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 |
400,000 |
400,000 |
| Car |
45,000 |
0 |
0 |
45,000 |
| Savings (e.g. bank a/c, building society) |
39,000 |
0 |
0 |
39,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
1,500 |
0 |
0 |
1,500 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
690,000 |
690,000 |
| Total Assets |
85,500 |
0 |
1,090,000 |
1,175,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
219,000 |
219,000 |
| Mortgage - Investment Property |
0 |
0 |
470,339 |
470,339 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
684 |
0 |
0 |
684 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
29,150 |
0 |
0 |
29,150 |
| Credit card balance |
960 |
0 |
0 |
960 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
54,706 |
0 |
400,661 |
455,367 |
| Total Liabilities |
30,794 |
0 |
689,339 |
720,133 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,916 |
0 |
0 |
2,916 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
3,400 |
3,400 |
| Total Income |
2,916 |
0 |
3,400 |
6,316 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
757 |
757 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
1,629 |
1,629 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
41 |
0 |
0 |
41 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
220 |
0 |
0 |
220 |
| 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 |
306 |
306 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,000 |
1,000 |
| Total Monthly Income less Expenditure |
2,555 |
0 |
-292 |
2,263 |
| Total Expenditure |
361 |
0 |
3,692 |
4,053 |