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 |
250,000 |
250,000 |
| Car |
2,000 |
0 |
0 |
2,000 |
| Savings (e.g. bank a/c, building society) |
4,500 |
0 |
3,831 |
8,331 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
180,000 |
0 |
170,000 |
350,000 |
| Total Assets |
186,500 |
0 |
423,831 |
610,331 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
169,977 |
169,977 |
| Mortgage - Investment Property |
133,249 |
0 |
115,356 |
248,605 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
451 |
0 |
0 |
451 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
0 |
0 |
0 |
0 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
52,800 |
0 |
138,498 |
191,298 |
| Total Liabilities |
133,700 |
0 |
285,333 |
419,033 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,900 |
2,333 |
0 |
4,233 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
950 |
0 |
795 |
1,745 |
| Total Income |
2,850 |
2,333 |
795 |
5,978 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
550 |
550 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
328 |
0 |
505 |
833 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
93 |
0 |
0 |
93 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
0 |
0 |
0 |
0 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
327 |
327 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
327 |
327 |
| Total Monthly Income less Expenditure |
2,430 |
2,333 |
-914 |
3,848 |
| Total Expenditure |
420 |
0 |
1,709 |
2,130 |