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 240,000 0 0 240,000
Car 18,000 0 0 18,000
Savings (e.g. bank a/c, building society) 0 0 0 0
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 50,000 0 0 50,000
Investment Property 150,000 0 0 150,000
Total Assets 458,000 0 0 458,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 117,452 0 0 117,452
Mortgage - Investment Property 103,989 0 0 103,989
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 1,300 0 0 1,300
Hire purchase balance 0 0 0 0
Credit card balance 18,064 0 0 18,064
Unpaid income tax 5,203 0 0 5,203
Other liabilities 0 0 0 0
Total Assets less Liabilities 211,992 0 0 211,992
Total Liabilities 246,008 0 0 246,008
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,500 0 0 2,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 1,595 0 0 1,595
Total Income 4,095 0 0 4,095
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 409 0 0 409
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 306 0 0 306
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Overdraft payments 30 0 0 30
Hire purchase repayments 0 0 0 0
Credit card payments 470 0 0 470
HMRC payments (unpaid only) 301 0 0 301
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 140 0 0 140
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 400 0 0 400
Total Monthly Income less Expenditure 2,039 0 0 2,039
Total Expenditure 2,056 0 0 2,056
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