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 |
430,000 |
430,000 |
| Car |
0 |
0 |
9,000 |
9,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
3,000 |
3,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
360,000 |
145,000 |
505,000 |
| Total Assets |
0 |
360,000 |
587,000 |
947,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
317,000 |
317,000 |
| Mortgage - Investment Property |
0 |
230,000 |
105,000 |
335,000 |
| 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 |
0 |
0 |
0 |
| Credit card balance |
14,000 |
0 |
0 |
14,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-14,000 |
130,000 |
165,000 |
281,000 |
| Total Liabilities |
14,000 |
230,000 |
422,000 |
666,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,800 |
1,900 |
0 |
3,700 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
1,390 |
650 |
2,040 |
| Total Income |
1,800 |
3,290 |
650 |
5,740 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,214 |
1,214 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
1,027 |
678 |
1,705 |
| 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 |
0 |
0 |
0 |
| Credit card payments |
257 |
0 |
0 |
257 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
323 |
323 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
236 |
160 |
0 |
396 |
| Total Monthly Income less Expenditure |
1,307 |
2,103 |
-1,565 |
1,845 |
| Total Expenditure |
493 |
1,187 |
2,215 |
3,895 |