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 350,000 0 0 350,000
Car 11,000 0 0 11,000
Savings (e.g. bank a/c, building society) 12,000 0 0 12,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 15,000 0 0 15,000
Investment Property 0 0 0 0
Total Assets 388,000 0 0 388,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 262,400 0 0 262,400
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 36,997 0 0 36,997
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 6,840 0 0 6,840
Credit card balance 15,040 0 0 15,040
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 66,723 0 0 66,723
Total Liabilities 321,277 0 0 321,277
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,000 0 0 3,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 600 0 0 600
Total Income 3,600 0 0 3,600
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 1,030 0 0 1,030
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) 1,113 0 0 1,113
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 263 0 0 263
Credit card payments 402 0 0 402
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 114 0 0 114
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 358 0 0 358
Total Monthly Income less Expenditure 320 0 0 320
Total Expenditure 3,280 0 0 3,280
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