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 0 176,000 176,000
Car 9,200 2,500 0 11,700
Savings (e.g. bank a/c, building society) 600 7,000 0 7,600
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 9,800 9,500 176,000 195,300
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 91,410 91,410
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 1,400 0 0 1,400
Ex-host debt 0 0 0 0
Utilised Overdraft 100 0 0 100
Hire purchase balance 0 0 0 0
Credit card balance 2,253 510 6,200 8,963
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 6,047 8,990 78,391 93,428
Total Liabilities 3,753 510 97,610 101,873
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,134 1,421 0 3,555
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,134 1,421 0 3,555
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) 29 0 0 29
Ex-host debt 0 0 0 0
Overdraft payments 10 0 0 10
Hire purchase repayments 0 0 0 0
Credit card payments 75 350 0 425
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 418 418
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 400 400 250 1,050
Total Monthly Income less Expenditure 1,620 671 -1,249 1,042
Total Expenditure 514 750 1,249 2,513
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