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 10,000 0 0 10,000
Savings (e.g. bank a/c, building society) 7,400 0 0 7,400
Investments (e.g. ISA/unit trust/shares etc) 25,000 0 0 25,000
Other Assets 4,800 0 0 4,800
Investment Property 0 0 0 0
Total Assets 47,200 0 0 47,200
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 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 0 0 0 0
Unpaid income tax 1,531 0 0 1,531
Other liabilities 0 0 0 0
Total Assets less Liabilities 45,669 0 0 45,669
Total Liabilities 1,531 0 0 1,531
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,129 0 0 1,129
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 1,000 0 0 1,000
Total Income 2,129 0 0 2,129
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) 1,450 0 0 1,450
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
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 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 165 0 0 165
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 350 0 0 350
Total Monthly Income less Expenditure 164 0 0 164
Total Expenditure 1,965 0 0 1,965
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