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 7,000 20,000 0 27,000
Savings (e.g. bank a/c, building society) 6,000 4,000 0 10,000
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 13,000 24,000 0 37,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 4,000 0 4,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 2,400 0 0 2,400
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 10,600 20,000 0 30,600
Total Liabilities 2,400 4,000 0 6,400
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,000 2,800 0 5,800
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 1,000 0 0 1,000
Total Income 4,000 2,800 0 6,800
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 0 600 600
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 280 0 280
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 100 0 0 100
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 290 290
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 300 300
Total Monthly Income less Expenditure 3,900 2,520 -1,190 5,230
Total Expenditure 100 280 1,190 1,570
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