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 0 650,000 650,000
Car 0 0 23,000 23,000
Savings (e.g. bank a/c, building society) 36,000 0 0 36,000
Investments (e.g. ISA/unit trust/shares etc) 0 43,000 0 43,000
Other Assets 0 0 0 0
Investment Property 0 0 270,000 270,000
Total Assets 36,000 43,000 943,000 1,022,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 420,000 420,000
Mortgage - Investment Property 0 0 160,000 160,000
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 36,000 43,000 363,000 442,000
Total Liabilities 0 0 580,000 580,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 4,190 4,192 0 8,382
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 1,200 1,200
Total Income 4,190 4,192 1,200 9,582
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 2,142 2,142
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 400 400
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 0 400 400
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 1,000 1,000
Total Monthly Income less Expenditure 4,190 4,192 -2,742 5,640
Total Expenditure 0 0 3,942 3,942
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