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 1,250 0 0 1,250
Savings (e.g. bank a/c, building society) 2,000 0 0 2,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 675,000 0 350,000 1,025,000
Total Assets 678,250 0 350,000 1,028,250
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 48,970 0 504,038 553,008
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 12,074 0 0 12,074
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 2,272 0 0 2,272
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 614,934 0 -154,038 460,896
Total Liabilities 63,316 0 504,038 567,354
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,200 0 0 1,200
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 2,650 0 1,400 4,050
Total Income 3,850 0 1,400 5,250
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 1,550 0 775 2,325
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 275 0 0 275
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 205 0 0 205
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 500 0 0 500
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 500 0 0 500
Total Monthly Income less Expenditure 820 0 625 1,445
Total Expenditure 3,030 0 775 3,805
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