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 0 550,000 550,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 10,000 10,000 6,092 26,092
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 0 375,000 375,000
Total Assets 10,000 10,000 931,092 951,092
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 257,304 257,304
Mortgage - Investment Property 0 0 222,749 222,749
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 439 0 0 439
Credit card balance 40 10 0 50
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 9,521 9,990 451,039 470,549
Total Liabilities 479 10 480,053 480,542
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 1,885 0 1,885
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 1,585 1,585
Total Income 0 1,885 1,585 3,470
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,100 1,100
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 500 500
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 34 0 0 34
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) 15 400 0 415
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 500 500
Total Monthly Income less Expenditure -49 1,485 -515 921
Total Expenditure 49 400 2,100 2,549
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