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 |
800,000 |
800,000 |
| Car |
0 |
0 |
10,000 |
10,000 |
| Savings (e.g. bank a/c, building society) |
10,000 |
0 |
0 |
10,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
50,000 |
50,000 |
| Investment Property |
0 |
0 |
400,000 |
400,000 |
| Total Assets |
10,000 |
0 |
1,260,000 |
1,270,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
190,338 |
190,338 |
| Mortgage - Investment Property |
0 |
0 |
200,139 |
200,139 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
23 |
14,500 |
0 |
14,523 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
6,036 |
0 |
0 |
6,036 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
3,941 |
-14,500 |
869,523 |
858,964 |
| Total Liabilities |
6,059 |
14,500 |
390,477 |
411,036 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,750 |
4,500 |
0 |
6,250 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
1,670 |
1,670 |
| Total Income |
1,750 |
4,500 |
1,670 |
7,920 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,765 |
1,765 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
850 |
850 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
11 |
350 |
0 |
361 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
165 |
0 |
0 |
165 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
300 |
300 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,000 |
1,000 |
| Total Monthly Income less Expenditure |
1,574 |
4,150 |
-2,245 |
3,479 |
| Total Expenditure |
176 |
350 |
3,915 |
4,441 |