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 |
600,000 |
600,000 |
| Car |
22,000 |
12,000 |
0 |
34,000 |
| Savings (e.g. bank a/c, building society) |
7,275 |
6,700 |
24,000 |
37,975 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
160,000 |
0 |
160,000 |
320,000 |
| Total Assets |
189,275 |
18,700 |
784,000 |
991,975 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
396,000 |
396,000 |
| Mortgage - Investment Property |
110,000 |
0 |
114,000 |
224,000 |
| 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 |
2,000 |
2,000 |
| Credit card balance |
23,600 |
0 |
0 |
23,600 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
55,675 |
18,700 |
272,000 |
346,375 |
| Total Liabilities |
133,600 |
0 |
512,000 |
645,600 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
6,000 |
1,100 |
0 |
7,100 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
675 |
0 |
625 |
1,300 |
| Total Income |
6,675 |
1,100 |
625 |
8,400 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,809 |
1,809 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
584 |
0 |
178 |
762 |
| 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 |
44 |
44 |
| Credit card payments |
400 |
0 |
0 |
400 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
320 |
320 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,000 |
1,000 |
| Total Monthly Income less Expenditure |
5,691 |
1,100 |
-2,726 |
4,065 |
| Total Expenditure |
984 |
0 |
3,351 |
4,335 |