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 |
750,000 |
750,000 |
| Car |
40,000 |
0 |
0 |
40,000 |
| Savings (e.g. bank a/c, building society) |
9,500 |
0 |
37,000 |
46,500 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
500,000 |
0 |
0 |
500,000 |
| Total Assets |
549,500 |
0 |
787,000 |
1,336,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
404,734 |
404,734 |
| Mortgage - Investment Property |
166,420 |
0 |
0 |
166,420 |
| 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 |
51,894 |
0 |
0 |
51,894 |
| Credit card balance |
22,119 |
0 |
0 |
22,119 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
309,067 |
0 |
382,266 |
691,333 |
| Total Liabilities |
240,433 |
0 |
404,734 |
645,167 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
4,500 |
4,800 |
0 |
9,300 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
751 |
0 |
0 |
751 |
| Total Income |
5,251 |
4,800 |
0 |
10,051 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,908 |
1,908 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
482 |
0 |
0 |
482 |
| 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 |
746 |
0 |
0 |
746 |
| Credit card payments |
700 |
0 |
0 |
700 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
321 |
321 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
600 |
600 |
| Total Monthly Income less Expenditure |
3,323 |
4,800 |
-2,829 |
5,294 |
| Total Expenditure |
1,928 |
0 |
2,829 |
4,757 |