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 750,000 0 0 750,000
Car 24,000 0 0 24,000
Savings (e.g. bank a/c, building society) 188,400 0 0 188,400
Investments (e.g. ISA/unit trust/shares etc) 161,400 0 0 161,400
Other Assets 0 0 0 0
Investment Property 500,000 0 0 500,000
Total Assets 1,623,800 0 0 1,623,800
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 247,500 0 0 247,500
Mortgage - Investment Property 94,000 0 0 94,000
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 1,282,300 0 0 1,282,300
Total Liabilities 341,500 0 0 341,500
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 7,200 0 0 7,200
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 880 0 0 880
Total Income 8,080 0 0 8,080
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 2,478 0 0 2,478
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 312 0 0 312
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) 400 0 0 400
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 1,000 0 0 1,000
Total Monthly Income less Expenditure 3,890 0 0 3,890
Total Expenditure 4,190 0 0 4,190
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