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 0 355,000 355,000
Car 0 0 8,500 8,500
Savings (e.g. bank a/c, building society) 19,000 0 0 19,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 0 85,000 85,000
Total Assets 19,000 0 448,500 467,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 265,391 265,391
Mortgage - Investment Property 0 0 63,750 63,750
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 14,097 0 0 14,097
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 753 0 0 753
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 4,150 0 119,359 123,509
Total Liabilities 14,850 0 329,141 343,991
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 0 0 0
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 500 500
Total Income 0 0 500 500
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 911 911
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 137 137
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 305 0 0 305
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 50 0 0 50
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 260 0 0 260
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 600 0 0 600
Total Monthly Income less Expenditure -1,215 0 -548 -1,763
Total Expenditure 1,215 0 1,048 2,263
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