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 0 0
Car 0 0 17,500 17,500
Savings (e.g. bank a/c, building society) 0 0 60,000 60,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 0 190,000 190,000
Total Assets 0 0 267,500 267,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 0 0 129,080 129,080
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 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 92,278 0 0 92,278
Total Assets less Liabilities -92,278 0 138,420 46,142
Total Liabilities 92,278 0 129,080 221,358
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,200 0 0 3,200
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 950 950
Total Income 3,200 0 950 4,150
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 0 0
Rental payments (if applicable) 0 0 1,020 1,020
Investment property - mortgage, management charges & ground rent 0 0 914 914
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 0 0 0 0
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 250 0 0 250
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 239 0 0 239
Total Monthly Income less Expenditure 2,711 0 -984 1,727
Total Expenditure 489 0 1,934 2,423
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