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 |
320,000 |
0 |
320,000 |
| Car |
0 |
0 |
0 |
0 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
0 |
0 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
10,000 |
0 |
0 |
10,000 |
| Investment Property |
240,000 |
0 |
0 |
240,000 |
| Total Assets |
250,000 |
320,000 |
0 |
570,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
160,000 |
0 |
160,000 |
| Mortgage - Investment Property |
102,000 |
0 |
0 |
102,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
30,000 |
0 |
30,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
4,000 |
0 |
0 |
4,000 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
10,000 |
0 |
0 |
10,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
134,000 |
130,000 |
0 |
264,000 |
| Total Liabilities |
116,000 |
190,000 |
0 |
306,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,500 |
2,300 |
0 |
3,800 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
1,000 |
150 |
0 |
1,150 |
| Total Income |
2,500 |
2,450 |
0 |
4,950 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
150 |
602 |
0 |
752 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
95 |
0 |
0 |
95 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
600 |
0 |
600 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
100 |
0 |
0 |
100 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
200 |
0 |
0 |
200 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
100 |
0 |
0 |
100 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
250 |
0 |
250 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
100 |
500 |
0 |
600 |
| Total Monthly Income less Expenditure |
1,755 |
498 |
0 |
2,253 |
| Total Expenditure |
745 |
1,952 |
0 |
2,697 |