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 |
310,000 |
0 |
310,000 |
| Car |
0 |
15,000 |
0 |
15,000 |
| Savings (e.g. bank a/c, building society) |
0 |
5,000 |
0 |
5,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
285,000 |
500,000 |
0 |
785,000 |
| Total Assets |
285,000 |
830,000 |
0 |
1,115,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
221,603 |
0 |
221,603 |
| Mortgage - Investment Property |
147,110 |
333,690 |
0 |
480,800 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
46,183 |
0 |
0 |
46,183 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
33,717 |
0 |
0 |
33,717 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
44,399 |
0 |
0 |
44,399 |
| Total Assets less Liabilities |
13,591 |
274,707 |
0 |
288,298 |
| Total Liabilities |
271,409 |
555,293 |
0 |
826,702 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,007 |
2,443 |
0 |
5,450 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
1,300 |
1,900 |
0 |
3,200 |
| Total Income |
4,307 |
4,343 |
0 |
8,650 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
506 |
0 |
506 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
495 |
1,024 |
0 |
1,519 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
743 |
0 |
0 |
743 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
1,012 |
0 |
0 |
1,012 |
| HMRC payments (unpaid only) |
60 |
0 |
0 |
60 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
336 |
35 |
0 |
371 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
259 |
600 |
0 |
859 |
| Total Monthly Income less Expenditure |
1,402 |
2,178 |
0 |
3,580 |
| Total Expenditure |
2,905 |
2,165 |
0 |
5,070 |