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 0 0 0 0
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 0 0 0 0
Investment Property 0 0 0 0
Total Assets 5,000 0 0 5,000
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 2,000 1,000 0 3,000
Hire purchase balance 0 23,000 0 23,000
Credit card balance 190 0 0 190
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 2,810 -24,000 0 -21,190
Total Liabilities 2,190 24,000 0 26,190
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,100 1,857 0 4,957
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 3,100 1,857 0 4,957
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 0 925 925
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 30 0 0 30
Hire purchase repayments 0 330 0 330
Credit card payments 15 0 0 15
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 270 270
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 1,200 1,200
Total Monthly Income less Expenditure 3,055 1,527 -2,395 2,187
Total Expenditure 45 330 2,395 2,770
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