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 |
200,000 |
0 |
0 |
200,000 |
| Car |
5,500 |
9,200 |
0 |
14,700 |
| Savings (e.g. bank a/c, building society) |
1,550 |
19,000 |
0 |
20,550 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
180,000 |
183,000 |
0 |
363,000 |
| Total Assets |
387,050 |
211,200 |
0 |
598,250 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
116,649 |
0 |
0 |
116,649 |
| Mortgage - Investment Property |
130,909 |
101,184 |
0 |
232,093 |
| Personal loans (Secured) |
0 |
6,942 |
0 |
6,942 |
| Personal loans (unsecured) |
10,036 |
0 |
0 |
10,036 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
6,663 |
4,308 |
0 |
10,971 |
| Credit card balance |
0 |
3,239 |
0 |
3,239 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
122,794 |
95,528 |
0 |
218,321 |
| Total Liabilities |
264,257 |
115,672 |
0 |
379,929 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,000 |
800 |
0 |
2,800 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
795 |
975 |
0 |
1,770 |
| Total Income |
2,795 |
1,775 |
0 |
4,570 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
412 |
0 |
0 |
412 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
241 |
178 |
0 |
419 |
| Personal loans (Secured) |
0 |
204 |
0 |
204 |
| Personal loans (unsecured) |
271 |
0 |
0 |
271 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
675 |
159 |
0 |
834 |
| Credit card payments |
0 |
75 |
0 |
75 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
347 |
75 |
0 |
422 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
600 |
600 |
0 |
1,200 |
| Total Monthly Income less Expenditure |
248 |
484 |
0 |
733 |
| Total Expenditure |
2,547 |
1,291 |
0 |
3,837 |