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 |
700,000 |
700,000 |
| Car |
500 |
0 |
17,000 |
17,500 |
| Savings (e.g. bank a/c, building society) |
1,000 |
4,000 |
100 |
5,100 |
| Investments (e.g. ISA/unit trust/shares etc) |
7,000 |
0 |
0 |
7,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
500,000 |
0 |
400,000 |
900,000 |
| Total Assets |
508,500 |
4,000 |
1,117,100 |
1,629,600 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
560,000 |
560,000 |
| Mortgage - Investment Property |
300,000 |
0 |
269,000 |
569,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
3,000 |
0 |
0 |
3,000 |
| Hire purchase balance |
15,000 |
0 |
0 |
15,000 |
| Credit card balance |
0 |
0 |
0 |
0 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
1,500 |
1,500 |
| Total Assets less Liabilities |
190,500 |
4,000 |
286,600 |
481,100 |
| Total Liabilities |
318,000 |
0 |
830,500 |
1,148,500 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,000 |
1,900 |
0 |
4,900 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
1,700 |
0 |
0 |
1,700 |
| Total Income |
4,700 |
1,900 |
0 |
6,600 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
2,550 |
2,550 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
550 |
0 |
600 |
1,150 |
| 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 |
375 |
0 |
0 |
375 |
| 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 |
220 |
220 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
500 |
500 |
| Total Monthly Income less Expenditure |
3,775 |
1,900 |
-3,870 |
1,805 |
| Total Expenditure |
925 |
0 |
3,870 |
4,795 |