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 300,000 0 0 300,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 2,000 0 0 2,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 120,000 0 0 120,000
Total Assets 422,000 0 0 422,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 120,000 0 0 120,000
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 9,324 0 0 9,324
Credit card balance 400 0 0 400
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 292,276 0 0 292,276
Total Liabilities 129,724 0 0 129,724
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,084 0 0 3,084
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 1,500 0 0 1,500
Total Income 4,584 0 0 4,584
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 735 0 0 735
Rental payments (if applicable) 615 0 0 615
Investment property - mortgage, management charges & ground rent 0 0 0 0
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 252 0 0 252
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) 115 0 0 115
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 400 0 0 400
Total Monthly Income less Expenditure 2,467 0 0 2,467
Total Expenditure 2,117 0 0 2,117
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