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 16,000 2,000 0 18,000
Savings (e.g. bank a/c, building society) 3,000 0 3,000 6,000
Investments (e.g. ISA/unit trust/shares etc) 500 10,000 0 10,500
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 19,500 12,000 3,000 34,500
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) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 9,713 0 0 9,713
Credit card balance 16,381 0 0 16,381
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -6,594 12,000 3,000 8,406
Total Liabilities 26,094 0 0 26,094
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 5,421 1,200 0 6,621
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 350 350
Total Income 5,421 1,200 350 6,971
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 1,850 1,850
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 441 0 0 441
Credit card payments 641 0 0 641
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 250 250
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 400 400
Total Monthly Income less Expenditure 4,339 1,200 -2,150 3,389
Total Expenditure 1,082 0 2,500 3,582
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