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 0 120,000 0 120,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 2,500 10,000 0 12,500
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 180,000 0 180,000
Total Assets 2,500 310,000 0 312,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 50,000 0 50,000
Mortgage - Investment Property 0 120,000 0 120,000
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 2,500 140,000 0 142,500
Total Liabilities 0 170,000 0 170,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,000 3,982 0 5,982
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 800 0 800
Total Income 2,000 4,782 0 6,782
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 600 0 600
Rental payments (if applicable) 0 0 2,340 2,340
Investment property - mortgage, management charges & ground rent 0 380 0 380
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 0 0 0 0
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 190 0 190
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 500 0 500
Total Monthly Income less Expenditure 2,000 3,112 -2,340 2,772
Total Expenditure 0 1,670 2,340 4,010
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