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 |
217,000 |
217,000 |
| Car |
19,000 |
0 |
0 |
19,000 |
| Savings (e.g. bank a/c, building society) |
20,000 |
0 |
0 |
20,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
500,000 |
0 |
0 |
500,000 |
| Total Assets |
539,000 |
0 |
217,000 |
756,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
105,000 |
105,000 |
| Mortgage - Investment Property |
375,000 |
0 |
0 |
375,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
16,500 |
0 |
0 |
16,500 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
20,650 |
0 |
0 |
20,650 |
| Credit card balance |
6,848 |
0 |
0 |
6,848 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
120,002 |
0 |
112,000 |
232,002 |
| Total Liabilities |
418,998 |
0 |
105,000 |
523,998 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,500 |
1,800 |
0 |
3,300 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
2,200 |
0 |
0 |
2,200 |
| Total Income |
3,700 |
1,800 |
0 |
5,500 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
740 |
740 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
550 |
0 |
0 |
550 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
266 |
0 |
0 |
266 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
423 |
0 |
0 |
423 |
| Credit card payments |
600 |
0 |
0 |
600 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
200 |
200 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
350 |
350 |
| Total Monthly Income less Expenditure |
1,861 |
1,800 |
-1,290 |
2,371 |
| Total Expenditure |
1,839 |
0 |
1,290 |
3,129 |