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 181,000 0 0 181,000
Car 4,500 0 0 4,500
Savings (e.g. bank a/c, building society) 2,000 0 0 2,000
Investments (e.g. ISA/unit trust/shares etc) 6,000 0 0 6,000
Other Assets 6,932 0 0 6,932
Investment Property 179,000 0 0 179,000
Total Assets 379,432 0 0 379,432
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 145,219 0 0 145,219
Mortgage - Investment Property 106,499 0 0 106,499
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 4,950 0 0 4,950
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 13,013 0 0 13,013
Unpaid income tax 0 0 0 0
Other liabilities 669 0 0 669
Total Assets less Liabilities 109,082 0 0 109,082
Total Liabilities 270,350 0 0 270,350
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 0 0 0
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 1,952 0 0 1,952
Total Income 1,952 0 0 1,952
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 805 0 0 805
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 181 0 0 181
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 132 0 0 132
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 390 0 0 390
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) 150 0 0 150
Total Monthly Income less Expenditure 94 0 0 94
Total Expenditure 1,858 0 0 1,858
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