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 |
330,000 |
330,000 |
| Car |
3,000 |
0 |
6,500 |
9,500 |
| Savings (e.g. bank a/c, building society) |
1,000 |
0 |
1,000 |
2,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
500 |
0 |
0 |
500 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
400,000 |
0 |
0 |
400,000 |
| Total Assets |
404,500 |
0 |
337,500 |
742,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
233,710 |
233,710 |
| Mortgage - Investment Property |
245,972 |
0 |
0 |
245,972 |
| 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 |
2,031 |
0 |
0 |
2,031 |
| Credit card balance |
8,027 |
8,000 |
0 |
16,027 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
148,470 |
-8,000 |
103,790 |
244,260 |
| Total Liabilities |
256,030 |
8,000 |
233,710 |
497,740 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,800 |
2,520 |
0 |
5,320 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
1,550 |
122 |
1,250 |
2,922 |
| Total Income |
4,350 |
2,642 |
1,250 |
8,242 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,371 |
1,371 |
| Rental payments (if applicable) |
1,225 |
0 |
0 |
1,225 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
355 |
355 |
| Personal loans (unsecured) |
0 |
0 |
127 |
127 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
70 |
0 |
0 |
70 |
| Credit card payments |
120 |
200 |
0 |
320 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
1 |
0 |
0 |
1 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
325 |
325 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
1,250 |
1,250 |
67 |
2,567 |
| Total Monthly Income less Expenditure |
1,684 |
1,192 |
-995 |
1,881 |
| Total Expenditure |
2,666 |
1,450 |
2,245 |
6,361 |