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 525,000 0 0 525,000
Car 12,000 0 0 12,000
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 395,000 0 0 395,000
Total Assets 952,000 0 0 952,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 231,000 0 0 231,000
Mortgage - Investment Property 257,000 0 0 257,000
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
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 464,000 0 0 464,000
Total Liabilities 488,000 0 0 488,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,000 0 0 3,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 543 0 0 543
Total Income 3,543 0 0 3,543
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 985 0 0 985
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 717 0 0 717
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
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) 165 0 0 165
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 500 0 0 500
Total Monthly Income less Expenditure 1,176 0 0 1,176
Total Expenditure 2,367 0 0 2,367
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