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 180,000 0 0 180,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 0 0 0 0
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 780,000 0 0 780,000
Total Assets 960,000 0 0 960,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 144,000 0 0 144,000
Mortgage - Investment Property 540,000 0 0 540,000
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 24,594 0 0 24,594
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 13,200 0 0 13,200
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 238,206 0 0 238,206
Total Liabilities 721,794 0 0 721,794
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 5,500 0 0 5,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 4,255 0 0 4,255
Total Income 9,755 0 0 9,755
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 828 0 0 828
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 1,717 0 0 1,717
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 794 0 0 794
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 400 0 0 400
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 140 0 0 140
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 500 0 0 500
Total Monthly Income less Expenditure 5,376 0 0 5,376
Total Expenditure 4,379 0 0 4,379
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