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 2,500 0 0 2,500
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 0 0 2,500
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) 4,950 1,500 0 6,450
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 391 0 0 391
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -2,841 -1,500 0 -4,341
Total Liabilities 5,341 1,500 0 6,841
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,150 0 0 1,150
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 1,000 0 1,000
Total Income 1,150 1,000 0 2,150
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) 0 600 0 600
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 50 100 0 150
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 30 0 0 30
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 165 0 165
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 300 100 500 900
Total Monthly Income less Expenditure 770 35 -500 305
Total Expenditure 380 965 500 1,845
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