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 |
725,000 |
725,000 |
| Car |
6,000 |
17,000 |
0 |
23,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
10,000 |
10,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
5,000 |
0 |
0 |
5,000 |
| Investment Property |
0 |
0 |
460,000 |
460,000 |
| Total Assets |
11,000 |
17,000 |
1,195,000 |
1,223,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
490,000 |
490,000 |
| Mortgage - Investment Property |
0 |
0 |
385,000 |
385,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
6,000 |
17,000 |
0 |
23,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
246 |
0 |
0 |
246 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
4,754 |
0 |
320,000 |
324,754 |
| Total Liabilities |
6,246 |
17,000 |
875,000 |
898,246 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,800 |
3,800 |
0 |
7,600 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
1,550 |
1,550 |
| Total Income |
3,800 |
3,800 |
1,550 |
9,150 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,496 |
1,496 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
1,288 |
1,288 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
205 |
459 |
0 |
664 |
| 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 |
100 |
100 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
400 |
400 |
| Total Monthly Income less Expenditure |
3,595 |
3,341 |
-1,734 |
5,202 |
| Total Expenditure |
205 |
459 |
3,284 |
3,948 |