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 0 360,000 360,000
Car 10,000 6,000 0 16,000
Savings (e.g. bank a/c, building society) 0 0 0 0
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 125,000 220,000 345,000
Total Assets 10,000 131,000 580,000 721,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 154,615 154,615
Mortgage - Investment Property 0 98,000 131,000 229,000
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 5,000 0 0 5,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 3,400 0 0 3,400
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 1,600 33,000 294,385 328,985
Total Liabilities 8,400 98,000 285,615 392,015
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 737 1,800 0 2,537
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 1,455 1,455
Total Income 737 1,800 1,455 3,992
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 697 697
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 595 696 1,291
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 124 0 0 124
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 100 0 0 100
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 150 150
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 400 400
Total Monthly Income less Expenditure 513 1,205 -488 1,230
Total Expenditure 224 595 1,943 2,762
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