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 0 255,000 255,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 0 0 30,000 30,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 280,000 0 280,000
Total Assets 0 280,000 285,000 565,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 178,000 178,000
Mortgage - Investment Property 0 80,000 0 80,000
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 1,400 1,400 0 2,800
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 0 3,000 0 3,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -1,400 195,600 107,000 301,200
Total Liabilities 1,400 84,400 178,000 263,800
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,200 1,543 0 2,743
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 84 84
Total Income 1,200 1,543 84 2,827
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 795 795
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 192 192
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 39 0 0 39
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 0 90 0 90
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 0 0
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 550 550
Total Monthly Income less Expenditure 1,161 1,453 -1,453 1,160
Total Expenditure 39 90 1,537 1,667
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