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 0 240,000 240,000
Car 40,000 0 0 40,000
Savings (e.g. bank a/c, building society) 20,500 0 0 20,500
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 620,000 0 0 620,000
Total Assets 680,500 0 240,000 920,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 175,000 175,000
Mortgage - Investment Property 376,480 0 0 376,480
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 31,209 0 0 31,209
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 6,272 0 0 6,272
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 266,539 0 65,000 331,539
Total Liabilities 413,961 0 175,000 588,961
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,483 0 0 2,483
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 1,600 0 0 1,600
Total Income 4,083 0 0 4,083
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 360 360
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 717 0 0 717
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 916 0 0 916
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 23 0 0 23
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 50 50
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 600 600
Total Monthly Income less Expenditure 2,427 0 -1,010 1,417
Total Expenditure 1,656 0 1,010 2,666
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