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 20,000 0 0 20,000
Savings (e.g. bank a/c, building society) 2,000 0 0 2,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 3,000 0 0 3,000
Investment Property 0 0 0 0
Total Assets 25,000 0 0 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) 0 0 0 0
Personal loans (unsecured) 9,979 0 0 9,979
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 39 0 0 39
Unpaid income tax 0 0 0 0
Other liabilities 807 0 0 807
Total Assets less Liabilities 14,175 0 0 14,175
Total Liabilities 10,825 0 0 10,825
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,500 0 0 3,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 3,500 0 0 3,500
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) 300 0 0 300
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 541 0 0 541
Ex-host debt 200 0 0 200
Overdraft payments 100 0 0 100
Hire purchase repayments 0 0 0 0
Credit card payments 200 0 0 200
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 100 0 0 100
Utilities (Gas/water/Elec/phone/internet) 200 0 0 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 400 0 0 400
Total Monthly Income less Expenditure 1,459 0 0 1,459
Total Expenditure 2,041 0 0 2,041
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