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 127,000 0 0 127,000
Car 5,000 0 0 5,000
Savings (e.g. bank a/c, building society) 280 0 1,300 1,580
Investments (e.g. ISA/unit trust/shares etc) 200 0 0 200
Other Assets 0 0 0 0
Investment Property 60,000 0 0 60,000
Total Assets 192,480 0 1,300 193,780
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 89,500 0 0 89,500
Mortgage - Investment Property 40,500 0 0 40,500
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 9,568 0 0 9,568
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 0 0 44 44
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 52,912 0 1,256 54,168
Total Liabilities 139,568 0 44 139,612
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,635 250 0 1,885
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 423 103 0 526
Total Income 2,058 353 0 2,411
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 401 0 0 401
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 166 0 0 166
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 205 0 0 205
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 44 44
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 138 138
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 740 740
Total Monthly Income less Expenditure 1,286 353 -922 717
Total Expenditure 772 0 922 1,694
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