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 0 425,000 0 425,000
Car 26,198 0 0 26,198
Savings (e.g. bank a/c, building society) 3,000 0 0 3,000
Investments (e.g. ISA/unit trust/shares etc) 5,000 11,000 0 16,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 34,198 436,000 0 470,198
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 1,100 0 1,100
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 26,198 0 0 26,198
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 5,858 0 0 5,858
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 2,142 434,900 0 437,042
Total Liabilities 32,056 1,100 0 33,156
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,100 6,416 0 8,516
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,100 6,416 0 8,516
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 1,100 0 1,100
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) 588 0 0 588
Ex-host debt 0 0 0 0
Overdraft payments 0 70 0 70
Hire purchase repayments 0 0 0 0
Credit card payments 170 200 0 370
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 32 0 32
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 400 0 400
Total Monthly Income less Expenditure 1,342 4,614 0 5,956
Total Expenditure 758 1,802 0 2,560
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