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 |
450,000 |
0 |
0 |
450,000 |
| Car |
15,000 |
25,000 |
0 |
40,000 |
| Savings (e.g. bank a/c, building society) |
95,000 |
75,000 |
92,000 |
262,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
10,000 |
0 |
0 |
10,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
595,000 |
410,000 |
0 |
1,005,000 |
| Total Assets |
1,165,000 |
510,000 |
92,000 |
1,767,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
160,000 |
0 |
0 |
160,000 |
| Mortgage - Investment Property |
310,000 |
205,000 |
0 |
515,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
0 |
0 |
0 |
0 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
695,000 |
305,000 |
92,000 |
1,092,000 |
| Total Liabilities |
470,000 |
205,000 |
0 |
675,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,879 |
864 |
0 |
3,743 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
2,220 |
1,600 |
0 |
3,820 |
| Total Income |
5,099 |
2,464 |
0 |
7,563 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
802 |
0 |
0 |
802 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
1,282 |
960 |
0 |
2,242 |
| 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 |
0 |
0 |
0 |
0 |
| Credit card payments |
0 |
0 |
0 |
0 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
150 |
0 |
0 |
150 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
650 |
0 |
0 |
650 |
| Total Monthly Income less Expenditure |
2,215 |
1,504 |
0 |
3,719 |
| Total Expenditure |
2,884 |
960 |
0 |
3,844 |