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 0 330,000 330,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 7,500 0 0 7,500
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 175,000 0 0 175,000
Total Assets 182,500 0 330,000 512,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 170,000 170,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 17,000 17,000
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 15,000 15,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 182,500 0 128,000 310,500
Total Liabilities 0 0 202,000 202,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,150 1,700 0 4,850
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 3,150 1,700 0 4,850
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 700 700
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 400 400
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 0 0 300 300
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 200 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 300 300
Total Monthly Income less Expenditure 3,150 1,700 -1,900 2,950
Total Expenditure 0 0 1,900 1,900
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