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 0 325,000 325,000
Car 20,000 0 0 20,000
Savings (e.g. bank a/c, building society) 85,000 0 0 85,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 250,000 0 0 250,000
Total Assets 355,000 0 325,000 680,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 220,000 220,000
Mortgage - Investment Property 90,000 0 0 90,000
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 11,281 0 0 11,281
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 1,667 0 0 1,667
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 252,052 0 105,000 357,052
Total Liabilities 102,948 0 220,000 322,948
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,925 0 0 2,925
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 875 0 0 875
Total Income 3,800 0 0 3,800
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 600 600
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 450 0 0 450
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 375 0 0 375
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 50 0 0 50
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 300 0 0 300
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 500 0 0 500
Total Monthly Income less Expenditure 2,125 0 -600 1,525
Total Expenditure 1,675 0 600 2,275
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