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 520,000 0 0 520,000
Car 20,000 16,000 0 36,000
Savings (e.g. bank a/c, building society) 0 0 19,000 19,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 10,000 10,000
Other Assets 0 0 0 0
Investment Property 225,000 250,000 0 475,000
Total Assets 765,000 266,000 29,000 1,060,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 184,119 0 0 184,119
Mortgage - Investment Property 161,672 131,000 0 292,672
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 6,352 0 0 6,352
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 2,588 0 0 2,588
Total Assets less Liabilities 410,269 135,000 29,000 574,269
Total Liabilities 354,731 131,000 0 485,731
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,500 2,600 0 5,100
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 800 800 0 1,600
Total Income 3,300 3,400 0 6,700
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 789 0 0 789
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 401 498 0 899
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 181 0 0 181
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 148 0 0 148
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) 0 0 230 230
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 600 600
Total Monthly Income less Expenditure 1,781 2,902 -830 3,853
Total Expenditure 1,519 498 830 2,847
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