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 155,000 0 0 155,000
Car 16,000 0 0 16,000
Savings (e.g. bank a/c, building society) 5,000 0 0 5,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 380,000 0 0 380,000
Total Assets 556,000 0 0 556,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 130,000 0 0 130,000
Mortgage - Investment Property 240,000 0 0 240,000
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 14,000 0 0 14,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 2,000 0 0 2,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 170,000 0 0 170,000
Total Liabilities 386,000 0 0 386,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 4,107 0 0 4,107
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 1,200 0 0 1,200
Total Income 5,307 0 0 5,307
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 600 0 0 600
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 878 0 0 878
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 280 0 0 280
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 115 0 0 115
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 400 0 0 400
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 300 0 0 300
Total Monthly Income less Expenditure 2,734 0 0 2,734
Total Expenditure 2,573 0 0 2,573
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