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 180,000 0 0 180,000
Car 25,000 0 0 25,000
Savings (e.g. bank a/c, building society) 10,000 0 0 10,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 300,000 0 0 300,000
Total Assets 515,000 0 0 515,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 98,000 0 0 98,000
Mortgage - Investment Property 10,000 0 0 10,000
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 409 0 0 409
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 2,000 0 0 2,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 404,591 0 0 404,591
Total Liabilities 110,409 0 0 110,409
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,500 0 0 2,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 1,150 0 0 1,150
Total Income 3,650 0 0 3,650
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 600 0 0 600
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 409 0 0 409
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 100 0 0 100
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) 200 0 0 200
Total Monthly Income less Expenditure 2,041 0 0 2,041
Total Expenditure 1,609 0 0 1,609
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