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 995,000 0 0 995,000
Car 45,000 0 0 45,000
Savings (e.g. bank a/c, building society) 15,000 0 0 15,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 330,000 0 0 330,000
Total Assets 1,385,000 0 0 1,385,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 730,090 0 0 730,090
Mortgage - Investment Property 227,782 0 0 227,782
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 35,987 0 0 35,987
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 36,800 0 0 36,800
Credit card balance 27,635 0 0 27,635
Unpaid income tax 132,180 0 0 132,180
Other liabilities 0 0 0 0
Total Assets less Liabilities 194,526 0 0 194,526
Total Liabilities 1,190,474 0 0 1,190,474
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 18,205 0 0 18,205
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 1,700 0 0 1,700
Total Income 19,905 0 0 19,905
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 3,459 0 0 3,459
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 1,175 0 0 1,175
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 1,163 0 0 1,163
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 394 0 0 394
Credit card payments 275 0 0 275
HMRC payments (unpaid only) 2,500 0 0 2,500
CSA/Maintenance Payments 399 0 0 399
Utilities (Gas/water/Elec/phone/internet) 402 0 0 402
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 94 0 0 94
Total Monthly Income less Expenditure 10,044 0 0 10,044
Total Expenditure 9,861 0 0 9,861
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