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 400,000 0 0 400,000
Car 15,995 0 0 15,995
Savings (e.g. bank a/c, building society) 0 0 0 0
Investments (e.g. ISA/unit trust/shares etc) 12,101 0 0 12,101
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 428,096 0 0 428,096
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 330,000 0 0 330,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 6,800 0 0 6,800
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 15,995 0 0 15,995
Credit card balance 14,000 4,000 0 18,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 61,301 -4,000 0 57,301
Total Liabilities 366,795 4,000 0 370,795
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 4,100 0 0 4,100
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 4,100 0 0 4,100
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 1,618 0 0 1,618
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 327 0 0 327
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 253 0 0 253
Credit card payments 243 84 0 327
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 287 0 0 287
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 295 0 0 295
Total Monthly Income less Expenditure 1,077 -84 0 993
Total Expenditure 3,023 84 0 3,107
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