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 90,000 0 0 90,000
Car 5,000 0 0 5,000
Savings (e.g. bank a/c, building society) 0 0 0 0
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 74,000 0 0 74,000
Total Assets 169,000 0 0 169,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 38,117 0 0 38,117
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 17,154 0 0 17,154
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 2,373 0 0 2,373
Credit card balance 1,384 0 0 1,384
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 109,972 0 0 109,972
Total Liabilities 59,028 0 0 59,028
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,930 0 0 2,930
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 970 0 970
Total Income 2,930 970 0 3,900
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 257 0 0 257
Rental payments (if applicable) 330 0 0 330
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 460 0 0 460
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 148 0 0 148
Credit card payments 300 0 0 300
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 150 0 0 150
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 500 200 0 700
Total Monthly Income less Expenditure 785 770 0 1,555
Total Expenditure 2,145 200 0 2,345
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