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 6,500 0 0 6,500
Savings (e.g. bank a/c, building society) 7,000 0 0 7,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 1,000 1,000
Investment Property 0 0 0 0
Total Assets 13,500 0 1,000 14,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 960 0 0 960
Personal loans (unsecured) 4,200 0 0 4,200
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 1,000 0 0 1,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 7,340 0 1,000 8,340
Total Liabilities 6,160 0 0 6,160
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,100 1,750 0 3,850
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,100 1,750 0 3,850
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) 425 425 0 850
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 40 0 0 40
Personal loans (unsecured) 162 0 0 162
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) 150 150 0 300
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 300 300 0 600
Total Monthly Income less Expenditure 823 875 0 1,698
Total Expenditure 1,277 875 0 2,152
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