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 3,000 10,000 0 13,000
Savings (e.g. bank a/c, building society) 8,000 2,000 0 10,000
Investments (e.g. ISA/unit trust/shares etc) 23,982 0 0 23,982
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 34,982 12,000 0 46,982
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 10,000 0 10,000
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 34,982 2,000 0 36,982
Total Liabilities 0 10,000 0 10,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,693 1,968 0 3,660
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,693 1,968 0 3,660
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) 275 275 0 550
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 162 0 162
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) 164 164 0 328
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 414 525 0 939
Total Monthly Income less Expenditure 840 842 0 1,682
Total Expenditure 853 1,126 0 1,979
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