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 425,000 0 0 425,000
Car 8,000 0 0 8,000
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 750,000 0 0 750,000
Total Assets 1,183,000 0 0 1,183,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 188,000 0 0 188,000
Mortgage - Investment Property 150,000 0 0 150,000
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 550 0 0 550
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 30,000 0 0 30,000
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 814,450 0 0 814,450
Total Liabilities 368,550 0 0 368,550
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,500 0 0 1,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 2,500 0 0 2,500
Total Income 4,000 0 0 4,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 896 0 0 896
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 1,350 0 0 1,350
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 44 0 0 44
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 500 0 0 500
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 85 0 0 85
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 250 0 0 250
Total Monthly Income less Expenditure 875 0 0 875
Total Expenditure 3,125 0 0 3,125
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