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 7,000 0 0 7,000
Savings (e.g. bank a/c, building society) 0 1,500 0 1,500
Investments (e.g. ISA/unit trust/shares etc) 0 5,000 7,500 12,500
Other Assets 68,435 0 50,000 118,435
Investment Property 900,000 0 0 900,000
Total Assets 975,435 6,500 57,500 1,039,435
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 803,722 0 0 803,722
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 500 0 0 500
Hire purchase balance 0 0 0 0
Credit card balance 30,320 0 0 30,320
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 140,893 6,500 57,500 204,893
Total Liabilities 834,542 0 0 834,542
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 920 1,786 0 2,706
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 6,349 0 0 6,349
Total Income 7,269 1,786 0 9,055
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) 1,200 0 0 1,200
Investment property - mortgage, management charges & ground rent 2,670 0 0 2,670
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 910 0 0 910
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 87 0 0 87
Utilities (Gas/water/Elec/phone/internet) 226 0 0 226
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 500 500 0 1,000
Total Monthly Income less Expenditure 1,676 1,286 0 2,962
Total Expenditure 5,593 500 0 6,093
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