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 0 425,000 425,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 0 0 35,000 35,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 0 210,000 210,000
Total Assets 0 0 670,000 670,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 650 650
Mortgage - Investment Property 110 0 0 110
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -110 0 669,350 669,240
Total Liabilities 110 0 650 760
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,640 640 0 4,280
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 675 0 0 675
Total Income 4,315 640 0 4,955
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 650 650
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 110 0 0 110
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 0 0 0 0
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 189 0 0 189
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 1,000 0 0 1,000
Total Monthly Income less Expenditure 3,016 640 -650 3,006
Total Expenditure 1,299 0 650 1,949
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