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 |
285,000 |
285,000 |
| Car |
13,000 |
0 |
0 |
13,000 |
| Savings (e.g. bank a/c, building society) |
3,000 |
10,000 |
0 |
13,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
200,000 |
455,000 |
0 |
655,000 |
| Total Assets |
216,000 |
465,000 |
285,000 |
966,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
165,894 |
165,894 |
| Mortgage - Investment Property |
75,000 |
328,249 |
0 |
403,249 |
| 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 |
16,686 |
0 |
0 |
16,686 |
| Credit card balance |
1,756 |
0 |
0 |
1,756 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
122,558 |
136,751 |
119,106 |
378,415 |
| Total Liabilities |
93,442 |
328,249 |
165,894 |
587,585 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,793 |
1,793 |
0 |
3,586 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
1,100 |
2,600 |
0 |
3,700 |
| Total Income |
2,893 |
4,393 |
0 |
7,286 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
611 |
611 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
258 |
1,374 |
0 |
1,632 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
374 |
0 |
0 |
374 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
283 |
0 |
0 |
283 |
| Credit card payments |
54 |
0 |
0 |
54 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
350 |
0 |
0 |
350 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
250 |
0 |
0 |
250 |
| Total Monthly Income less Expenditure |
1,325 |
3,019 |
-611 |
3,733 |
| Total Expenditure |
1,568 |
1,374 |
611 |
3,553 |