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 |
450,000 |
0 |
0 |
450,000 |
| Car |
0 |
0 |
0 |
0 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
0 |
0 |
| Investments (e.g. ISA/unit trust/shares etc) |
9,500 |
0 |
0 |
9,500 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
125,000 |
0 |
0 |
125,000 |
| Total Assets |
584,500 |
0 |
0 |
584,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
201,000 |
0 |
0 |
201,000 |
| Mortgage - Investment Property |
166,000 |
0 |
0 |
166,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
6,600 |
0 |
0 |
6,600 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
8,000 |
0 |
0 |
8,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
202,900 |
0 |
0 |
202,900 |
| Total Liabilities |
381,600 |
0 |
0 |
381,600 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,500 |
2,600 |
0 |
5,100 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
574 |
0 |
0 |
574 |
| Total Income |
3,074 |
2,600 |
0 |
5,674 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
986 |
0 |
0 |
986 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
450 |
0 |
0 |
450 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
101 |
0 |
0 |
101 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
75 |
0 |
0 |
75 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
165 |
0 |
165 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
900 |
550 |
0 |
1,450 |
| Total Monthly Income less Expenditure |
562 |
1,885 |
0 |
2,447 |
| Total Expenditure |
2,512 |
715 |
0 |
3,227 |