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 1,500,000 0 0 1,500,000
Car 4,000 0 0 4,000
Savings (e.g. bank a/c, building society) 75,000 0 0 75,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 2,430,000 0 0 2,430,000
Total Assets 4,009,000 0 0 4,009,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 610,000 0 0 610,000
Mortgage - Investment Property 1,147,000 0 0 1,147,000
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 890 0 0 890
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 7,399 0 0 7,399
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 2,243,711 0 0 2,243,711
Total Liabilities 1,765,289 0 0 1,765,289
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 4,166 0 0 4,166
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 2,900 0 0 2,900
Total Income 7,066 0 0 7,066
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 2,100 0 0 2,100
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 2,856 0 0 2,856
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) 200 0 0 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 200 0 0 200
Total Monthly Income less Expenditure 1,710 0 0 1,710
Total Expenditure 5,356 0 0 5,356
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