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 |
525,000 |
525,000 |
| Car |
23,000 |
12,000 |
0 |
35,000 |
| Savings (e.g. bank a/c, building society) |
38,500 |
50,000 |
0 |
88,500 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
210,000 |
0 |
0 |
210,000 |
| Total Assets |
271,500 |
62,000 |
525,000 |
858,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
303,718 |
303,718 |
| Mortgage - Investment Property |
168,181 |
0 |
0 |
168,181 |
| 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 |
23,552 |
0 |
0 |
23,552 |
| Credit card balance |
4,334 |
0 |
0 |
4,334 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
75,433 |
62,000 |
221,282 |
358,715 |
| Total Liabilities |
196,067 |
0 |
303,718 |
499,785 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
4,000 |
1,000 |
0 |
5,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
1,126 |
0 |
0 |
1,126 |
| Total Income |
5,126 |
1,000 |
0 |
6,126 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,297 |
1,297 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
505 |
0 |
0 |
505 |
| 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 |
370 |
0 |
0 |
370 |
| Credit card payments |
44 |
0 |
0 |
44 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
400 |
400 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
850 |
850 |
| Total Monthly Income less Expenditure |
4,207 |
1,000 |
-2,547 |
2,660 |
| Total Expenditure |
919 |
0 |
2,547 |
3,466 |