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 |
575,000 |
0 |
0 |
575,000 |
| Car |
15,000 |
0 |
0 |
15,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
4,542 |
4,542 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
250,000 |
290,000 |
0 |
540,000 |
| Total Assets |
840,000 |
290,000 |
4,542 |
1,134,542 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
168,654 |
0 |
0 |
168,654 |
| Mortgage - Investment Property |
163,698 |
0 |
0 |
163,698 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
6,618 |
0 |
9,324 |
15,942 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
1,844 |
0 |
0 |
1,844 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
499,186 |
290,000 |
-4,782 |
784,404 |
| Total Liabilities |
340,814 |
0 |
9,324 |
350,138 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,000 |
2,890 |
0 |
5,890 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
925 |
1,250 |
0 |
2,175 |
| Total Income |
3,925 |
4,140 |
0 |
8,065 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
1,010 |
0 |
0 |
1,010 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
637 |
900 |
0 |
1,537 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
133 |
0 |
199 |
332 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
100 |
0 |
0 |
100 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
325 |
325 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
100 |
55 |
700 |
855 |
| Total Monthly Income less Expenditure |
1,945 |
3,185 |
-1,224 |
3,906 |
| Total Expenditure |
1,980 |
955 |
1,224 |
4,159 |