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 0 290,000 290,000
Car 4,000 10,000 0 14,000
Savings (e.g. bank a/c, building society) 25,000 0 0 25,000
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 29,000 10,000 290,000 329,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 130,182 130,182
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 1,850 0 0 1,850
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 3,114 0 0 3,114
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 24,036 10,000 159,818 193,854
Total Liabilities 4,964 0 130,182 135,146
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,900 800 0 3,700
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 300 0 300
Total Income 2,900 1,100 0 4,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 797 797
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) 66 0 0 66
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 75 0 0 75
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 445 445
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 823 823
Total Monthly Income less Expenditure 2,759 1,100 -2,065 1,794
Total Expenditure 141 0 2,065 2,206
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