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 0 170,000 170,000
Car 5,000 12,500 0 17,500
Savings (e.g. bank a/c, building society) 4,000 0 0 4,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 0 110,000 110,000
Total Assets 9,000 12,500 280,000 301,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 90,000 90,000
Mortgage - Investment Property 0 0 64,500 64,500
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 500 0 0 500
Hire purchase balance 0 0 0 0
Credit card balance 9,500 3,500 0 13,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -1,000 9,000 125,500 133,500
Total Liabilities 10,000 3,500 154,500 168,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,500 2,000 0 3,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 575 575
Total Income 1,500 2,000 575 4,075
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 362 362
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 125 125
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Overdraft payments 15 0 0 15
Hire purchase repayments 0 0 0 0
Credit card payments 200 100 0 300
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 495 495
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 600 600
Total Monthly Income less Expenditure 1,285 1,900 -1,007 2,178
Total Expenditure 215 100 1,582 1,897
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