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 150,000 0 0 150,000
Car 20,000 0 0 20,000
Savings (e.g. bank a/c, building society) 7,500 0 0 7,500
Investments (e.g. ISA/unit trust/shares etc) 4,500 0 0 4,500
Other Assets 350,000 0 0 350,000
Investment Property 10,000,000 0 0 10,000,000
Total Assets 10,532,000 0 0 10,532,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 760,000 0 0 760,000
Mortgage - Investment Property 6,611,500 0 0 6,611,500
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 72,208 0 0 72,208
Ex-host debt 0 0 0 0
Utilised Overdraft 8,505 0 0 8,505
Hire purchase balance 0 0 0 0
Credit card balance 84,472 0 0 84,472
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 2,995,315 0 0 2,995,315
Total Liabilities 7,536,685 0 0 7,536,685
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 7,500 0 0 7,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 22,558 0 0 22,558
Total Income 30,058 0 0 30,058
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 2,500 0 0 2,500
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 11,587 0 0 11,587
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 1,555 0 0 1,555
Ex-host debt 0 0 0 0
Overdraft payments 100 0 0 100
Hire purchase repayments 0 0 0 0
Credit card payments 1,500 0 0 1,500
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 350 0 0 350
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 500 0 0 500
Total Monthly Income less Expenditure 11,966 0 0 11,966
Total Expenditure 18,092 0 0 18,092
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