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 |
250,000 |
250,000 |
| Car |
10,000 |
0 |
0 |
10,000 |
| Savings (e.g. bank a/c, building society) |
8,000 |
0 |
30,000 |
38,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
5,000 |
0 |
0 |
5,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
800,000 |
800,000 |
| Total Assets |
23,000 |
0 |
1,080,000 |
1,103,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
180,000 |
180,000 |
| Mortgage - Investment Property |
0 |
0 |
452,000 |
452,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
750 |
0 |
0 |
750 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
1,500 |
0 |
0 |
1,500 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
20,750 |
0 |
448,000 |
468,750 |
| Total Liabilities |
2,250 |
0 |
632,000 |
634,250 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,500 |
0 |
0 |
2,500 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
3,550 |
3,550 |
| Total Income |
2,500 |
0 |
3,550 |
6,050 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
800 |
800 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
1,433 |
1,433 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
32 |
0 |
0 |
32 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| 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) |
0 |
0 |
150 |
150 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
135 |
0 |
800 |
935 |
| Total Monthly Income less Expenditure |
2,333 |
0 |
367 |
2,700 |
| Total Expenditure |
167 |
0 |
3,183 |
3,350 |