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 |
350,000 |
350,000 |
| Car |
0 |
0 |
22,000 |
22,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
5,000 |
5,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
17,200 |
17,200 |
| Other Assets |
0 |
0 |
2,000 |
2,000 |
| Investment Property |
150,000 |
0 |
0 |
150,000 |
| Total Assets |
150,000 |
0 |
396,200 |
546,200 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
242,548 |
242,548 |
| Mortgage - Investment Property |
123,284 |
0 |
0 |
123,284 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
167 |
0 |
0 |
167 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
0 |
6,261 |
0 |
6,261 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
26,549 |
-6,261 |
153,652 |
173,940 |
| Total Liabilities |
123,451 |
6,261 |
242,548 |
372,260 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
856 |
4,381 |
0 |
5,237 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
856 |
4,381 |
0 |
5,237 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,388 |
1,388 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
168 |
0 |
0 |
168 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
19 |
0 |
0 |
19 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
0 |
100 |
0 |
100 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
370 |
370 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
1,285 |
0 |
1,285 |
| Total Monthly Income less Expenditure |
669 |
2,996 |
-1,758 |
1,906 |
| Total Expenditure |
187 |
1,385 |
1,758 |
3,331 |