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 0 280,000 280,000
Car 20,000 0 0 20,000
Savings (e.g. bank a/c, building society) 1,000 0 0 1,000
Investments (e.g. ISA/unit trust/shares etc) 1,000 0 0 1,000
Other Assets 0 0 0 0
Investment Property 0 0 180,000 180,000
Total Assets 22,000 0 460,000 482,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 200,000 200,000
Mortgage - Investment Property 0 0 96,341 96,341
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 21,104 0 0 21,104
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 11,562 0 0 11,562
Unpaid income tax 0 0 0 0
Other liabilities 0 0 4,497 4,497
Total Assets less Liabilities -10,666 0 159,162 148,496
Total Liabilities 32,666 0 300,838 333,504
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,000 1,500 0 4,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 1,500 1,500
Total Income 3,000 1,500 1,500 6,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,100 1,100
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 750 750
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 500 0 0 500
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 200 0 0 200
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 500 500
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 500 500
Total Monthly Income less Expenditure 2,300 1,500 -1,350 2,450
Total Expenditure 700 0 2,850 3,550
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