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 0 200,000 200,000
Car 15,000 0 0 15,000
Savings (e.g. bank a/c, building society) 0 500 0 500
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 15,000 500 200,000 215,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 140,938 140,938
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 327 300 0 627
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 11,417 0 0 11,417
Credit card balance 13,258 13,000 0 26,258
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -10,002 -12,800 59,062 36,260
Total Liabilities 25,002 13,300 140,938 179,240
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,000 3,520 0 6,520
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 554 0 0 554
Total Income 3,554 3,520 0 7,074
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 850 850
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) 54 32 0 86
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 280 0 0 280
Credit card payments 355 350 0 705
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 150 0 150
Utilities (Gas/water/Elec/phone/internet) 454 0 0 454
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 1,500 1,500
Total Monthly Income less Expenditure 2,411 2,988 -2,350 3,049
Total Expenditure 1,143 532 2,350 4,025
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