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 575,000 0 0 575,000
Car 10,000 0 0 10,000
Savings (e.g. bank a/c, building society) 3,000 0 0 3,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 275,000 0 0 275,000
Total Assets 863,000 0 0 863,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 353,145 0 0 353,145
Mortgage - Investment Property 166,946 0 0 166,946
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 793 0 0 793
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 9,751 0 0 9,751
Credit card balance 743 0 0 743
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 331,622 0 0 331,622
Total Liabilities 531,378 0 0 531,378
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 471 0 0 471
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 1,965 0 0 1,965
Total Income 2,436 0 0 2,436
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 1,772 0 0 1,772
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 833 0 0 833
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 160 0 0 160
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 195 0 0 195
Credit card payments 35 0 0 35
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 400 0 0 400
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 800 0 0 800
Total Monthly Income less Expenditure -1,759 0 0 -1,759
Total Expenditure 4,195 0 0 4,195
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