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 |
4,500 |
2,500 |
0 |
7,000 |
| Savings (e.g. bank a/c, building society) |
350 |
950 |
0 |
1,300 |
| Investments (e.g. ISA/unit trust/shares etc) |
850 |
0 |
0 |
850 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
365,000 |
395,000 |
760,000 |
| Total Assets |
5,700 |
368,450 |
850,000 |
1,224,150 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
345,000 |
345,000 |
| Mortgage - Investment Property |
0 |
220,000 |
251,000 |
471,000 |
| Personal loans (Secured) |
0 |
0 |
22,000 |
22,000 |
| Personal loans (unsecured) |
27,500 |
0 |
0 |
27,500 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
4,200 |
0 |
0 |
4,200 |
| Unpaid income tax |
4,900 |
0 |
0 |
4,900 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-30,900 |
148,450 |
232,000 |
349,550 |
| Total Liabilities |
36,600 |
220,000 |
618,000 |
874,600 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,200 |
2,200 |
0 |
5,400 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
130 |
3,230 |
3,360 |
| Total Income |
3,200 |
2,330 |
3,230 |
8,760 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,990 |
1,990 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
875 |
990 |
1,865 |
| Personal loans (Secured) |
0 |
0 |
220 |
220 |
| Personal loans (unsecured) |
550 |
0 |
0 |
550 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
120 |
0 |
0 |
120 |
| HMRC payments (unpaid only) |
200 |
0 |
0 |
200 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
130 |
0 |
0 |
130 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
90 |
60 |
0 |
150 |
| Total Monthly Income less Expenditure |
2,110 |
1,395 |
30 |
3,535 |
| Total Expenditure |
1,090 |
935 |
3,200 |
5,225 |