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 3,000 1,000 0 4,000
Savings (e.g. bank a/c, building society) 11,000 1,200 0 12,200
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 14,000 2,200 0 16,200
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) 900 0 0 900
Ex-host debt 0 0 0 0
Utilised Overdraft 2,300 500 0 2,800
Hire purchase balance 0 0 0 0
Credit card balance 160 2,000 0 2,160
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 10,640 -300 0 10,340
Total Liabilities 3,360 2,500 0 5,860
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,000 1,450 0 3,450
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,000 1,450 0 3,450
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 0 625 625
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 113 0 0 113
Ex-host debt 0 0 0 0
Overdraft payments 40 10 0 50
Hire purchase repayments 0 0 0 0
Credit card payments 15 50 0 65
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 280 0 0 280
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 400 300 198 898
Total Monthly Income less Expenditure 1,152 1,090 -823 1,419
Total Expenditure 848 360 823 2,031
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