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 0 0
Savings (e.g. bank a/c, building society) 0 0 2,000 2,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 0 75,000 75,000
Total Assets 0 0 267,000 267,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 110,000 110,000
Mortgage - Investment Property 0 0 69,000 69,000
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 7,979 0 0 7,979
Ex-host debt 0 0 0 0
Utilised Overdraft 2,500 0 0 2,500
Hire purchase balance 0 0 0 0
Credit card balance 3,200 0 0 3,200
Unpaid income tax 0 0 0 0
Other liabilities 6,100 0 0 6,100
Total Assets less Liabilities -19,779 0 88,000 68,221
Total Liabilities 19,779 0 179,000 198,779
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,760 1,450 0 4,210
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 190 550 740
Total Income 2,760 1,640 550 4,950
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 466 466
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 463 463
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 332 0 0 332
Ex-host debt 0 0 0 0
Overdraft payments 50 0 0 50
Hire purchase repayments 0 0 0 0
Credit card payments 100 0 0 100
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 321 0 0 321
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 800 0 0 800
Total Monthly Income less Expenditure 1,157 1,640 -378 2,418
Total Expenditure 1,603 0 928 2,532
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