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 2,000 0 0 2,000
Savings (e.g. bank a/c, building society) 700 6,000 0 6,700
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 2,700 6,000 0 8,700
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) 8,000 10,000 0 18,000
Ex-host debt 0 0 0 0
Utilised Overdraft 2,000 1,000 0 3,000
Hire purchase balance 0 25,000 0 25,000
Credit card balance 1,700 3,000 0 4,700
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -9,000 -33,000 0 -42,000
Total Liabilities 11,700 39,000 0 50,700
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,300 2,000 0 4,300
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,300 2,000 0 4,300
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 0 995 995
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 161 550 0 711
Ex-host debt 0 0 0 0
Overdraft payments 100 30 0 130
Hire purchase repayments 0 427 0 427
Credit card payments 30 150 0 180
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 200 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 700 700
Total Monthly Income less Expenditure 2,009 843 -1,895 957
Total Expenditure 291 1,157 1,895 3,343
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