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 250,000 0 0 250,000
Car 5,000 0 0 5,000
Savings (e.g. bank a/c, building society) 4,000 0 0 4,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 420,000 0 0 420,000
Total Assets 679,000 0 0 679,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 187,472 0 0 187,472
Mortgage - Investment Property 319,016 0 0 319,016
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 114 0 0 114
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 1,831 0 0 1,831
Credit card balance 12,911 0 0 12,911
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 157,656 0 0 157,656
Total Liabilities 521,344 0 0 521,344
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,838 0 0 1,838
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 2,700 0 0 2,700
Total Income 4,538 0 0 4,538
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 878 0 0 878
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 1,135 0 0 1,135
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 57 0 0 57
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 91 0 0 91
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) 200 0 0 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 1,000 0 0 1,000
Total Monthly Income less Expenditure 977 0 0 977
Total Expenditure 3,561 0 0 3,561
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