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 1 0 0 1
Savings (e.g. bank a/c, building society) 8,000 0 0 8,000
Investments (e.g. ISA/unit trust/shares etc) 7,000 0 0 7,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 15,001 0 0 15,001
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) 500 0 0 500
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 1,000 0 0 1,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 13,501 0 0 13,501
Total Liabilities 1,500 0 0 1,500
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 16,800 0 0 16,800
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 16,800 0 0 16,800
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 0 0
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 20 0 0 20
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 20 0 0 20
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 15 0 0 15
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 300 0 0 300
Total Monthly Income less Expenditure 16,445 0 0 16,445
Total Expenditure 355 0 0 355
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