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) 0 3,000 0 3,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 0 80,000 80,000
Total Assets 0 3,000 80,000 83,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 0 0 37,000 37,000
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 907 0 0 907
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -907 3,000 43,000 45,093
Total Liabilities 907 0 37,000 37,907
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 5,441 0 0 5,441
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 6,000 6,000
Total Income 5,441 0 6,000 11,441
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 0 0
Investment property - mortgage, management charges & ground rent 0 0 150 150
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 100 0 0 100
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 550 0 0 550
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 100 0 0 100
Total Monthly Income less Expenditure 4,691 0 5,850 10,541
Total Expenditure 750 0 150 900
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