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 0 135,000 0 135,000
Car 5,000 17,000 0 22,000
Savings (e.g. bank a/c, building society) 800 1,000 0 1,800
Investments (e.g. ISA/unit trust/shares etc) 6,800 0 0 6,800
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 12,600 153,000 0 165,600
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 123,000 0 123,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 11,252 0 0 11,252
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 514 1,000 0 1,514
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 834 29,000 0 29,834
Total Liabilities 11,766 124,000 0 135,766
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,800 2,800 0 4,600
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 693 0 0 693
Total Income 2,493 2,800 0 5,293
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 666 0 666
Rental payments (if applicable) 650 0 0 650
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 250 0 0 250
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 100 150 0 250
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 150 150 0 300
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 300 500 0 800
Total Monthly Income less Expenditure 1,043 1,334 0 2,377
Total Expenditure 1,450 1,466 0 2,916
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