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 |
290,000 |
290,000 |
| Car |
4,000 |
12,000 |
0 |
16,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
35,000 |
35,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
3,000 |
8,000 |
0 |
11,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
320,000 |
0 |
320,000 |
| Total Assets |
7,000 |
340,000 |
325,000 |
672,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
191,612 |
191,612 |
| Mortgage - Investment Property |
0 |
260,000 |
0 |
260,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
2,350 |
8,000 |
0 |
10,350 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
3,000 |
3,000 |
| Credit card balance |
387 |
1,900 |
0 |
2,287 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
4,263 |
70,100 |
130,388 |
204,751 |
| Total Liabilities |
2,737 |
269,900 |
194,612 |
467,249 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,500 |
3,100 |
0 |
5,600 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
1,325 |
0 |
1,325 |
| Total Income |
2,500 |
4,425 |
0 |
6,925 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
875 |
875 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
1,136 |
0 |
1,136 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
180 |
335 |
0 |
515 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
133 |
133 |
| Credit card payments |
50 |
47 |
0 |
97 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
210 |
210 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
44 |
46 |
400 |
490 |
| Total Monthly Income less Expenditure |
2,226 |
2,861 |
-1,618 |
3,469 |
| Total Expenditure |
274 |
1,564 |
1,618 |
3,456 |