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 180,000 0 0 180,000
Car 2,000 0 0 2,000
Savings (e.g. bank a/c, building society) 40,000 0 0 40,000
Investments (e.g. ISA/unit trust/shares etc) 7,000 0 0 7,000
Other Assets 10,000 0 0 10,000
Investment Property 80,000 0 0 80,000
Total Assets 319,000 0 0 319,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 24,000 0 0 24,000
Mortgage - Investment Property 60,000 0 0 60,000
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 6,800 0 0 6,800
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 8,500 0 0 8,500
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 219,700 0 0 219,700
Total Liabilities 99,300 0 0 99,300
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,157 0 0 2,157
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 1,550 0 0 1,550
Total Income 3,707 0 0 3,707
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 574 0 0 574
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 237 0 0 237
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 278 0 0 278
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 250 0 0 250
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 186 0 0 186
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 800 0 0 800
Total Monthly Income less Expenditure 1,382 0 0 1,382
Total Expenditure 2,325 0 0 2,325
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