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 0 550,000 550,000
Car 40,000 0 0 40,000
Savings (e.g. bank a/c, building society) 7,000 10,000 0 17,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 60,000 60,000
Investment Property 0 0 0 0
Total Assets 47,000 10,000 610,000 667,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 244,525 244,525
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 81,962 81,962
Personal loans (unsecured) 18,236 0 0 18,236
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 17,331 14,718 11,784 43,833
Credit card balance 33,519 0 0 33,519
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -22,086 -4,718 271,729 244,925
Total Liabilities 69,086 14,718 338,271 422,075
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 5,889 1,758 0 7,647
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 812 0 812
Total Income 5,889 2,570 0 8,459
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 975 975
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 514 514
Personal loans (unsecured) 406 0 0 406
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 304 215 302 821
Credit card payments 200 0 0 200
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 223 223
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 600 600
Total Monthly Income less Expenditure 4,979 2,355 -2,614 4,720
Total Expenditure 910 215 2,614 3,739
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