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 |
18,000 |
0 |
0 |
18,000 |
| Savings (e.g. bank a/c, building society) |
10,000 |
0 |
0 |
10,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
6,000 |
6,000 |
| Investment Property |
0 |
0 |
460,000 |
460,000 |
| Total Assets |
28,000 |
0 |
1,191,000 |
1,219,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
491,902 |
491,902 |
| Mortgage - Investment Property |
0 |
0 |
391,742 |
391,742 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
19,500 |
0 |
0 |
19,500 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
2,400 |
0 |
0 |
2,400 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
6,100 |
0 |
307,356 |
313,456 |
| Total Liabilities |
21,900 |
0 |
883,644 |
905,544 |
| 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 |
1,495 |
1,495 |
| 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) |
0 |
0 |
459 |
459 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
59 |
0 |
0 |
59 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
177 |
177 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
400 |
400 |
| Total Monthly Income less Expenditure |
3,741 |
3,800 |
-2,269 |
5,272 |
| Total Expenditure |
59 |
0 |
3,819 |
3,878 |