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 685,000 0 0 685,000
Car 15,000 0 0 15,000
Savings (e.g. bank a/c, building society) 25,000 0 0 25,000
Investments (e.g. ISA/unit trust/shares etc) 20,000 0 0 20,000
Other Assets 35,000 0 0 35,000
Investment Property 800,000 0 0 800,000
Total Assets 1,580,000 0 0 1,580,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 268,000 0 0 268,000
Mortgage - Investment Property 101,000 0 0 101,000
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 15,457 0 0 15,457
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 39,837 0 0 39,837
Unpaid income tax 0 0 0 0
Other liabilities 21,819 0 0 21,819
Total Assets less Liabilities 1,133,887 0 0 1,133,887
Total Liabilities 446,113 0 0 446,113
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 4,350 0 0 4,350
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 3,750 0 0 3,750
Total Income 8,100 0 0 8,100
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 1,999 0 0 1,999
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 1,025 0 0 1,025
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 388 0 0 388
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 490 0 0 490
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 120 0 0 120
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 1,200 0 0 1,200
Total Monthly Income less Expenditure 2,878 0 0 2,878
Total Expenditure 5,222 0 0 5,222
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