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 9,500 0 0 9,500
Savings (e.g. bank a/c, building society) 0 0 1,000 1,000
Investments (e.g. ISA/unit trust/shares etc) 7,000 0 0 7,000
Other Assets 100,000 0 0 100,000
Investment Property 0 0 0 0
Total Assets 116,500 0 1,000 117,500
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) 1,469 0 0 1,469
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 7,275 0 0 7,275
Credit card balance 16,600 0 0 16,600
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 91,156 0 1,000 92,156
Total Liabilities 25,344 0 0 25,344
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,921 0 0 1,921
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,921 0 0 1,921
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) 200 0 0 200
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 210 0 0 210
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 160 0 0 160
Credit card payments 498 0 0 498
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 62 0 0 62
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 540 0 0 540
Total Monthly Income less Expenditure 251 0 0 251
Total Expenditure 1,670 0 0 1,670
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