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 0 437,759 437,759
Car 0 0 15,000 15,000
Savings (e.g. bank a/c, building society) 0 0 30,000 30,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 80,000 80,000
Investment Property 0 0 150,000 150,000
Total Assets 0 0 712,759 712,759
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 211,024 211,024
Mortgage - Investment Property 0 0 107,882 107,882
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 10,326 10,326
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 851 1,174 0 2,025
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -851 -1,174 383,527 381,502
Total Liabilities 851 1,174 329,232 331,257
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,197 2,143 0 4,340
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 2,197 2,143 0 4,340
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 933 933
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 162 162
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 337 337
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 28 42 0 70
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 300 300
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 500 500
Total Monthly Income less Expenditure 2,169 2,101 -2,232 2,038
Total Expenditure 28 42 2,232 2,302
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