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 |
525,000 |
525,000 |
| Car |
0 |
50,000 |
0 |
50,000 |
| Savings (e.g. bank a/c, building society) |
0 |
1,000 |
0 |
1,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
300,000 |
300,000 |
| Total Assets |
0 |
51,000 |
825,000 |
876,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
380,000 |
380,000 |
| Mortgage - Investment Property |
0 |
0 |
212,500 |
212,500 |
| Personal loans (Secured) |
0 |
0 |
71,000 |
71,000 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
4,000 |
0 |
0 |
4,000 |
| Hire purchase balance |
0 |
42,000 |
0 |
42,000 |
| Credit card balance |
8,000 |
0 |
0 |
8,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-12,000 |
9,000 |
161,500 |
158,500 |
| Total Liabilities |
12,000 |
42,000 |
663,500 |
717,500 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,751 |
1,950 |
0 |
5,701 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
1,400 |
1,400 |
| Total Income |
3,751 |
1,950 |
1,400 |
7,101 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,888 |
1,888 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
650 |
650 |
| Personal loans (Secured) |
0 |
0 |
747 |
747 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
180 |
0 |
0 |
180 |
| Hire purchase repayments |
0 |
650 |
0 |
650 |
| Credit card payments |
425 |
0 |
0 |
425 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
500 |
500 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,000 |
1,000 |
| Total Monthly Income less Expenditure |
3,146 |
1,300 |
-3,385 |
1,061 |
| Total Expenditure |
605 |
650 |
4,785 |
6,040 |