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 0 287,500 287,500
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 5,405 0 20,370 25,775
Investments (e.g. ISA/unit trust/shares etc) 11,412 0 0 11,412
Other Assets 0 0 5,000 5,000
Investment Property 0 0 187,500 187,500
Total Assets 16,817 0 500,370 517,187
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 103,402 103,402
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
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 0 0 0 0
Total Assets less Liabilities 16,817 0 396,968 413,785
Total Liabilities 0 0 103,402 103,402
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 0 2,448 2,448
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 1,172 1,172
Total Income 0 0 3,620 3,620
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 765 765
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) 0 0 0 0
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
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 0 256 256
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 800 800
Total Monthly Income less Expenditure 0 0 1,799 1,799
Total Expenditure 0 0 1,821 1,821
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