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 0 300,000 300,000
Car 15,000 10,000 0 25,000
Savings (e.g. bank a/c, building society) 0 0 20,000 20,000
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 15,000 10,000 320,000 345,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 135,671 135,671
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 11,273 10,000 0 21,273
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 3,473 0 0 3,473
Unpaid income tax 0 0 0 0
Other liabilities 497 0 0 497
Total Assets less Liabilities -243 0 184,329 184,086
Total Liabilities 15,243 10,000 135,671 160,914
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,500 3,000 0 5,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 170 0 0 170
Total Income 2,670 3,000 0 5,670
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 581 581
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) 385 180 0 565
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 113 0 0 113
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 600 600
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 2,000 2,000
Total Monthly Income less Expenditure 2,172 2,820 -3,181 1,811
Total Expenditure 498 180 3,181 3,859
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