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 |
800,000 |
0 |
0 |
800,000 |
| Car |
22,000 |
16,000 |
0 |
38,000 |
| Savings (e.g. bank a/c, building society) |
10,000 |
0 |
0 |
10,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
400,000 |
0 |
0 |
400,000 |
| Investment Property |
710,000 |
0 |
0 |
710,000 |
| Total Assets |
1,942,000 |
16,000 |
0 |
1,958,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
350,000 |
0 |
0 |
350,000 |
| Mortgage - Investment Property |
434,000 |
0 |
0 |
434,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
18,000 |
0 |
0 |
18,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
15,000 |
0 |
0 |
15,000 |
| Credit card balance |
0 |
0 |
0 |
0 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
1,125,000 |
16,000 |
0 |
1,141,000 |
| Total Liabilities |
817,000 |
0 |
0 |
817,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
4,000 |
1,300 |
0 |
5,300 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
2,910 |
0 |
0 |
2,910 |
| Total Income |
6,910 |
1,300 |
0 |
8,210 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
2,018 |
0 |
0 |
2,018 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
1,900 |
0 |
0 |
1,900 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
360 |
0 |
0 |
360 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
398 |
0 |
0 |
398 |
| 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) |
250 |
0 |
0 |
250 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
750 |
0 |
0 |
750 |
| Total Monthly Income less Expenditure |
1,234 |
1,300 |
0 |
2,534 |
| Total Expenditure |
5,676 |
0 |
0 |
5,676 |