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 0 7,000 7,000
Savings (e.g. bank a/c, building society) 0 0 10,000 10,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 8,000 8,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 0 0 25,000 25,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 7,500 0 0 7,500
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 300 0 0 300
Unpaid income tax 2,000 0 0 2,000
Other liabilities 0 0 0 0
Total Assets less Liabilities -9,800 0 25,000 15,200
Total Liabilities 9,800 0 0 9,800
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,650 1,750 0 3,400
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,650 1,750 0 3,400
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 0 800 800
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 150 150
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 0 0 0 0
HMRC payments (unpaid only) 0 0 370 370
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 120 120
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 250 250
Total Monthly Income less Expenditure 1,650 1,750 -1,690 1,710
Total Expenditure 0 0 1,690 1,690
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