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 |
250,000 |
0 |
0 |
250,000 |
| Car |
25,000 |
0 |
0 |
25,000 |
| Savings (e.g. bank a/c, building society) |
30,000 |
0 |
0 |
30,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
105,000 |
0 |
0 |
105,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
260,000 |
0 |
380,000 |
640,000 |
| Total Assets |
670,000 |
0 |
380,000 |
1,050,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
85,000 |
0 |
0 |
85,000 |
| Mortgage - Investment Property |
185,000 |
0 |
278,500 |
463,500 |
| 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 |
18,000 |
0 |
0 |
18,000 |
| Credit card balance |
0 |
0 |
0 |
0 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
382,000 |
0 |
101,500 |
483,500 |
| Total Liabilities |
288,000 |
0 |
278,500 |
566,500 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
0 |
0 |
0 |
0 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
2,470 |
0 |
2,200 |
4,670 |
| Total Income |
2,470 |
0 |
2,200 |
4,670 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
300 |
0 |
0 |
300 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
420 |
0 |
650 |
1,070 |
| 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 |
325 |
0 |
0 |
325 |
| Credit card payments |
0 |
0 |
0 |
0 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
300 |
0 |
0 |
300 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
400 |
0 |
0 |
400 |
| Total Monthly Income less Expenditure |
725 |
0 |
1,550 |
2,275 |
| Total Expenditure |
1,745 |
0 |
650 |
2,395 |