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) 2,500 0 10,000 12,500
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 0 400,000 400,000
Total Assets 2,500 0 410,000 412,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 0 0 253,362 253,362
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 1,708 0 0 1,708
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 5,766 0 5,766
Credit card balance 909 0 0 909
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -117 -5,766 156,638 150,755
Total Liabilities 2,617 5,766 253,362 261,745
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,000 1,500 0 3,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 1,692 1,692
Total Income 2,000 1,500 1,692 5,192
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) 0 0 1,450 1,450
Investment property - mortgage, management charges & ground rent 0 0 537 537
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 85 0 0 85
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 186 0 186
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) 120 0 220 340
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 500 500
Total Monthly Income less Expenditure 1,745 1,314 -1,015 2,044
Total Expenditure 255 186 2,707 3,148
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