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 160,000 0 0 160,000
Car 8,000 0 0 8,000
Savings (e.g. bank a/c, building society) 20,000 0 0 20,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 120,000 0 0 120,000
Total Assets 308,000 0 0 308,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 104,500 0 0 104,500
Mortgage - Investment Property 92,000 0 0 92,000
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 3,000 0 0 3,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 4,000 0 0 4,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 104,500 0 0 104,500
Total Liabilities 203,500 0 0 203,500
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 5,000 0 0 5,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 5,000 0 0 5,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 480 0 0 480
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 320 0 0 320
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 114 0 0 114
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) 200 0 0 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 500 0 0 500
Total Monthly Income less Expenditure 3,386 0 0 3,386
Total Expenditure 1,614 0 0 1,614
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