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 |
500,000 |
0 |
500,000 |
| Car |
5,250 |
4,500 |
0 |
9,750 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
85,000 |
85,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
480,000 |
0 |
0 |
480,000 |
| Total Assets |
485,250 |
504,500 |
85,000 |
1,074,750 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
345,322 |
0 |
345,322 |
| Mortgage - Investment Property |
345,635 |
0 |
0 |
345,635 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
17,529 |
1,800 |
19,329 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
11,397 |
0 |
0 |
11,397 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
128,218 |
141,649 |
83,200 |
353,067 |
| Total Liabilities |
357,032 |
362,851 |
1,800 |
721,683 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,000 |
0 |
0 |
1,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
1,328 |
0 |
510 |
1,838 |
| Total Income |
2,328 |
0 |
510 |
2,838 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
633 |
0 |
633 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
781 |
0 |
0 |
781 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
545 |
61 |
606 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
350 |
0 |
0 |
350 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
55 |
287 |
0 |
342 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
250 |
200 |
133 |
583 |
| Total Monthly Income less Expenditure |
892 |
-1,665 |
316 |
-458 |
| Total Expenditure |
1,436 |
1,665 |
194 |
3,295 |