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 |
330,000 |
330,000 |
| Car |
5,000 |
3,000 |
0 |
8,000 |
| Savings (e.g. bank a/c, building society) |
20,000 |
40,000 |
0 |
60,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
47,000 |
25,000 |
0 |
72,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
150,000 |
0 |
175,000 |
325,000 |
| Total Assets |
222,000 |
68,000 |
505,000 |
795,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
126,081 |
126,081 |
| Mortgage - Investment Property |
77,413 |
0 |
102,025 |
179,438 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
2,000 |
1,000 |
0 |
3,000 |
| Unpaid income tax |
9,000 |
0 |
0 |
9,000 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
133,587 |
67,000 |
276,894 |
477,481 |
| Total Liabilities |
88,413 |
1,000 |
228,106 |
317,519 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,800 |
2,800 |
0 |
6,600 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
1,091 |
0 |
750 |
1,841 |
| Total Income |
4,891 |
2,800 |
750 |
8,441 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
517 |
517 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
222 |
0 |
255 |
477 |
| 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 |
0 |
0 |
0 |
0 |
| Credit card payments |
300 |
300 |
0 |
600 |
| HMRC payments (unpaid only) |
1,000 |
0 |
0 |
1,000 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
400 |
400 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
600 |
600 |
0 |
1,200 |
| Total Monthly Income less Expenditure |
2,769 |
1,900 |
-422 |
4,247 |
| Total Expenditure |
2,122 |
900 |
1,172 |
4,194 |