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 380,000 0 0 380,000
Car 16,000 0 0 16,000
Savings (e.g. bank a/c, building society) 3,000 0 0 3,000
Investments (e.g. ISA/unit trust/shares etc) 20,000 0 0 20,000
Other Assets 18,000 0 0 18,000
Investment Property 40,000 0 0 40,000
Total Assets 477,000 0 0 477,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 168,614 0 0 168,614
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 10,332 0 0 10,332
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 972 0 0 972
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 297,082 0 0 297,082
Total Liabilities 179,918 0 0 179,918
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 4,000 0 0 4,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 4,000 0 0 4,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 1,128 0 0 1,128
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 463 0 0 463
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 243 0 0 243
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) 190 0 0 190
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 600 0 0 600
Total Monthly Income less Expenditure 1,376 0 0 1,376
Total Expenditure 2,624 0 0 2,624
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