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 |
650,000 |
650,000 |
| Car |
22,500 |
0 |
0 |
22,500 |
| Savings (e.g. bank a/c, building society) |
15,000 |
0 |
0 |
15,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
1,000 |
0 |
0 |
1,000 |
| Other Assets |
5,000 |
0 |
0 |
5,000 |
| Investment Property |
330,000 |
0 |
625,000 |
955,000 |
| Total Assets |
373,500 |
0 |
1,275,000 |
1,648,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
318,000 |
318,000 |
| Mortgage - Investment Property |
188,222 |
0 |
389,740 |
577,962 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
8,500 |
0 |
0 |
8,500 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
13,376 |
0 |
0 |
13,376 |
| Credit card balance |
0 |
0 |
0 |
0 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
163,402 |
0 |
567,260 |
730,662 |
| Total Liabilities |
210,098 |
0 |
707,740 |
917,838 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
4,745 |
0 |
0 |
4,745 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
2,641 |
0 |
0 |
2,641 |
| Total Income |
7,386 |
0 |
0 |
7,386 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,515 |
1,515 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
777 |
0 |
865 |
1,641 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
149 |
0 |
0 |
149 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
305 |
0 |
0 |
305 |
| 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) |
400 |
0 |
0 |
400 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
2,000 |
0 |
0 |
2,000 |
| Total Monthly Income less Expenditure |
3,756 |
0 |
-2,380 |
1,376 |
| Total Expenditure |
3,630 |
0 |
2,380 |
6,010 |