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 2,500 15,000 0 17,500
Savings (e.g. bank a/c, building society) 0 0 0 0
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 2,500 15,000 300,000 317,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 160,000 160,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 30,000 0 0 30,000
Ex-host debt 0 0 0 0
Utilised Overdraft 600 0 0 600
Hire purchase balance 0 16,000 0 16,000
Credit card balance 0 5,000 0 5,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -28,100 -6,000 140,000 105,900
Total Liabilities 30,600 21,000 160,000 211,600
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,000 2,000 0 5,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 3,000 2,000 0 5,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 610 610
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) 0 0 700 700
Ex-host debt 0 0 0 0
Overdraft payments 6 0 0 6
Hire purchase repayments 0 285 0 285
Credit card payments 0 200 0 200
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 300 300
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 1,000 1,000
Total Monthly Income less Expenditure 2,994 1,515 -2,610 1,899
Total Expenditure 6 485 2,610 3,101
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