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 |
130,000 |
0 |
0 |
130,000 |
| Car |
15,000 |
0 |
0 |
15,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
11,000 |
11,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
100,000 |
0 |
90,000 |
190,000 |
| Total Assets |
245,000 |
0 |
101,000 |
346,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
79,583 |
0 |
0 |
79,583 |
| Mortgage - Investment Property |
46,720 |
0 |
0 |
46,720 |
| 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 |
13,704 |
0 |
0 |
13,704 |
| Credit card balance |
1,897 |
245 |
0 |
2,142 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
103,096 |
-245 |
101,000 |
203,851 |
| Total Liabilities |
141,904 |
245 |
0 |
142,149 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,800 |
1,700 |
0 |
3,500 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
500 |
0 |
480 |
980 |
| Total Income |
2,300 |
1,700 |
480 |
4,480 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
370 |
0 |
0 |
370 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
281 |
0 |
74 |
355 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
254 |
0 |
0 |
254 |
| Credit card payments |
50 |
0 |
12 |
62 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
160 |
160 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
131 |
0 |
400 |
531 |
| Total Monthly Income less Expenditure |
1,214 |
1,700 |
-166 |
2,748 |
| Total Expenditure |
1,086 |
0 |
646 |
1,732 |