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 680,000 0 0 680,000
Car 0 0 0 0
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 1,365,000 0 0 1,365,000
Total Assets 2,047,000 0 0 2,047,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 486,000 0 0 486,000
Mortgage - Investment Property 740,000 0 0 740,000
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 27,000 0 0 27,000
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 0 0 0 0
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities 794,000 0 0 794,000
Total Liabilities 1,253,000 0 0 1,253,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 6,000 0 0 6,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
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) 2,168 0 0 2,168
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 1,670 0 0 1,670
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 0 0 0 0
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 170 0 0 170
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 100 0 0 100
Total Monthly Income less Expenditure 1,892 0 0 1,892
Total Expenditure 4,108 0 0 4,108
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