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 |
475,000 |
0 |
475,000 |
| Car |
0 |
15,000 |
0 |
15,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
5,000 |
5,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
160,000 |
0 |
0 |
160,000 |
| Total Assets |
160,000 |
490,000 |
5,000 |
655,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
309,035 |
0 |
309,035 |
| Mortgage - Investment Property |
112,262 |
0 |
0 |
112,262 |
| 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 |
0 |
15,000 |
0 |
15,000 |
| Credit card balance |
1,766 |
0 |
0 |
1,766 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
45,972 |
165,965 |
5,000 |
216,937 |
| Total Liabilities |
114,028 |
324,035 |
0 |
438,063 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
551 |
4,923 |
0 |
5,474 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
750 |
0 |
0 |
750 |
| Total Income |
1,301 |
4,923 |
0 |
6,224 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
1,514 |
0 |
1,514 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
435 |
0 |
0 |
435 |
| 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 |
0 |
449 |
0 |
449 |
| Credit card payments |
1,766 |
0 |
0 |
1,766 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
550 |
550 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
500 |
500 |
| Total Monthly Income less Expenditure |
-900 |
2,960 |
-1,050 |
1,010 |
| Total Expenditure |
2,201 |
1,963 |
1,050 |
5,214 |