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 |
400,000 |
400,000 |
| Car |
1,500 |
3,000 |
0 |
4,500 |
| Savings (e.g. bank a/c, building society) |
3,578 |
4,000 |
0 |
7,578 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
145,000 |
0 |
230,000 |
375,000 |
| Total Assets |
150,078 |
7,000 |
630,000 |
787,078 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
125,671 |
125,671 |
| Mortgage - Investment Property |
100,886 |
0 |
14,186 |
115,072 |
| Personal loans (Secured) |
0 |
0 |
7,315 |
7,315 |
| Personal loans (unsecured) |
503 |
0 |
0 |
503 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
312 |
0 |
0 |
312 |
| 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 |
48,377 |
7,000 |
482,828 |
538,205 |
| Total Liabilities |
101,701 |
0 |
147,172 |
248,873 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,130 |
3,440 |
0 |
4,570 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
800 |
0 |
1,200 |
2,000 |
| Total Income |
1,930 |
3,440 |
1,200 |
6,570 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
796 |
796 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
492 |
0 |
266 |
758 |
| Personal loans (Secured) |
0 |
0 |
147 |
147 |
| Personal loans (unsecured) |
50 |
0 |
0 |
50 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
312 |
0 |
0 |
312 |
| 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) |
0 |
0 |
120 |
120 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
132 |
150 |
300 |
582 |
| Total Monthly Income less Expenditure |
944 |
3,290 |
-429 |
3,805 |
| Total Expenditure |
986 |
150 |
1,629 |
2,765 |