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 |
325,000 |
325,000 |
| Car |
4,000 |
6,000 |
0 |
10,000 |
| Savings (e.g. bank a/c, building society) |
6,000 |
0 |
0 |
6,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
375,000 |
660,000 |
150,000 |
1,185,000 |
| Total Assets |
385,000 |
666,000 |
475,000 |
1,526,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
186,000 |
186,000 |
| Mortgage - Investment Property |
225,631 |
430,000 |
110,000 |
765,631 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
2,600 |
10,000 |
0 |
12,600 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
0 |
12,000 |
0 |
12,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
156,769 |
214,000 |
179,000 |
549,769 |
| Total Liabilities |
228,231 |
452,000 |
296,000 |
976,231 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
860 |
3,400 |
0 |
4,260 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
2,520 |
1,600 |
400 |
4,520 |
| Total Income |
3,380 |
5,000 |
400 |
8,780 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,138 |
1,138 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
982 |
780 |
155 |
1,917 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
189 |
350 |
0 |
539 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
0 |
300 |
0 |
300 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
600 |
0 |
600 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
1,000 |
0 |
0 |
1,000 |
| Total Monthly Income less Expenditure |
1,209 |
2,970 |
-893 |
3,286 |
| Total Expenditure |
2,171 |
2,030 |
1,293 |
5,494 |