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) 2,500 0 0 2,500
Investments (e.g. ISA/unit trust/shares etc) 21,000 0 0 21,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 23,500 0 0 23,500
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) 7,000 0 0 7,000
Ex-host debt 0 0 0 0
Utilised Overdraft 500 0 0 500
Hire purchase balance 0 0 0 0
Credit card balance 7,635 0 0 7,635
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 8,365 0 0 8,365
Total Liabilities 15,135 0 0 15,135
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,700 0 0 2,700
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,700 0 0 2,700
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) 1,000 0 0 1,000
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 350 0 0 350
Ex-host debt 0 0 0 0
Overdraft payments 10 0 0 10
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) 300 0 0 300
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 400 0 0 400
Total Monthly Income less Expenditure 440 0 0 440
Total Expenditure 2,260 0 0 2,260
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