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 195,000 0 0 195,000
Car 5,000 0 0 5,000
Savings (e.g. bank a/c, building society) 8,000 0 0 8,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 70,000 0 0 70,000
Total Assets 278,000 0 0 278,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 110,000 0 0 110,000
Mortgage - Investment Property 55,000 0 0 55,000
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 19,000 0 0 19,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 11,500 0 0 11,500
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 82,500 0 0 82,500
Total Liabilities 195,500 0 0 195,500
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 5,200 0 0 5,200
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 475 0 0 475
Total Income 5,675 0 0 5,675
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 730 0 0 730
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) 759 0 0 759
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 375 0 0 375
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 98 0 0 98
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 265 0 0 265
Total Monthly Income less Expenditure 3,128 0 0 3,128
Total Expenditure 2,547 0 0 2,547
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