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 |
520,000 |
520,000 |
| Car |
0 |
0 |
0 |
0 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
3,000 |
3,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
5,000 |
0 |
0 |
5,000 |
| Other Assets |
4,000 |
3,000 |
0 |
7,000 |
| Investment Property |
0 |
0 |
810,000 |
810,000 |
| Total Assets |
9,000 |
3,000 |
1,333,000 |
1,345,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
303,000 |
303,000 |
| Mortgage - Investment Property |
0 |
0 |
607,000 |
607,000 |
| Personal loans (Secured) |
32,000 |
10,000 |
0 |
42,000 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
1,000 |
0 |
0 |
1,000 |
| Unpaid income tax |
-5,697 |
0 |
0 |
-5,697 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-18,303 |
-7,000 |
423,000 |
397,697 |
| Total Liabilities |
27,303 |
10,000 |
910,000 |
947,303 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
4,600 |
4,690 |
0 |
9,290 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
500 |
500 |
8,125 |
9,125 |
| Total Income |
5,100 |
5,190 |
8,125 |
18,415 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,741 |
1,741 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
2,838 |
2,838 |
| Personal loans (Secured) |
901 |
457 |
0 |
1,358 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
800 |
0 |
0 |
800 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
400 |
400 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
600 |
600 |
0 |
1,200 |
| Total Monthly Income less Expenditure |
2,799 |
4,133 |
3,146 |
10,078 |
| Total Expenditure |
2,301 |
1,057 |
4,979 |
8,337 |