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 9,000 0 0 9,000
Investment Property 0 0 0 0
Total Assets 9,000 0 0 9,000
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) 2,000 0 0 2,000
Ex-host debt 0 0 0 0
Utilised Overdraft 2,500 0 0 2,500
Hire purchase balance 0 0 0 0
Credit card balance 5,000 0 0 5,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -500 0 0 -500
Total Liabilities 9,500 0 0 9,500
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,200 0 0 2,200
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,200 0 0 2,200
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) 300 0 0 300
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 100 0 0 100
Ex-host debt 0 0 0 0
Overdraft payments 80 0 0 80
Hire purchase repayments 0 0 0 0
Credit card payments 80 0 0 80
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) 200 0 0 200
Total Monthly Income less Expenditure 1,320 0 0 1,320
Total Expenditure 880 0 0 880
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