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 0 16,000 0 16,000
Savings (e.g. bank a/c, building society) 15,000 64,000 4,300 83,300
Investments (e.g. ISA/unit trust/shares etc) 1,500 5,000 0 6,500
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 16,500 85,000 4,300 105,800
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) 0 11,700 0 11,700
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 2,000 0 2,000
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 16,500 71,300 4,300 92,100
Total Liabilities 0 13,700 0 13,700
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 2,307 0 2,307
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 90 0 0 90
Total Income 90 2,307 0 2,397
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 0 350 350
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 287 0 287
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 54 0 54
Credit card payments 0 0 0 0
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 100 100
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 500 500
Total Monthly Income less Expenditure 90 1,966 -950 1,106
Total Expenditure 0 341 950 1,291
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