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 0 450,000 450,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 90,000 0 0 90,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 350,000 0 0 350,000
Total Assets 440,000 0 450,000 890,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 82,667 82,667
Mortgage - Investment Property 274,557 0 0 274,557
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 165,443 0 367,333 532,776
Total Liabilities 274,557 0 82,667 357,224
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 24,000 0 0 24,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 40,000 0 0 40,000
Total Income 64,000 0 0 64,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,032 1,032
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 684 0 0 684
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 0 0
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 0 0
Total Monthly Income less Expenditure 63,316 0 -1,032 62,284
Total Expenditure 684 0 1,032 1,716
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