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 200,000 0 0 200,000
Car 3,000 0 0 3,000
Savings (e.g. bank a/c, building society) 5,000 0 0 5,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 520,000 0 0 520,000
Total Assets 728,000 0 0 728,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 118,000 0 0 118,000
Mortgage - Investment Property 398,000 0 0 398,000
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 2,300 0 0 2,300
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 209,700 0 0 209,700
Total Liabilities 518,300 0 0 518,300
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 30,000 0 0 30,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 4,050 0 0 4,050
Total Income 34,050 0 0 34,050
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 0 0
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 0 0
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 0 0 0
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 0 0
Total Monthly Income less Expenditure 34,050 0 0 34,050
Total Expenditure 0 0 0 0
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