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 10,000 0 0 10,000
Savings (e.g. bank a/c, building society) 0 0 0 0
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 400,000 0 0 400,000
Total Assets 410,000 0 0 410,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 173,236 0 0 173,236
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 15,741 0 0 15,741
Ex-host debt 0 0 0 0
Utilised Overdraft 4,679 0 0 4,679
Hire purchase balance 11,055 0 0 11,055
Credit card balance 11,625 0 0 11,625
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 193,664 0 0 193,664
Total Liabilities 216,336 0 0 216,336
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 4,000 0 4,000 8,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 700 0 700 1,400
Total Income 4,700 0 4,700 9,400
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) 850 0 0 850
Investment property - mortgage, management charges & ground rent 660 0 0 660
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 308 0 0 308
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 261 0 0 261
Credit card payments 350 0 0 350
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 150 0 0 150
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 300 0 0 300
Total Monthly Income less Expenditure 1,820 0 4,700 6,520
Total Expenditure 2,880 0 0 2,880
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