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 |
350,000 |
350,000 |
| Car |
20,000 |
13,000 |
0 |
33,000 |
| Savings (e.g. bank a/c, building society) |
7,500 |
0 |
10,000 |
17,500 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
270,000 |
270,000 |
| Total Assets |
27,500 |
13,000 |
630,000 |
670,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
198,205 |
198,205 |
| Mortgage - Investment Property |
0 |
0 |
169,920 |
169,920 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
20,889 |
13,000 |
0 |
33,889 |
| Credit card balance |
0 |
800 |
0 |
800 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
6,611 |
-800 |
261,875 |
267,686 |
| Total Liabilities |
20,889 |
13,800 |
368,125 |
402,814 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,300 |
950 |
0 |
3,250 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
1,584 |
1,584 |
| Total Income |
2,300 |
950 |
1,584 |
4,834 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
996 |
996 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
498 |
498 |
| Personal loans (Secured) |
379 |
273 |
0 |
652 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
0 |
85 |
0 |
85 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
300 |
300 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
800 |
800 |
| Total Monthly Income less Expenditure |
1,921 |
592 |
-1,010 |
1,503 |
| Total Expenditure |
379 |
358 |
2,594 |
3,331 |