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 0 290,000 290,000
Car 16,000 0 0 16,000
Savings (e.g. bank a/c, building society) 500 0 0 500
Investments (e.g. ISA/unit trust/shares etc) 40 0 0 40
Other Assets 10,000 30,000 0 40,000
Investment Property 0 0 0 0
Total Assets 26,540 30,000 290,000 346,540
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) 313 0 0 313
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 12,784 0 0 12,784
Credit card balance 1,258 0 0 1,258
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 12,185 30,000 290,000 332,185
Total Liabilities 14,355 0 0 14,355
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 3,300 0 3,300
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 0 3,300 0 3,300
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 0 0
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 29 0 0 29
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 207 0 0 207
Credit card payments 1,258 0 0 1,258
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 28 300 0 328
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 150 0 500 650
Total Monthly Income less Expenditure -1,672 3,000 -500 828
Total Expenditure 1,672 300 500 2,472
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