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 0 0 0 0
Savings (e.g. bank a/c, building society) 50,000 0 0 50,000
Investments (e.g. ISA/unit trust/shares etc) 20,000 0 0 20,000
Other Assets 0 0 0 0
Investment Property 10,000 0 0 10,000
Total Assets 80,000 0 0 80,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 109,000 0 0 109,000
Mortgage - Investment Property 450,000 0 0 450,000
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 -479,000 0 0 -479,000
Total Liabilities 559,000 0 0 559,000
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 50,000 0 0 50,000
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 50,000 0 0 50,000
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 1,400 0 0 1,400
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 500 0 0 500
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 0 0
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 0 0
Total Monthly Income less Expenditure 48,100 0 0 48,100
Total Expenditure 1,900 0 0 1,900
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