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 |
385,000 |
385,000 |
| Car |
14,000 |
23,000 |
0 |
37,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
60,000 |
60,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
266,000 |
345,000 |
90,000 |
701,000 |
| Total Assets |
280,000 |
368,000 |
535,000 |
1,183,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
128,000 |
128,000 |
| Mortgage - Investment Property |
267,876 |
229,065 |
0 |
496,941 |
| 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 |
0 |
0 |
0 |
0 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
12,124 |
138,935 |
407,000 |
558,059 |
| Total Liabilities |
267,876 |
229,065 |
128,000 |
624,941 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,580 |
3,700 |
0 |
7,280 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
953 |
1,139 |
0 |
2,092 |
| Total Income |
4,533 |
4,839 |
0 |
9,372 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
625 |
625 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
339 |
470 |
208 |
1,017 |
| 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 |
125 |
0 |
0 |
125 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
200 |
200 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
200 |
200 |
| Total Monthly Income less Expenditure |
4,069 |
4,369 |
-1,233 |
7,205 |
| Total Expenditure |
464 |
470 |
1,233 |
2,167 |