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 |
560,000 |
0 |
560,000 |
| Car |
8,000 |
9,000 |
0 |
17,000 |
| Savings (e.g. bank a/c, building society) |
1,800 |
0 |
0 |
1,800 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
70,000 |
70,000 |
| Investment Property |
0 |
0 |
460,000 |
460,000 |
| Total Assets |
9,800 |
569,000 |
530,000 |
1,108,800 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
89,600 |
0 |
89,600 |
| Mortgage - Investment Property |
0 |
188,000 |
204,000 |
392,000 |
| 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 |
600 |
0 |
0 |
600 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
9,200 |
291,400 |
326,000 |
626,600 |
| Total Liabilities |
600 |
277,600 |
204,000 |
482,200 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,000 |
3,000 |
0 |
5,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
2,225 |
2,900 |
5,125 |
| Total Income |
2,000 |
5,225 |
2,900 |
10,125 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
900 |
0 |
900 |
| Rental payments (if applicable) |
662 |
0 |
0 |
662 |
| Investment property - mortgage, management charges & ground rent |
0 |
1,235 |
1,284 |
2,519 |
| 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) |
456 |
0 |
0 |
456 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
650 |
0 |
0 |
650 |
| Total Monthly Income less Expenditure |
232 |
3,090 |
1,616 |
4,938 |
| Total Expenditure |
1,768 |
2,135 |
1,284 |
5,187 |