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 12,000 0 0 12,000
Savings (e.g. bank a/c, building society) 10,000 0 0 10,000
Investments (e.g. ISA/unit trust/shares etc) 50,000 0 0 50,000
Other Assets 0 0 0 0
Investment Property 950,000 0 0 950,000
Total Assets 1,022,000 0 0 1,022,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 580,000 0 0 580,000
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 8,200 0 0 8,200
Credit card balance 1,600 0 0 1,600
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 432,200 0 0 432,200
Total Liabilities 589,800 0 0 589,800
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 3,500 0 0 3,500
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 2,350 0 0 2,350
Total Income 5,850 0 0 5,850
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) 1,475 0 0 1,475
Investment property - mortgage, management charges & ground rent 250 0 0 250
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 305 0 0 305
Credit card payments 1,500 0 0 1,500
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 200 0 0 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 65 0 0 65
Total Monthly Income less Expenditure 2,055 0 0 2,055
Total Expenditure 3,795 0 0 3,795
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