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 225,000 0 0 225,000
Car 30,000 0 0 30,000
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 275,000 0 0 275,000
Total Assets 530,000 0 0 530,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 39,000 0 0 39,000
Mortgage - Investment Property 144,000 0 0 144,000
Personal loans (Secured) 85,000 0 0 85,000
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 262,000 0 0 262,000
Total Liabilities 268,000 0 0 268,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 36,570 0 0 36,570
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 7,388 0 0 7,388
Total Income 43,958 0 0 43,958
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 450 0 0 450
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 586 0 0 586
Personal loans (Secured) 850 0 0 850
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 412 0 0 412
Credit card payments 0 0 0 0
HMRC payments (unpaid only) 500 0 0 500
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 225 0 0 225
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 350 0 0 350
Total Monthly Income less Expenditure 40,585 0 0 40,585
Total Expenditure 3,373 0 0 3,373
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