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 |
5,000 |
0 |
0 |
5,000 |
| Savings (e.g. bank a/c, building society) |
15,000 |
0 |
0 |
15,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
200,000 |
0 |
0 |
200,000 |
| Investment Property |
300,000 |
0 |
300,000 |
600,000 |
| Total Assets |
520,000 |
0 |
900,000 |
1,420,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
284,500 |
284,500 |
| Mortgage - Investment Property |
167,000 |
0 |
201,800 |
368,800 |
| Personal loans (Secured) |
0 |
0 |
29,700 |
29,700 |
| 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 |
9,000 |
0 |
0 |
9,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
122,600 |
0 |
0 |
122,600 |
| Total Assets less Liabilities |
221,400 |
0 |
384,000 |
605,400 |
| Total Liabilities |
298,600 |
0 |
516,000 |
814,600 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,000 |
2,800 |
0 |
4,800 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
950 |
0 |
1,100 |
2,050 |
| Total Income |
2,950 |
2,800 |
1,100 |
6,850 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
548 |
548 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
332 |
0 |
472 |
804 |
| Personal loans (Secured) |
0 |
0 |
585 |
585 |
| 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 |
300 |
0 |
0 |
300 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
320 |
320 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
650 |
650 |
| Total Monthly Income less Expenditure |
2,318 |
2,800 |
-1,475 |
3,643 |
| Total Expenditure |
632 |
0 |
2,575 |
3,207 |