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 235,880 0 0 235,880
Car 500 0 0 500
Savings (e.g. bank a/c, building society) 7,000 0 0 7,000
Investments (e.g. ISA/unit trust/shares etc) 2,000 0 0 2,000
Other Assets 0 0 0 0
Investment Property 348,000 0 0 348,000
Total Assets 593,380 0 0 593,380
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 172,099 0 0 172,099
Mortgage - Investment Property 250,000 0 0 250,000
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 22,000 0 0 22,000
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 0 0
Unpaid income tax 400 0 0 400
Other liabilities 0 0 0 0
Total Assets less Liabilities 148,881 0 0 148,881
Total Liabilities 444,499 0 0 444,499
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,062 0 0 3,062
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 2,639 0 0 2,639
Total Income 5,701 0 0 5,701
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 1,131 0 0 1,131
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 883 0 0 883
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 50 0 0 50
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 0 0
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 80 0 0 80
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 600 0 0 600
Total Monthly Income less Expenditure 2,957 0 0 2,957
Total Expenditure 2,744 0 0 2,744
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