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 |
490,000 |
490,000 |
| Car |
7,000 |
25,000 |
0 |
32,000 |
| Savings (e.g. bank a/c, building society) |
20,000 |
70,000 |
0 |
90,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
500,000 |
0 |
0 |
500,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
230,000 |
250,000 |
480,000 |
| Total Assets |
527,000 |
325,000 |
740,000 |
1,592,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
178,965 |
178,965 |
| Mortgage - Investment Property |
0 |
263,000 |
164,330 |
427,330 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
4,978 |
0 |
0 |
4,978 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
500 |
0 |
0 |
500 |
| Hire purchase balance |
0 |
25,000 |
0 |
25,000 |
| Credit card balance |
2,776 |
3,278 |
0 |
6,054 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
518,746 |
33,722 |
396,705 |
949,173 |
| Total Liabilities |
8,254 |
291,278 |
343,295 |
642,827 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
500 |
4,996 |
0 |
5,496 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
725 |
950 |
1,675 |
| Total Income |
500 |
5,721 |
950 |
7,171 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,027 |
1,027 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
1,600 |
720 |
2,320 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
213 |
0 |
0 |
213 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
500 |
0 |
0 |
500 |
| Hire purchase repayments |
0 |
366 |
0 |
366 |
| Credit card payments |
100 |
107 |
0 |
207 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
500 |
500 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
350 |
350 |
| Total Monthly Income less Expenditure |
-313 |
3,648 |
-1,647 |
1,688 |
| Total Expenditure |
813 |
2,073 |
2,597 |
5,483 |