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 |
525,000 |
525,000 |
| Car |
4,000 |
12,000 |
0 |
16,000 |
| Savings (e.g. bank a/c, building society) |
19,500 |
0 |
9,085 |
28,585 |
| Investments (e.g. ISA/unit trust/shares etc) |
5,695 |
0 |
0 |
5,695 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
500,000 |
500,000 |
| Total Assets |
29,195 |
12,000 |
1,034,085 |
1,075,280 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
223,691 |
223,691 |
| Mortgage - Investment Property |
0 |
0 |
281,800 |
281,800 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
32,022 |
0 |
0 |
32,022 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
1,847 |
348 |
0 |
2,195 |
| Credit card balance |
1,500 |
0 |
0 |
1,500 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-6,174 |
11,652 |
528,594 |
534,072 |
| Total Liabilities |
35,369 |
348 |
505,491 |
541,208 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,700 |
2,300 |
0 |
4,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
2,300 |
2,300 |
| Total Income |
1,700 |
2,300 |
2,300 |
6,300 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,225 |
1,225 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
1,133 |
1,133 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
829 |
0 |
0 |
829 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
98 |
39 |
0 |
137 |
| 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) |
254 |
0 |
0 |
254 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
67 |
1,000 |
1,067 |
| Total Monthly Income less Expenditure |
-281 |
2,194 |
-1,058 |
855 |
| Total Expenditure |
1,981 |
106 |
3,358 |
5,445 |