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 175,000 0 0 175,000
Car 7,000 0 0 7,000
Savings (e.g. bank a/c, building society) 7,000 0 0 7,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 70,000 0 0 70,000
Total Assets 259,000 0 0 259,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 78,719 0 0 78,719
Mortgage - Investment Property 48,461 0 0 48,461
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 11,522 0 0 11,522
Ex-host debt 0 0 0 0
Utilised Overdraft 150 0 0 150
Hire purchase balance 0 0 0 0
Credit card balance 359 0 0 359
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 119,789 0 0 119,789
Total Liabilities 139,211 0 0 139,211
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,000 1,015 0 2,015
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 465 0 0 465
Total Income 1,465 1,015 0 2,480
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 624 0 0 624
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 304 0 0 304
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 441 0 0 441
Ex-host debt 0 0 0 0
Overdraft payments 150 0 0 150
Hire purchase repayments 0 0 0 0
Credit card payments 359 0 0 359
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 195 0 195
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 450 0 450
Total Monthly Income less Expenditure -413 370 0 -43
Total Expenditure 1,878 645 0 2,523
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