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 2,500,000 2,500,000
Car 45,000 45,000 0 90,000
Savings (e.g. bank a/c, building society) 0 0 100,000 100,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 45,000 45,000 2,600,000 2,690,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 1,082,824 1,082,824
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 63,765 0 0 63,765
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 50,651 0 0 50,651
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -69,416 45,000 1,517,176 1,492,760
Total Liabilities 114,416 0 1,082,824 1,197,240
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 9,000 9,000 0 18,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 9,000 9,000 0 18,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 5,410 5,410
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 1,213 0 0 1,213
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 4,090 0 0 4,090
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 750 750
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 5,000 5,000
Total Monthly Income less Expenditure 3,697 9,000 -11,160 1,537
Total Expenditure 5,303 0 11,160 16,463
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