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 |
0 |
0 |
9,000 |
9,000 |
| Savings (e.g. bank a/c, building society) |
27,000 |
22,000 |
0 |
49,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
50,000 |
2,000 |
0 |
52,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
300,000 |
250,000 |
550,000 |
| Total Assets |
77,000 |
324,000 |
759,000 |
1,160,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
182,000 |
182,000 |
| Mortgage - Investment Property |
0 |
175,000 |
163,000 |
338,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
7,852 |
0 |
0 |
7,852 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
300 |
300 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
461 |
3,800 |
0 |
4,261 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
400 |
1,000 |
0 |
1,400 |
| Total Assets less Liabilities |
68,287 |
144,200 |
413,700 |
626,187 |
| Total Liabilities |
8,713 |
179,800 |
345,300 |
533,813 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,000 |
4,769 |
0 |
6,769 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
1,000 |
0 |
1,000 |
| Total Income |
2,000 |
5,769 |
0 |
7,769 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,031 |
1,031 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
1,310 |
0 |
1,310 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
203 |
0 |
0 |
203 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
40 |
200 |
0 |
240 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
125 |
600 |
0 |
725 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
500 |
600 |
0 |
1,100 |
| Total Monthly Income less Expenditure |
1,132 |
3,059 |
-1,031 |
3,160 |
| Total Expenditure |
868 |
2,710 |
1,031 |
4,609 |