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 |
375,000 |
0 |
0 |
375,000 |
| Car |
0 |
5,000 |
0 |
5,000 |
| Savings (e.g. bank a/c, building society) |
5,000 |
25,000 |
0 |
30,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
25,000 |
0 |
0 |
25,000 |
| Investment Property |
470,000 |
0 |
0 |
470,000 |
| Total Assets |
875,000 |
30,000 |
0 |
905,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
255,000 |
0 |
0 |
255,000 |
| Mortgage - Investment Property |
273,000 |
0 |
0 |
273,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
23,500 |
15,000 |
0 |
38,500 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
18,000 |
0 |
0 |
18,000 |
| 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 |
305,500 |
15,000 |
0 |
320,500 |
| Total Liabilities |
569,500 |
15,000 |
0 |
584,500 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
5,000 |
1,200 |
0 |
6,200 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
1,345 |
0 |
0 |
1,345 |
| Total Income |
6,345 |
1,200 |
0 |
7,545 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
900 |
0 |
0 |
900 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
754 |
0 |
0 |
754 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
450 |
250 |
0 |
700 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
150 |
0 |
0 |
150 |
| 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) |
400 |
0 |
0 |
400 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
1,250 |
250 |
0 |
1,500 |
| Total Monthly Income less Expenditure |
2,441 |
700 |
0 |
3,141 |
| Total Expenditure |
3,904 |
500 |
0 |
4,404 |