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 160,000 0 0 160,000
Car 13,000 0 0 13,000
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 305,000 0 0 305,000
Total Assets 478,000 0 0 478,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 107,000 0 0 107,000
Mortgage - Investment Property 228,750 0 0 228,750
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 17,000 0 0 17,000
Credit card balance 1,000 0 0 1,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 124,250 0 0 124,250
Total Liabilities 353,750 0 0 353,750
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,900 0 0 1,900
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 745 0 0 745
Total Income 2,645 0 0 2,645
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 535 0 0 535
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 745 0 0 745
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 340 0 0 340
Credit card payments 35 0 0 35
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 125 0 0 125
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 300 0 0 300
Total Monthly Income less Expenditure 565 0 0 565
Total Expenditure 2,080 0 0 2,080
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