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 |
750,000 |
750,000 |
| Car |
45,000 |
40,000 |
0 |
85,000 |
| Savings (e.g. bank a/c, building society) |
0 |
70,000 |
0 |
70,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
180,000 |
0 |
0 |
180,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
580,000 |
0 |
580,000 |
| Total Assets |
225,000 |
690,000 |
750,000 |
1,665,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
565,000 |
565,000 |
| Mortgage - Investment Property |
125,000 |
415,000 |
0 |
540,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
1,000 |
0 |
1,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
31,000 |
0 |
31,000 |
62,000 |
| Credit card balance |
20,000 |
0 |
0 |
20,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
49,000 |
274,000 |
154,000 |
477,000 |
| Total Liabilities |
176,000 |
416,000 |
596,000 |
1,188,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,630 |
1,000 |
0 |
3,630 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
400 |
2,505 |
0 |
2,905 |
| Total Income |
3,030 |
3,505 |
0 |
6,535 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
2,123 |
2,123 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
775 |
1,231 |
0 |
2,006 |
| Personal loans (Secured) |
0 |
140 |
0 |
140 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
750 |
0 |
0 |
750 |
| Credit card payments |
300 |
200 |
0 |
500 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
350 |
350 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
500 |
500 |
| Total Monthly Income less Expenditure |
1,205 |
1,934 |
-2,973 |
166 |
| Total Expenditure |
1,825 |
1,571 |
2,973 |
6,369 |