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 20,000 0 0 20,000
Savings (e.g. bank a/c, building society) 0 0 0 0
Investments (e.g. ISA/unit trust/shares etc) 100 0 0 100
Other Assets 0 0 0 0
Investment Property 2,000,000 0 0 2,000,000
Total Assets 2,020,100 0 0 2,020,100
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 0 0
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 145 0 0 145
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 4,000 0 0 4,000
Unpaid income tax 2,000 0 0 2,000
Other liabilities 0 0 0 0
Total Assets less Liabilities 2,013,955 0 0 2,013,955
Total Liabilities 6,145 0 0 6,145
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. 1,400 0 0 1,400
Total Income 2,600 0 0 2,600
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) 1,096 0 0 1,096
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 145 0 0 145
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 500 0 0 500
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 0 0
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 200 0 0 200
Total Monthly Income less Expenditure 659 0 0 659
Total Expenditure 1,941 0 0 1,941
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