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 |
220,000 |
0 |
0 |
220,000 |
| Car |
30,000 |
0 |
0 |
30,000 |
| Savings (e.g. bank a/c, building society) |
2,000 |
2,500 |
0 |
4,500 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
835,000 |
420,000 |
0 |
1,255,000 |
| Total Assets |
1,087,000 |
422,500 |
0 |
1,509,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
110,000 |
0 |
0 |
110,000 |
| Mortgage - Investment Property |
474,970 |
197,000 |
0 |
671,970 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
3,500 |
0 |
0 |
3,500 |
| Hire purchase balance |
26,000 |
0 |
0 |
26,000 |
| Credit card balance |
5,449 |
8,500 |
0 |
13,949 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
467,081 |
217,000 |
0 |
684,081 |
| Total Liabilities |
619,919 |
205,500 |
0 |
825,419 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,100 |
1,200 |
0 |
2,300 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
3,085 |
1,495 |
0 |
4,580 |
| Total Income |
4,185 |
2,695 |
0 |
6,880 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
811 |
0 |
0 |
811 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
1,538 |
650 |
0 |
2,188 |
| 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 |
350 |
0 |
0 |
350 |
| Credit card payments |
270 |
320 |
0 |
590 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
280 |
280 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
420 |
420 |
| Total Monthly Income less Expenditure |
1,216 |
1,725 |
-700 |
2,241 |
| Total Expenditure |
2,969 |
970 |
700 |
4,639 |