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 0 190,000 190,000
Car 0 0 3,895 3,895
Savings (e.g. bank a/c, building society) 11,500 10,000 0 21,500
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 0 174,000 174,000
Total Assets 11,500 10,000 367,895 389,395
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 109,600 109,600
Mortgage - Investment Property 0 0 130,500 130,500
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 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 11,500 10,000 127,795 149,295
Total Liabilities 0 0 240,100 240,100
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,300 1,750 0 3,050
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 725 725
Total Income 1,300 1,750 725 3,775
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 541 541
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 261 261
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 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 0 250 250
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 685 685
Total Monthly Income less Expenditure 1,300 1,750 -1,012 2,038
Total Expenditure 0 0 1,737 1,737
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