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 |
500,000 |
500,000 |
| Car |
0 |
0 |
10,000 |
10,000 |
| Savings (e.g. bank a/c, building society) |
0 |
75,000 |
0 |
75,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
35,000 |
100,000 |
0 |
135,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
150,000 |
0 |
150,000 |
| Total Assets |
35,000 |
325,000 |
510,000 |
870,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
328,000 |
328,000 |
| Mortgage - Investment Property |
0 |
109,000 |
0 |
109,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
15,000 |
0 |
0 |
15,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
200 |
0 |
250 |
450 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
8,000 |
0 |
0 |
8,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
11,800 |
216,000 |
181,750 |
409,550 |
| Total Liabilities |
23,200 |
109,000 |
328,250 |
460,450 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,500 |
0 |
0 |
2,500 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
400 |
0 |
400 |
| Total Income |
2,500 |
400 |
0 |
2,900 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,077 |
1,077 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
236 |
0 |
236 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
226 |
0 |
305 |
531 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
100 |
0 |
0 |
100 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
350 |
350 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
500 |
500 |
| Total Monthly Income less Expenditure |
2,174 |
164 |
-2,232 |
106 |
| Total Expenditure |
326 |
236 |
2,232 |
2,794 |