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 |
600,000 |
600,000 |
| Car |
0 |
24,000 |
0 |
24,000 |
| Savings (e.g. bank a/c, building society) |
8,900 |
7,000 |
0 |
15,900 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
400,000 |
0 |
400,000 |
| Total Assets |
8,900 |
431,000 |
600,000 |
1,039,900 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
249,158 |
249,158 |
| Mortgage - Investment Property |
0 |
224,000 |
0 |
224,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
11,905 |
16,000 |
0 |
27,905 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
214 |
0 |
0 |
214 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-3,219 |
191,000 |
350,842 |
538,623 |
| Total Liabilities |
12,119 |
240,000 |
249,158 |
501,277 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
998 |
1,018 |
0 |
2,016 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
2,167 |
0 |
2,167 |
| Total Income |
998 |
3,185 |
0 |
4,183 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,276 |
1,276 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
850 |
0 |
850 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
297 |
450 |
0 |
747 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
12 |
0 |
0 |
12 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
85 |
0 |
150 |
235 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
190 |
120 |
220 |
530 |
| Total Monthly Income less Expenditure |
414 |
1,765 |
-1,646 |
533 |
| Total Expenditure |
584 |
1,420 |
1,646 |
3,650 |