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 0 0 0 0
Savings (e.g. bank a/c, building society) 0 0 0 0
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 0 0 0 0
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 3,850 0 0 3,850
Hire purchase balance 0 0 0 0
Credit card balance 3,750 0 0 3,750
Unpaid income tax 0 0 0 0
Other liabilities 1,600 0 0 1,600
Total Assets less Liabilities -9,200 0 0 -9,200
Total Liabilities 9,200 0 0 9,200
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 2,300 0 2,300
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 0 2,300 0 2,300
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) 0 800 0 800
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 0 0 0 0
Credit card payments 200 0 0 200
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 10 0 0 10
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 200 200 0 400
Total Monthly Income less Expenditure -410 1,300 0 890
Total Expenditure 410 1,000 0 1,410
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