Financial Standing

Please complete the table below for Income, Expenditure, Assets and Liabilities for yourself, your spouse/ partner if applicable and you both jointly.
Asset Held Solely Held Partner Held Jointly Total
House 0 0 620,000 620,000
Car 8,000 6,000 0 14,000
Savings (e.g. bank a/c, building society) 0 40,000 0 40,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 8,000 46,000 620,000 674,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 290,097 290,097
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 55,094 55,094
Personal loans (unsecured) 29,523 0 0 29,523
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 20,668 6,512 0 27,180
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -42,191 39,488 274,809 272,106
Total Liabilities 50,191 6,512 345,191 401,894
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,450 2,250 0 5,700
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 3,450 2,250 0 5,700
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,263 1,263
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 409 409
Personal loans (unsecured) 335 0 0 335
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 230 0 230
Credit card payments 605 162 0 767
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 275 0 275 550
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 350 350
Total Monthly Income less Expenditure 2,235 1,858 -2,297 1,796
Total Expenditure 1,215 392 2,297 3,904
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