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 |
375,000 |
0 |
0 |
375,000 |
| Car |
2,500 |
0 |
0 |
2,500 |
| 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 |
1,500 |
0 |
0 |
1,500 |
| Investment Property |
755,000 |
0 |
0 |
755,000 |
| Total Assets |
1,134,000 |
0 |
0 |
1,134,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
197,000 |
0 |
0 |
197,000 |
| Mortgage - Investment Property |
512,000 |
0 |
0 |
512,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
4,200 |
0 |
0 |
4,200 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
225 |
0 |
0 |
225 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
1,242 |
0 |
0 |
1,242 |
| Unpaid income tax |
162 |
0 |
0 |
162 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
419,171 |
0 |
0 |
419,171 |
| Total Liabilities |
714,829 |
0 |
0 |
714,829 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
0 |
850 |
0 |
850 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
4,275 |
0 |
0 |
4,275 |
| Total Income |
4,275 |
850 |
0 |
5,125 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
837 |
0 |
0 |
837 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
2,046 |
0 |
0 |
2,046 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
210 |
0 |
0 |
210 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
6 |
0 |
0 |
6 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
172 |
60 |
0 |
232 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
246 |
246 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
407 |
150 |
0 |
557 |
| Total Monthly Income less Expenditure |
597 |
640 |
-246 |
991 |
| Total Expenditure |
3,678 |
210 |
246 |
4,134 |