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 0 0 0 0
Car 20,000 0 0 20,000
Savings (e.g. bank a/c, building society) 500 0 0 500
Investments (e.g. ISA/unit trust/shares etc) 3,000 0 0 3,000
Other Assets 15,000 0 0 15,000
Investment Property 90,000 0 0 90,000
Total Assets 128,500 0 0 128,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 60,565 0 0 60,565
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 16,025 0 0 16,025
Ex-host debt 0 0 0 0
Utilised Overdraft 2,000 0 0 2,000
Hire purchase balance 18,908 0 0 18,908
Credit card balance 4,418 0 0 4,418
Unpaid income tax 600 0 0 600
Other liabilities 0 0 0 0
Total Assets less Liabilities 25,984 0 0 25,984
Total Liabilities 102,516 0 0 102,516
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,300 0 0 3,300
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 425 0 0 425
Total Income 3,725 0 0 3,725
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 0 0
Rental payments (if applicable) 650 0 0 650
Investment property - mortgage, management charges & ground rent 325 0 0 325
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 300 0 0 300
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 274 0 0 274
Credit card payments 200 0 0 200
HMRC payments (unpaid only) 500 0 0 500
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 160 0 0 160
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 400 0 0 400
Total Monthly Income less Expenditure 916 0 0 916
Total Expenditure 2,809 0 0 2,809
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