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 0 0 0 0
Car 90,000 0 0 90,000
Savings (e.g. bank a/c, building society) 2,000 0 0 2,000
Investments (e.g. ISA/unit trust/shares etc) 50,000 0 0 50,000
Other Assets 0 0 0 0
Investment Property 4,800,000 0 0 4,800,000
Total Assets 4,942,000 0 0 4,942,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 3,849 0 0 3,849
Ex-host debt 0 0 0 0
Utilised Overdraft 3,500 0 0 3,500
Hire purchase balance 51,000 0 0 51,000
Credit card balance 9,000 0 0 9,000
Unpaid income tax 4,500 0 0 4,500
Other liabilities 0 0 0 0
Total Assets less Liabilities 4,870,151 0 0 4,870,151
Total Liabilities 71,849 0 0 71,849
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 4,000 0 0 4,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 2,000 0 0 2,000
Total Income 6,000 0 0 6,000
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) 3,000 0 0 3,000
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 1,025 0 0 1,025
Credit card payments 300 0 0 300
HMRC payments (unpaid only) 500 0 0 500
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 400 0 0 400
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 300 0 0 300
Total Monthly Income less Expenditure 475 0 0 475
Total Expenditure 5,525 0 0 5,525
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