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 |
450,000 |
450,000 |
| Car |
60,000 |
0 |
0 |
60,000 |
| Savings (e.g. bank a/c, building society) |
5,000 |
2,000 |
0 |
7,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
30,000 |
0 |
0 |
30,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
400,000 |
400,000 |
| Total Assets |
95,000 |
2,000 |
850,000 |
947,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
374,591 |
374,591 |
| Mortgage - Investment Property |
0 |
0 |
296,569 |
296,569 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
13,586 |
0 |
5,052 |
18,638 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
51,552 |
0 |
0 |
51,552 |
| Credit card balance |
0 |
0 |
0 |
0 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
29,862 |
2,000 |
173,788 |
205,650 |
| Total Liabilities |
65,138 |
0 |
676,212 |
741,350 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,500 |
2,400 |
0 |
5,900 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
80 |
1,575 |
1,655 |
| Total Income |
3,500 |
2,480 |
1,575 |
7,555 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,415 |
1,415 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
813 |
813 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
251 |
0 |
180 |
431 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
603 |
0 |
0 |
603 |
| 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) |
53 |
16 |
326 |
395 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
449 |
383 |
1,250 |
2,082 |
| Total Monthly Income less Expenditure |
2,145 |
2,081 |
-2,410 |
1,816 |
| Total Expenditure |
1,355 |
399 |
3,985 |
5,739 |