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 |
750,000 |
750,000 |
| Car |
0 |
18,000 |
0 |
18,000 |
| Savings (e.g. bank a/c, building society) |
26,000 |
0 |
0 |
26,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
310,000 |
0 |
0 |
310,000 |
| Total Assets |
336,000 |
18,000 |
750,000 |
1,104,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
440,000 |
440,000 |
| Mortgage - Investment Property |
244,000 |
0 |
0 |
244,000 |
| 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 |
14,000 |
0 |
14,000 |
| Credit card balance |
300 |
0 |
0 |
300 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
91,700 |
4,000 |
310,000 |
405,700 |
| Total Liabilities |
244,300 |
14,000 |
440,000 |
698,300 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
600 |
4,300 |
0 |
4,900 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
1,100 |
0 |
0 |
1,100 |
| Total Income |
1,700 |
4,300 |
0 |
6,000 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,808 |
1,808 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
1,068 |
0 |
0 |
1,068 |
| 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 |
365 |
0 |
365 |
| Credit card payments |
100 |
0 |
0 |
100 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
250 |
250 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
900 |
0 |
900 |
| Total Monthly Income less Expenditure |
532 |
3,035 |
-2,058 |
1,509 |
| Total Expenditure |
1,168 |
1,265 |
2,058 |
4,491 |