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 250,000 0 0 250,000
Car 6,500 0 0 6,500
Savings (e.g. bank a/c, building society) 24,500 0 0 24,500
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 661,000 0 0 661,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 468 0 0 468
Mortgage - Investment Property 896 0 0 896
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 197 0 0 197
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 659,439 0 0 659,439
Total Liabilities 1,561 0 0 1,561
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,000 0 0 2,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 1,675 0 0 1,675
Total Income 3,675 0 0 3,675
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 468 0 0 468
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 1,016 0 0 1,016
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 197 0 0 197
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) 245 0 0 245
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 400 0 0 400
Total Monthly Income less Expenditure 1,349 0 0 1,349
Total Expenditure 2,326 0 0 2,326
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