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 0 380,000 380,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 0 0 2,500 2,500
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 2,500 2,500
Investment Property 0 0 0 0
Total Assets 0 0 385,000 385,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 310,000 310,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 30,000 0 30,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 1,500 1,500
Hire purchase balance 0 0 0 0
Credit card balance 3,578 10,000 0 13,578
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -3,578 -40,000 73,500 29,922
Total Liabilities 3,578 40,000 311,500 355,078
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,000 4,660 0 6,660
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,000 4,660 0 6,660
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,250 1,250
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) 0 569 0 569
Ex-host debt 0 0 0 0
Overdraft payments 0 0 150 150
Hire purchase repayments 0 0 710 710
Credit card payments 70 540 0 610
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 1,930 3,551 -3,410 2,071
Total Expenditure 70 1,109 3,410 4,589
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