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 0 470,000 470,000
Car 0 0 40,000 40,000
Savings (e.g. bank a/c, building society) 0 0 15,000 15,000
Investments (e.g. ISA/unit trust/shares etc) 0 0 17,000 17,000
Other Assets 0 0 0 0
Investment Property 0 0 320,000 320,000
Total Assets 0 0 862,000 862,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 264,000 264,000
Mortgage - Investment Property 0 0 176,000 176,000
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 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 0 0 422,000 422,000
Total Liabilities 0 0 440,000 440,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 0 5,000 0 5,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 1,100 1,100
Total Income 0 5,000 1,100 6,100
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,300 1,300
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 600 600
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 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) 0 0 350 350
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 1,000 1,000
Total Monthly Income less Expenditure 0 5,000 -2,150 2,850
Total Expenditure 0 0 3,250 3,250
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