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 0 0
Savings (e.g. bank a/c, building society) 20,000 0 0 20,000
Investments (e.g. ISA/unit trust/shares etc) 1,650 0 0 1,650
Other Assets 7,500 0 0 7,500
Investment Property 0 0 78,000 78,000
Total Assets 29,150 0 78,000 107,150
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 0 0 54,000 54,000
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 8,514 0 0 8,514
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 1,900 0 0 1,900
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 18,736 0 24,000 42,736
Total Liabilities 10,414 0 54,000 64,414
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,500 0 0 2,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 450 450
Total Income 2,500 0 450 2,950
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 0 0
Investment property - mortgage, management charges & ground rent 0 0 400 400
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 180 0 0 180
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 500 0 0 500
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 0 0
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 100 0 0 100
Total Monthly Income less Expenditure 1,720 0 50 1,770
Total Expenditure 780 0 400 1,180
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