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 0 300,000 300,000
Car 17,000 17,000 0 34,000
Savings (e.g. bank a/c, building society) 44,000 11,000 1,200 56,200
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 0 300,000 300,000
Total Assets 61,000 28,000 601,200 690,200
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 64,000 64,000
Mortgage - Investment Property 0 0 111,244 111,244
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 28,818 19,117 0 47,935
Ex-host debt 0 0 0 0
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 32,182 8,883 425,956 467,021
Total Liabilities 28,818 19,117 175,244 223,179
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,500 1,400 0 3,900
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,500 1,400 0 3,900
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 687 687
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 656 656
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 648 421 0 1,069
Ex-host debt 0 0 0 0
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 0 188 188
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 90 50 0 140
Total Monthly Income less Expenditure 1,762 929 -1,531 1,160
Total Expenditure 738 471 1,531 2,740
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