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 |
485,000 |
0 |
0 |
485,000 |
| Car |
0 |
0 |
0 |
0 |
| Savings (e.g. bank a/c, building society) |
45,000 |
10,000 |
0 |
55,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
3,500 |
0 |
0 |
3,500 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
250,000 |
560,000 |
500,000 |
1,310,000 |
| Total Assets |
783,500 |
570,000 |
500,000 |
1,853,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
225,000 |
0 |
0 |
225,000 |
| Mortgage - Investment Property |
150,000 |
400,000 |
180,000 |
730,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
30,000 |
0 |
30,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
16,840 |
0 |
0 |
16,840 |
| Credit card balance |
1,000 |
0 |
0 |
1,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
390,660 |
140,000 |
320,000 |
850,660 |
| Total Liabilities |
392,840 |
430,000 |
180,000 |
1,002,840 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,500 |
4,200 |
0 |
5,700 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
950 |
2,400 |
1,500 |
4,850 |
| Total Income |
2,450 |
6,600 |
1,500 |
10,550 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
89 |
0 |
0 |
89 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
550 |
1,030 |
350 |
1,930 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
780 |
0 |
780 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
225 |
0 |
0 |
225 |
| Credit card payments |
1,000 |
0 |
0 |
1,000 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
300 |
200 |
0 |
500 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
300 |
0 |
300 |
| Total Monthly Income less Expenditure |
286 |
4,290 |
1,150 |
5,726 |
| Total Expenditure |
2,164 |
2,310 |
350 |
4,824 |