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 210,000 0 0 210,000
Car 5,000 0 0 5,000
Savings (e.g. bank a/c, building society) 10,000 0 0 10,000
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 345,000 0 0 345,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 156,500 0 0 156,500
Mortgage - Investment Property 96,000 0 0 96,000
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 10,000 0 0 10,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 500 0 0 500
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 82,000 0 0 82,000
Total Liabilities 263,000 0 0 263,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,800 0 0 2,800
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 250 0 0 250
Total Income 3,050 0 0 3,050
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 586 0 0 586
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 253 0 0 253
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 206 0 0 206
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) 170 0 0 170
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 400 0 0 400
Total Monthly Income less Expenditure 1,435 0 0 1,435
Total Expenditure 1,615 0 0 1,615
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