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 250,000 0 0 250,000
Car 5,000 0 0 5,000
Savings (e.g. bank a/c, building society) 0 0 0 0
Investments (e.g. ISA/unit trust/shares etc) 50,000 0 0 50,000
Other Assets 0 0 0 0
Investment Property 520,000 0 0 520,000
Total Assets 825,000 0 0 825,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 128,000 0 0 128,000
Mortgage - Investment Property 345,000 0 0 345,000
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 10,000 0 0 10,000
Ex-host debt 0 0 0 0
Utilised Overdraft 4,000 0 0 4,000
Hire purchase balance 0 0 0 0
Credit card balance 4,000 0 0 4,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 334,000 0 0 334,000
Total Liabilities 491,000 0 0 491,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 732 0 0 732
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 2,993 0 0 2,993
Total Income 3,725 0 0 3,725
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 620 0 0 620
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 1,010 0 0 1,010
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 158 0 0 158
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 80 0 0 80
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 165 0 0 165
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 34 0 0 34
Total Monthly Income less Expenditure 1,658 0 0 1,658
Total Expenditure 2,067 0 0 2,067
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