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 |
400,000 |
0 |
0 |
400,000 |
| Car |
10,000 |
20,000 |
0 |
30,000 |
| Savings (e.g. bank a/c, building society) |
15,000 |
3,000 |
0 |
18,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
205,000 |
0 |
205,000 |
| Investment Property |
730,000 |
0 |
110,000 |
840,000 |
| Total Assets |
1,155,000 |
228,000 |
110,000 |
1,493,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
154,504 |
0 |
0 |
154,504 |
| Mortgage - Investment Property |
652,258 |
170,000 |
0 |
822,258 |
| 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 |
300 |
0 |
0 |
300 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
347,938 |
58,000 |
110,000 |
515,938 |
| Total Liabilities |
807,062 |
170,000 |
0 |
977,062 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,000 |
2,400 |
0 |
4,400 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
3,800 |
495 |
550 |
4,845 |
| Total Income |
5,800 |
2,895 |
550 |
9,245 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
450 |
0 |
0 |
450 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
1,352 |
210 |
200 |
1,762 |
| 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 |
7 |
50 |
0 |
57 |
| 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 |
500 |
500 |
| Total Monthly Income less Expenditure |
3,991 |
2,635 |
-350 |
6,276 |
| Total Expenditure |
1,809 |
260 |
900 |
2,969 |