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 |
580,000 |
580,000 |
| Car |
0 |
0 |
0 |
0 |
| Savings (e.g. bank a/c, building society) |
6,500 |
10,000 |
0 |
16,500 |
| Investments (e.g. ISA/unit trust/shares etc) |
8,900 |
0 |
0 |
8,900 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
470,000 |
470,000 |
| Total Assets |
15,400 |
10,000 |
1,050,000 |
1,075,400 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
260,000 |
260,000 |
| Mortgage - Investment Property |
0 |
0 |
300,000 |
300,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
800 |
0 |
0 |
800 |
| Hire purchase balance |
8,000 |
0 |
0 |
8,000 |
| Credit card balance |
28,000 |
0 |
0 |
28,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-21,400 |
10,000 |
490,000 |
478,600 |
| Total Liabilities |
36,800 |
0 |
560,000 |
596,800 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,600 |
2,200 |
0 |
3,800 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
1,400 |
1,400 |
| Total Income |
1,600 |
2,200 |
1,400 |
5,200 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
828 |
828 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
1,233 |
1,233 |
| 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 |
303 |
0 |
0 |
303 |
| Credit card payments |
500 |
0 |
0 |
500 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
130 |
0 |
0 |
130 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
120 |
0 |
0 |
120 |
| Total Monthly Income less Expenditure |
547 |
2,200 |
-661 |
2,086 |
| Total Expenditure |
1,053 |
0 |
2,061 |
3,114 |