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 18,500 0 18,500
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 18,500 0 18,500
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) 0 15,000 0 15,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 1,600 0 1,600
Hire purchase balance 0 800 0 800
Credit card balance 1,671 5,000 0 6,671
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -1,671 -3,900 0 -5,571
Total Liabilities 1,671 22,400 0 24,071
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 2,100 0 2,100
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 850 0 850
Total Income 0 2,950 0 2,950
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) 0 995 0 995
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 325 0 325
Ex-host debt 0 0 0 0
Overdraft payments 0 30 0 30
Hire purchase repayments 0 100 0 100
Credit card payments 100 250 0 350
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 350 0 350
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 700 0 700
Total Monthly Income less Expenditure -100 200 0 100
Total Expenditure 100 2,750 0 2,850
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