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 0 100,000 0 100,000
Car 0 0 1,500 1,500
Savings (e.g. bank a/c, building society) 20,000 20,000 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 20,000 120,000 1,500 141,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 170,000 170,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 4,560 6,000 0 10,560
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 15,440 114,000 -168,500 -39,060
Total Liabilities 4,560 6,000 170,000 180,560
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 3,000 0 3,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 0 3,000 0 3,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 580 580
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) 0 0 0 0
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 150 150 0 300
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 200 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 1,000 1,000
Total Monthly Income less Expenditure -150 2,850 -1,780 920
Total Expenditure 150 150 1,780 2,080
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