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 6,000 0 0 6,000
Savings (e.g. bank a/c, building society) 0 0 3,000 3,000
Investments (e.g. ISA/unit trust/shares etc) 14,000 0 0 14,000
Other Assets 0 0 0 0
Investment Property 0 0 300,000 300,000
Total Assets 20,000 0 303,000 323,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 0 0 263,000 263,000
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 20,000 0 40,000 60,000
Total Liabilities 0 0 263,000 263,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,000 471 0 1,471
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 1,101 1,101
Total Income 1,000 471 1,101 2,572
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 287 287
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 73 73
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) 0 0 200 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 500 500
Total Monthly Income less Expenditure 1,000 471 41 1,512
Total Expenditure 0 0 1,060 1,060
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