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 0 300,000 300,000
Car 16,000 0 0 16,000
Savings (e.g. bank a/c, building society) 2,300 0 0 2,300
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 150,500 0 0 150,500
Investment Property 0 0 0 0
Total Assets 168,800 0 300,000 468,800
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 34,534 34,534
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 767 0 0 767
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 10,845 0 0 10,845
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 157,188 0 265,466 422,654
Total Liabilities 11,612 0 34,534 46,146
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 1,430 0 1,430
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 2,150 0 0 2,150
Total Income 2,150 1,430 0 3,580
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 309 309
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) 91 0 0 91
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 100 0 0 100
Credit card payments 0 0 0 0
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 275 275
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 2,600 2,600
Total Monthly Income less Expenditure 1,959 1,430 -3,184 205
Total Expenditure 191 0 3,184 3,375
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