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 1,800,000 0 0 1,800,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 320,000 0 0 320,000
Investments (e.g. ISA/unit trust/shares etc) 312,000 0 0 312,000
Other Assets 523,000 0 0 523,000
Investment Property 0 0 0 0
Total Assets 2,955,000 0 0 2,955,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 0 0 0 0
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 46,145 0 0 46,145
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 2,908,855 0 0 2,908,855
Total Liabilities 46,145 0 0 46,145
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 17,054 0 0 17,054
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 17,054 0 0 17,054
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 0 0
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 0 0
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 641 0 0 641
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) 750 0 0 750
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 5,000 0 0 5,000
Total Monthly Income less Expenditure 10,663 0 0 10,663
Total Expenditure 6,391 0 0 6,391
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