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 0 0
Car 0 0 2,000 2,000
Savings (e.g. bank a/c, building society) 0 20,000 0 20,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 0 200,000 200,000
Total Assets 0 20,000 202,000 222,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 0 0 85,500 85,500
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 3,000 23,000 0 26,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 3,700 0 0 3,700
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -6,700 -3,000 116,500 106,800
Total Liabilities 6,700 23,000 85,500 115,200
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,900 6,240 0 8,140
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 1,615 1,615
Total Income 1,900 6,240 1,615 9,755
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 0 0
Rental payments (if applicable) 0 0 1,700 1,700
Investment property - mortgage, management charges & ground rent 0 0 255 255
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 85 1,054 0 1,139
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
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) 0 0 500 500
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 750 750
Total Monthly Income less Expenditure 1,715 5,186 -1,590 5,311
Total Expenditure 185 1,054 3,205 4,444
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