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 |
300,000 |
300,000 |
| Car |
15,000 |
30,000 |
0 |
45,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
65,791 |
65,791 |
| Investments (e.g. ISA/unit trust/shares etc) |
2,000 |
0 |
0 |
2,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
300,000 |
1,000,000 |
170,000 |
1,470,000 |
| Total Assets |
317,000 |
1,030,000 |
535,791 |
1,882,791 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
151,800 |
151,800 |
| Mortgage - Investment Property |
200,000 |
600,000 |
113,000 |
913,000 |
| 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 |
1,355 |
0 |
0 |
1,355 |
| Credit card balance |
2,000 |
1,000 |
0 |
3,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
113,645 |
429,000 |
270,991 |
813,636 |
| Total Liabilities |
203,355 |
601,000 |
264,800 |
1,069,155 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,860 |
1,860 |
0 |
3,720 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
2,625 |
4,325 |
700 |
7,650 |
| Total Income |
4,485 |
6,185 |
700 |
11,370 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
880 |
880 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
388 |
3,116 |
259 |
3,763 |
| 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 |
1,355 |
0 |
1,355 |
| Credit card payments |
2,000 |
1,000 |
0 |
3,000 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
2,000 |
600 |
2,600 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
800 |
800 |
| Total Monthly Income less Expenditure |
2,097 |
-1,286 |
-1,839 |
-1,028 |
| Total Expenditure |
2,388 |
7,471 |
2,539 |
12,398 |