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 |
500,000 |
500,000 |
| Car |
15,000 |
30,000 |
0 |
45,000 |
| Savings (e.g. bank a/c, building society) |
3,000 |
0 |
0 |
3,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
30,000 |
40,000 |
0 |
70,000 |
| Other Assets |
15,000 |
10,000 |
0 |
25,000 |
| Investment Property |
475,000 |
0 |
450,000 |
925,000 |
| Total Assets |
538,000 |
80,000 |
950,000 |
1,568,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
254,000 |
254,000 |
| Mortgage - Investment Property |
250,000 |
0 |
247,000 |
497,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
20,000 |
0 |
0 |
20,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
11,000 |
6,000 |
0 |
17,000 |
| Credit card balance |
30,000 |
0 |
0 |
30,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
227,000 |
74,000 |
449,000 |
750,000 |
| Total Liabilities |
311,000 |
6,000 |
501,000 |
818,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,600 |
1,500 |
0 |
4,100 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
1,645 |
0 |
1,600 |
3,245 |
| Total Income |
4,245 |
1,500 |
1,600 |
7,345 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
750 |
750 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
600 |
0 |
850 |
1,450 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
480 |
0 |
0 |
480 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
250 |
300 |
0 |
550 |
| Credit card payments |
800 |
0 |
0 |
800 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
450 |
0 |
0 |
450 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
300 |
0 |
0 |
300 |
| Total Monthly Income less Expenditure |
1,365 |
1,200 |
0 |
2,565 |
| Total Expenditure |
2,880 |
300 |
1,600 |
4,780 |