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 700,000 0 0 700,000
Car 25,000 0 0 25,000
Savings (e.g. bank a/c, building society) 250,000 0 0 250,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 400,000 0 0 400,000
Total Assets 1,375,000 0 0 1,375,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 178,765 0 0 178,765
Mortgage - Investment Property 230,290 0 0 230,290
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 471 0 0 471
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 5,900 0 0 5,900
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 959,574 0 0 959,574
Total Liabilities 415,426 0 0 415,426
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 5,579 0 0 5,579
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 1,000 0 0 1,000
Total Income 6,579 0 0 6,579
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 67 0 0 67
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 566 0 0 566
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 210 0 0 210
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 200 0 0 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 105 0 0 105
Total Monthly Income less Expenditure 5,431 0 0 5,431
Total Expenditure 1,148 0 0 1,148
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