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 |
320,000 |
320,000 |
| Car |
0 |
0 |
3,000 |
3,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
2,000 |
2,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
140,000 |
0 |
0 |
140,000 |
| Total Assets |
140,000 |
0 |
325,000 |
465,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
24,300 |
24,300 |
| Mortgage - Investment Property |
43,000 |
0 |
0 |
43,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
7,428 |
0 |
0 |
7,428 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
1,300 |
3,000 |
0 |
4,300 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
1,851 |
0 |
0 |
1,851 |
| Total Assets less Liabilities |
86,421 |
-3,000 |
300,700 |
384,121 |
| Total Liabilities |
53,579 |
3,000 |
24,300 |
80,879 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,500 |
1,900 |
0 |
4,400 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
2,500 |
1,900 |
0 |
4,400 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,065 |
1,065 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
172 |
0 |
0 |
172 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
150 |
0 |
0 |
150 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
100 |
30 |
0 |
130 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
310 |
310 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
244 |
0 |
600 |
844 |
| Total Monthly Income less Expenditure |
1,834 |
1,870 |
-1,975 |
1,729 |
| Total Expenditure |
666 |
30 |
1,975 |
2,671 |