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 3,000 0 0 3,000
Savings (e.g. bank a/c, building society) 0 8,000 0 8,000
Investments (e.g. ISA/unit trust/shares etc) 5,000 0 0 5,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 8,000 8,000 0 16,000
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) 9,364 0 0 9,364
Ex-host debt 0 0 0 0
Utilised Overdraft 4,000 0 0 4,000
Hire purchase balance 0 0 0 0
Credit card balance 40,000 0 0 40,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -45,364 8,000 0 -37,364
Total Liabilities 53,364 0 0 53,364
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,070 5,416 0 7,486
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 302 0 0 302
Total Income 2,372 5,416 0 7,788
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) 0 550 0 550
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 395 0 0 395
Ex-host debt 0 0 0 0
Overdraft payments 120 0 0 120
Hire purchase repayments 0 0 0 0
Credit card payments 670 0 0 670
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 350 0 350
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 200 200 0 400
Total Monthly Income less Expenditure 987 4,316 0 5,303
Total Expenditure 1,385 1,100 0 2,485
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