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 275,000 0 0 275,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 30,000 0 0 30,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 150,000 0 0 150,000
Investment Property 0 0 0 0
Total Assets 455,000 0 0 455,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 227,000 227,000
Mortgage - Investment Property 0 0 100,000 100,000
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 0 0 0 0
Credit card balance 50,000 0 0 50,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 405,000 0 -327,000 78,000
Total Liabilities 50,000 0 327,000 377,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 4,000 0 0 4,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 1,500 0 0 1,500
Total Income 5,500 0 0 5,500
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 1,231 0 0 1,231
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 470 0 0 470
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 0 0 0 0
Credit card payments 600 0 0 600
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 252 0 0 252
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 600 0 0 600
Total Monthly Income less Expenditure 2,347 0 0 2,347
Total Expenditure 3,153 0 0 3,153
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