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 |
650,000 |
0 |
650,000 |
| Car |
6,000 |
8,000 |
0 |
14,000 |
| Savings (e.g. bank a/c, building society) |
8,700 |
6,000 |
0 |
14,700 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
360,000 |
0 |
585,000 |
945,000 |
| Total Assets |
374,700 |
664,000 |
585,000 |
1,623,700 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
220,000 |
0 |
220,000 |
| Mortgage - Investment Property |
245,316 |
0 |
320,249 |
565,565 |
| Personal loans (Secured) |
0 |
0 |
135,153 |
135,153 |
| Personal loans (unsecured) |
0 |
17,000 |
0 |
17,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
14,508 |
3,000 |
0 |
17,508 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
114,876 |
424,000 |
129,598 |
668,474 |
| Total Liabilities |
259,824 |
240,000 |
455,402 |
955,226 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,200 |
825 |
0 |
3,025 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
1,130 |
1,400 |
0 |
2,530 |
| Total Income |
3,330 |
2,225 |
0 |
5,555 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
280 |
0 |
280 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
560 |
0 |
544 |
1,105 |
| Personal loans (Secured) |
0 |
0 |
760 |
760 |
| Personal loans (unsecured) |
0 |
276 |
0 |
276 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
141 |
0 |
34 |
175 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
270 |
0 |
270 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
175 |
0 |
0 |
175 |
| Total Monthly Income less Expenditure |
2,454 |
1,399 |
-1,338 |
2,514 |
| Total Expenditure |
876 |
826 |
1,338 |
3,041 |