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 |
600,000 |
600,000 |
| Car |
4,000 |
20,000 |
0 |
24,000 |
| Savings (e.g. bank a/c, building society) |
5,000 |
40,000 |
0 |
45,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
350,000 |
0 |
0 |
350,000 |
| Total Assets |
359,000 |
60,000 |
600,000 |
1,019,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
73,500 |
73,500 |
| Mortgage - Investment Property |
167,803 |
0 |
0 |
167,803 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
9,000 |
0 |
9,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
3,582 |
0 |
0 |
3,582 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
380 |
0 |
0 |
380 |
| Total Assets less Liabilities |
187,235 |
51,000 |
526,500 |
764,735 |
| Total Liabilities |
171,765 |
9,000 |
73,500 |
254,265 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,000 |
5,000 |
0 |
6,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
928 |
0 |
0 |
928 |
| Total Income |
1,928 |
5,000 |
0 |
6,928 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,176 |
1,176 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
555 |
0 |
0 |
555 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
382 |
0 |
382 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
2,500 |
0 |
0 |
2,500 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
730 |
730 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
500 |
500 |
| Total Monthly Income less Expenditure |
-1,127 |
4,618 |
-2,406 |
1,085 |
| Total Expenditure |
3,055 |
382 |
2,406 |
5,843 |