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 0 280,000 280,000
Car 15,000 15,000 0 30,000
Savings (e.g. bank a/c, building society) 0 0 0 0
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 180,000 180,000 360,000
Total Assets 15,000 195,000 460,000 670,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 145,000 145,000
Mortgage - Investment Property 0 121,000 134,000 255,000
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 8,447 0 0 8,447
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 6,553 74,000 181,000 261,553
Total Liabilities 8,447 121,000 279,000 408,447
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,500 0 0 2,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 900 400 1,300
Total Income 2,500 900 400 3,800
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,130 1,130
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 207 207
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 75 0 0 75
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 0 160 160
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 500 0 0 500
Total Monthly Income less Expenditure 1,925 900 -1,097 1,728
Total Expenditure 575 0 1,497 2,072
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