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 |
455,000 |
455,000 |
| Car |
3,500 |
2,500 |
0 |
6,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
0 |
0 |
| Investments (e.g. ISA/unit trust/shares etc) |
950 |
0 |
0 |
950 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
345,000 |
385,000 |
730,000 |
| Total Assets |
4,450 |
347,500 |
840,000 |
1,191,950 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
340,000 |
340,000 |
| Mortgage - Investment Property |
0 |
222,000 |
240,000 |
462,000 |
| Personal loans (Secured) |
0 |
0 |
20,000 |
20,000 |
| Personal loans (unsecured) |
18,000 |
22,000 |
0 |
40,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
7,500 |
2,500 |
0 |
10,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
6,000 |
0 |
0 |
6,000 |
| Total Assets less Liabilities |
-27,050 |
101,000 |
240,000 |
313,950 |
| Total Liabilities |
31,500 |
246,500 |
600,000 |
878,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,400 |
2,200 |
0 |
5,600 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
1,450 |
1,700 |
3,150 |
| Total Income |
3,400 |
3,650 |
1,700 |
8,750 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,980 |
1,980 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
450 |
980 |
1,430 |
| Personal loans (Secured) |
0 |
0 |
220 |
220 |
| Personal loans (unsecured) |
500 |
560 |
125 |
1,185 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
280 |
60 |
0 |
340 |
| HMRC payments (unpaid only) |
165 |
0 |
0 |
165 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
250 |
250 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
300 |
300 |
| Total Monthly Income less Expenditure |
2,455 |
2,580 |
-2,155 |
2,880 |
| Total Expenditure |
945 |
1,070 |
3,855 |
5,870 |