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 1,000 0 0 1,000
Savings (e.g. bank a/c, building society) 5,000 0 0 5,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 12,000 0 0 12,000
Investment Property 0 0 0 0
Total Assets 18,000 0 0 18,000
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 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 2,500 0 0 2,500
Credit card balance 900 0 0 900
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 14,600 0 0 14,600
Total Liabilities 3,400 0 0 3,400
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 5,000 0 0 5,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 5,000 0 0 5,000
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) 1,150 0 0 1,150
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 275 0 0 275
Credit card payments 27 0 0 27
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 300 0 0 300
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 300 0 0 300
Total Monthly Income less Expenditure 2,948 0 0 2,948
Total Expenditure 2,052 0 0 2,052
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