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 |
300,000 |
0 |
0 |
300,000 |
| Car |
8,000 |
0 |
0 |
8,000 |
| Savings (e.g. bank a/c, building society) |
5,000 |
0 |
0 |
5,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
180,000 |
0 |
0 |
180,000 |
| Total Assets |
493,000 |
0 |
0 |
493,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
160,000 |
0 |
0 |
160,000 |
| Mortgage - Investment Property |
110,000 |
0 |
0 |
110,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
22,000 |
0 |
0 |
22,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
7,000 |
0 |
0 |
7,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
194,000 |
0 |
0 |
194,000 |
| Total Liabilities |
299,000 |
0 |
0 |
299,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,000 |
3,500 |
0 |
6,500 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
650 |
0 |
0 |
650 |
| Total Income |
3,650 |
3,500 |
0 |
7,150 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
950 |
0 |
0 |
950 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
520 |
0 |
0 |
520 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
400 |
0 |
0 |
400 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| 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 |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
25 |
200 |
0 |
225 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
200 |
350 |
0 |
550 |
| Total Monthly Income less Expenditure |
1,355 |
2,950 |
0 |
4,305 |
| Total Expenditure |
2,295 |
550 |
0 |
2,845 |