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 375,000 0 0 375,000
Car 2,000 0 0 2,000
Savings (e.g. bank a/c, building society) 200 0 0 200
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 377,200 0 0 377,200
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) 1,348 0 0 1,348
Ex-host debt 0 0 0 0
Utilised Overdraft 1,331 0 0 1,331
Hire purchase balance 0 0 0 0
Credit card balance 4,788 0 0 4,788
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 369,733 0 0 369,733
Total Liabilities 7,467 0 0 7,467
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,000 0 0 1,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,000 0 0 1,000
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) 50 0 0 50
Ex-host debt 0 0 0 0
Overdraft payments 20 0 0 20
Hire purchase repayments 0 0 0 0
Credit card payments 300 0 0 300
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 120 0 0 120
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 240 0 0 240
Total Monthly Income less Expenditure 270 0 0 270
Total Expenditure 730 0 0 730
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