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 0 0
Savings (e.g. bank a/c, building society) 0 1,000 19,000 20,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 0 400,000 400,000
Total Assets 0 1,000 1,069,000 1,070,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 285,177 285,177
Mortgage - Investment Property 0 0 296,301 296,301
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 347 0 0 347
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 16,074 1,382 0 17,456
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -16,421 -382 487,522 470,719
Total Liabilities 16,421 1,382 581,478 599,281
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,371 885 0 3,256
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 1,669 1,669
Total Income 2,371 885 1,669 4,925
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 989 989
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 665 665
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 53 0 0 53
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 300 50 0 350
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 0 800 800
Total Monthly Income less Expenditure 2,018 835 -1,185 1,668
Total Expenditure 353 50 2,854 3,257
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