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 975,000 0 0 975,000
Car 32,500 0 0 32,500
Savings (e.g. bank a/c, building society) 0 0 0 0
Investments (e.g. ISA/unit trust/shares etc) 33,000 0 0 33,000
Other Assets 0 0 0 0
Investment Property 350,000 0 0 350,000
Total Assets 1,390,500 0 0 1,390,500
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 725,890 0 0 725,890
Mortgage - Investment Property 225,270 0 0 225,270
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 31,730 0 0 31,730
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 39,000 0 0 39,000
Credit card balance 20,930 0 0 20,930
Unpaid income tax 95,300 0 0 95,300
Other liabilities 0 0 0 0
Total Assets less Liabilities 252,380 0 0 252,380
Total Liabilities 1,138,120 0 0 1,138,120
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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