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 0 700,000 700,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 1,300 0 0 1,300
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 0 600,000 600,000
Total Assets 1,300 0 1,300,000 1,301,300
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 293,743 293,743
Mortgage - Investment Property 0 0 296,333 296,333
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 1,334 0 0 1,334
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 13,642 0 0 13,642
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -13,676 0 709,924 696,248
Total Liabilities 14,976 0 590,076 605,052
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,800 0 0 2,800
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 1,785 0 0 1,785
Total Income 4,585 0 0 4,585
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 423 423
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 565 565
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 89 0 0 89
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 272 0 0 272
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 300 0 0 300
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 400 0 0 400
Total Monthly Income less Expenditure 3,524 0 -988 2,536
Total Expenditure 1,061 0 988 2,049
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