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 850,000 0 0 850,000
Car 70,000 0 0 70,000
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 50,000 0 0 50,000
Investment Property 502,000 0 0 502,000
Total Assets 1,472,000 0 0 1,472,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 320,764 0 0 320,764
Mortgage - Investment Property 356,428 0 0 356,428
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 7,112 0 0 7,112
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 52,762 0 0 52,762
Credit card balance 29,944 0 0 29,944
Unpaid income tax 5,619 0 0 5,619
Other liabilities 0 0 0 0
Total Assets less Liabilities 699,371 0 0 699,371
Total Liabilities 772,629 0 0 772,629
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,304 0 0 3,304
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 4,500 0 0 4,500
Total Income 7,804 0 0 7,804
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 1,937 0 0 1,937
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 1,423 0 0 1,423
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 516 0 0 516
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 760 0 0 760
Credit card payments 1,297 0 0 1,297
HMRC payments (unpaid only) 1,100 0 0 1,100
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 676 0 0 676
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 0 0
Total Monthly Income less Expenditure 95 0 0 95
Total Expenditure 7,709 0 0 7,709
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