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 |
550,000 |
550,000 |
| Car |
0 |
0 |
3,000 |
3,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
114,000 |
114,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
850,000 |
0 |
0 |
850,000 |
| Total Assets |
850,000 |
0 |
667,000 |
1,517,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
184,000 |
184,000 |
| Mortgage - Investment Property |
222,000 |
0 |
0 |
222,000 |
| 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 |
1,000 |
1,000 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
0 |
451 |
0 |
451 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
628,000 |
-451 |
482,000 |
1,109,549 |
| Total Liabilities |
222,000 |
451 |
185,000 |
407,451 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,082 |
1,157 |
0 |
3,239 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
850 |
0 |
0 |
850 |
| Total Income |
2,932 |
1,157 |
0 |
4,089 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
722 |
722 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
669 |
0 |
0 |
669 |
| 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 |
5 |
5 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
0 |
10 |
0 |
10 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
233 |
233 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
850 |
850 |
| Total Monthly Income less Expenditure |
2,263 |
1,147 |
-1,810 |
1,600 |
| Total Expenditure |
669 |
10 |
1,810 |
2,489 |