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 0 334,000 334,000
Car 14,000 1,000 0 15,000
Savings (e.g. bank a/c, building society) 600 400 0 1,000
Investments (e.g. ISA/unit trust/shares etc) 458 0 0 458
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 15,058 1,400 334,000 350,458
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 170,855 170,855
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 1,481 6,306 0 7,787
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 5,516 5,774 0 11,290
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 8,061 -10,680 163,145 160,525
Total Liabilities 6,997 12,080 170,855 189,933
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,912 2,941 0 4,854
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 412 0 0 412
Total Income 2,325 2,941 0 5,266
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,023 1,023
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) 204 266 0 470
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 480 561 0 1,041
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 211 211
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 634 634
Total Monthly Income less Expenditure 1,641 2,114 -1,867 1,888
Total Expenditure 684 827 1,867 3,378
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