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 8,000 0 0 8,000
Savings (e.g. bank a/c, building society) 0 0 0 0
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 8,000 0 0 8,000
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 14,000 0 14,000
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 2,700 100 0 2,800
Hire purchase balance 6,900 0 0 6,900
Credit card balance 4,230 1,500 0 5,730
Unpaid income tax 0 0 0 0
Other liabilities 1,900 2,000 0 3,900
Total Assets less Liabilities -7,730 -17,600 0 -25,330
Total Liabilities 15,730 17,600 0 33,330
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 3,500 0 3,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 0 3,500 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) 0 1,300 0 1,300
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 100 0 100
Ex-host debt 0 0 0 0
Overdraft payments 100 100 0 200
Hire purchase repayments 300 0 0 300
Credit card payments 200 0 0 200
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 100 200 0 300
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 600 600 0 1,200
Total Monthly Income less Expenditure -1,300 1,200 0 -100
Total Expenditure 1,300 2,300 0 3,600
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