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 |
380,000 |
380,000 |
| Car |
0 |
0 |
9,000 |
9,000 |
| 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 |
0 |
0 |
0 |
0 |
| Investment Property |
325,000 |
119,000 |
0 |
444,000 |
| Total Assets |
325,000 |
119,000 |
389,000 |
833,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
274,186 |
274,186 |
| Mortgage - Investment Property |
219,083 |
74,833 |
0 |
293,916 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
18,933 |
20,000 |
0 |
38,933 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
1,500 |
0 |
0 |
1,500 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
6,639 |
4,000 |
0 |
10,639 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
78,845 |
20,167 |
114,814 |
213,826 |
| Total Liabilities |
246,155 |
98,833 |
274,186 |
619,174 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
5,000 |
2,100 |
0 |
7,100 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
1,330 |
600 |
0 |
1,930 |
| Total Income |
6,330 |
2,700 |
0 |
9,030 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,204 |
1,204 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
739 |
318 |
0 |
1,057 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
333 |
500 |
0 |
833 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
50 |
0 |
0 |
50 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
290 |
200 |
0 |
490 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
500 |
500 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,500 |
1,500 |
| Total Monthly Income less Expenditure |
4,918 |
1,682 |
-3,204 |
3,396 |
| Total Expenditure |
1,412 |
1,018 |
3,204 |
5,634 |