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 |
544,621 |
0 |
0 |
544,621 |
| Car |
0 |
0 |
0 |
0 |
| Savings (e.g. bank a/c, building society) |
2,000 |
0 |
0 |
2,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
1,500 |
0 |
0 |
1,500 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
155,000 |
0 |
155,000 |
| Total Assets |
548,121 |
155,000 |
0 |
703,121 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
269,000 |
0 |
0 |
269,000 |
| Mortgage - Investment Property |
0 |
112,500 |
0 |
112,500 |
| 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 |
1,836 |
200 |
0 |
2,036 |
| Credit card balance |
11,000 |
200 |
0 |
11,200 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
266,285 |
42,100 |
0 |
308,385 |
| Total Liabilities |
281,836 |
112,900 |
0 |
394,736 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,400 |
2,440 |
0 |
4,840 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
121 |
875 |
0 |
996 |
| Total Income |
2,521 |
3,315 |
0 |
5,836 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
1,007 |
0 |
0 |
1,007 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
550 |
0 |
550 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
462 |
20 |
0 |
482 |
| Credit card payments |
300 |
25 |
0 |
325 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
300 |
300 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
500 |
500 |
| Total Monthly Income less Expenditure |
752 |
2,720 |
-800 |
2,672 |
| Total Expenditure |
1,769 |
595 |
800 |
3,164 |