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 |
550,000 |
550,000 |
| Car |
5,000 |
0 |
0 |
5,000 |
| Savings (e.g. bank a/c, building society) |
0 |
5,000 |
0 |
5,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
20,000 |
0 |
20,000 |
| Investment Property |
0 |
2,600,000 |
0 |
2,600,000 |
| Total Assets |
5,000 |
2,625,000 |
550,000 |
3,180,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
265,612 |
265,612 |
| Mortgage - Investment Property |
0 |
1,700,000 |
0 |
1,700,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
314 |
0 |
0 |
314 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
750 |
0 |
0 |
750 |
| Hire purchase balance |
0 |
22,000 |
0 |
22,000 |
| Credit card balance |
3,867 |
36,000 |
0 |
39,867 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
70 |
867,000 |
284,388 |
1,151,458 |
| Total Liabilities |
4,930 |
1,758,000 |
265,612 |
2,028,542 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,600 |
2,745 |
0 |
4,345 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
8,544 |
0 |
8,544 |
| Total Income |
1,600 |
11,289 |
0 |
12,889 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,121 |
1,121 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
5,000 |
0 |
5,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
171 |
0 |
0 |
171 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
400 |
0 |
400 |
| Credit card payments |
75 |
792 |
0 |
867 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
62 |
369 |
0 |
431 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
1,039 |
440 |
0 |
1,479 |
| Total Monthly Income less Expenditure |
253 |
4,288 |
-1,121 |
3,420 |
| Total Expenditure |
1,347 |
7,001 |
1,121 |
9,469 |