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 |
350,000 |
0 |
0 |
350,000 |
| Car |
0 |
0 |
0 |
0 |
| Savings (e.g. bank a/c, building society) |
30,000 |
3,000 |
0 |
33,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
120,000 |
265,000 |
0 |
385,000 |
| Total Assets |
500,000 |
268,000 |
0 |
768,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
159,000 |
0 |
0 |
159,000 |
| Mortgage - Investment Property |
65,000 |
100,000 |
0 |
165,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| 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 |
276,000 |
168,000 |
0 |
444,000 |
| Total Liabilities |
224,000 |
100,000 |
0 |
324,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,393 |
0 |
0 |
3,393 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
525 |
950 |
0 |
1,475 |
| Total Income |
3,918 |
950 |
0 |
4,868 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
790 |
0 |
0 |
790 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
320 |
520 |
0 |
840 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| 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) |
273 |
0 |
0 |
273 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
800 |
400 |
0 |
1,200 |
| Total Monthly Income less Expenditure |
1,735 |
30 |
0 |
1,765 |
| Total Expenditure |
2,183 |
920 |
0 |
3,103 |