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 0 525,000 525,000
Car 0 0 25,000 25,000
Savings (e.g. bank a/c, building society) 0 0 20,000 20,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 175,000 0 175,000
Total Assets 0 175,000 570,000 745,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 237,864 237,864
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 41,360 41,360
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 4,269 4,269
Hire purchase balance 0 0 0 0
Credit card balance 0 0 9,193 9,193
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 0 175,000 277,314 452,314
Total Liabilities 0 0 292,686 292,686
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 4,000 500 0 4,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 998 950 0 1,948
Total Income 4,998 1,450 0 6,448
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,960 1,960
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) 0 0 982 982
Ex-host debt 0 0 0 0
Overdraft payments 0 0 130 130
Hire purchase repayments 0 0 0 0
Credit card payments 0 0 300 300
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 350 350
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 400 400
Total Monthly Income less Expenditure 4,998 1,450 -4,122 2,326
Total Expenditure 0 0 4,122 4,122
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