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 0 6,000 6,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 0 165,000 165,000
Total Assets 0 0 171,000 171,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 0 0 119,000 119,000
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 41,474 0 0 41,474
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 8,725 0 0 8,725
Credit card balance 6,300 0 0 6,300
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -56,499 0 52,000 -4,499
Total Liabilities 56,499 0 119,000 175,499
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 4,000 0 0 4,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 900 0 0 900
Total Income 4,900 0 0 4,900
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) 950 0 0 950
Investment property - mortgage, management charges & ground rent 0 0 201 201
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 911 0 0 911
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 335 0 0 335
Credit card payments 160 0 0 160
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 140 0 0 140
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 500 0 0 500
Total Monthly Income less Expenditure 1,904 0 -201 1,703
Total Expenditure 2,996 0 201 3,197
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