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) 0 0 0 0
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 60,000 0 0 60,000
Investment Property 0 0 0 0
Total Assets 70,000 0 0 70,000
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) 5,300 0 0 5,300
Ex-host debt 0 0 0 0
Utilised Overdraft 5,000 0 0 5,000
Hire purchase balance 0 0 0 0
Credit card balance 16,000 0 0 16,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 43,700 0 0 43,700
Total Liabilities 26,300 0 0 26,300
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,800 0 0 2,800
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,800 0 0 2,800
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 0 0
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 275 0 0 275
Ex-host debt 0 0 0 0
Overdraft payments 90 0 0 90
Hire purchase repayments 0 0 0 0
Credit card payments 530 0 0 530
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 350 0 0 350
Utilities (Gas/water/Elec/phone/internet) 0 0 0 0
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 800 0 0 800
Total Monthly Income less Expenditure 755 0 0 755
Total Expenditure 2,045 0 0 2,045
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