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 0 0
Car 16,000 0 0 16,000
Savings (e.g. bank a/c, building society) 0 0 23,000 23,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 5,000 5,000
Investment Property 0 0 0 0
Total Assets 16,000 0 28,000 44,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 31,000 20,000 0 51,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 6,800 7,800 0 14,600
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -21,800 -27,800 28,000 -21,600
Total Liabilities 37,800 27,800 0 65,600
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 47,000 55,000 0 102,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 47,000 55,000 0 102,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 0 0
Rental payments (if applicable) 0 0 918 918
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 591 562 0 1,153
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 200 130 0 330
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 140 140
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 700 700
Total Monthly Income less Expenditure 46,209 54,308 -1,758 98,759
Total Expenditure 791 692 1,758 3,241
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