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 7,000 0 0 7,000
Savings (e.g. bank a/c, building society) 1,000 0 0 1,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 0 260,000 260,000
Total Assets 8,000 0 260,000 268,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 0 0 225,000 225,000
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 3,728 0 0 3,728
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 4,272 0 35,000 39,272
Total Liabilities 3,728 0 225,000 228,728
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,000 0 0 2,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 1,150 1,150
Total Income 2,000 0 1,150 3,150
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) 300 0 0 300
Investment property - mortgage, management charges & ground rent 0 0 875 875
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 150 0 0 150
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 0 0
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 300 0 0 300
Total Monthly Income less Expenditure 1,250 0 275 1,525
Total Expenditure 750 0 875 1,625
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