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 1 1
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 3 1 1 5
Investments (e.g. ISA/unit trust/shares etc) 1 0 0 1
Other Assets 0 0 0 0
Investment Property 1 0 0 1
Total Assets 5 1 2 8
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 1 1
Mortgage - Investment Property 1 0 0 1
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 0 0 0 0
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 4 1 1 6
Total Liabilities 1 0 1 2
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1 1 0 2
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 1 0 0 1
Total Income 2 1 0 3
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1 1
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 1 0 0 1
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 0 0 0 0
Credit card payments 0 0 0 0
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 1 1
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 1 1
Total Monthly Income less Expenditure 1 1 -3 -1
Total Expenditure 1 0 3 4
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