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 1,250,000 1,250,000
Car 20,000 20,000 0 40,000
Savings (e.g. bank a/c, building society) 0 0 10,000 10,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 0 275,000 275,000
Total Assets 20,000 20,000 1,535,000 1,575,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 115,000 115,000
Mortgage - Investment Property 0 0 130,000 130,000
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 0 0 0 0
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 20,000 20,000 1,290,000 1,330,000
Total Liabilities 0 0 245,000 245,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 7,000 833 0 7,833
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 1,000 1,000
Total Income 7,000 833 1,000 8,833
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,500 1,500
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 280 280
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 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) 0 600 0 600
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 300 0 300
Total Monthly Income less Expenditure 7,000 -67 -780 6,153
Total Expenditure 0 900 1,780 2,680
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