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 |
650,000 |
0 |
0 |
650,000 |
| Car |
25,000 |
7,500 |
0 |
32,500 |
| Savings (e.g. bank a/c, building society) |
30,000 |
0 |
0 |
30,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
20,000 |
0 |
0 |
20,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
300,000 |
0 |
200,000 |
500,000 |
| Total Assets |
1,025,000 |
7,500 |
200,000 |
1,232,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
284,804 |
0 |
0 |
284,804 |
| Mortgage - Investment Property |
149,009 |
0 |
119,151 |
268,160 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
30,661 |
21,445 |
0 |
52,106 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
1,500 |
1,500 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
10,017 |
9,050 |
0 |
19,067 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
550,509 |
-22,995 |
79,349 |
606,863 |
| Total Liabilities |
474,491 |
30,495 |
120,651 |
625,637 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
7,500 |
0 |
1,000 |
8,500 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
7,500 |
0 |
1,000 |
8,500 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
1,691 |
0 |
0 |
1,691 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
490 |
0 |
748 |
1,238 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
899 |
286 |
0 |
1,185 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
230 |
295 |
0 |
525 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
450 |
450 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
650 |
650 |
| Total Monthly Income less Expenditure |
4,190 |
-581 |
-848 |
2,761 |
| Total Expenditure |
3,310 |
581 |
1,848 |
5,739 |