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 |
550,000 |
550,000 |
| Car |
10,000 |
15,000 |
0 |
25,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
0 |
0 |
| Investments (e.g. ISA/unit trust/shares etc) |
30,000 |
8,000 |
0 |
38,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
360,000 |
110,000 |
470,000 |
| Total Assets |
40,000 |
383,000 |
660,000 |
1,083,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
249,999 |
249,999 |
| Mortgage - Investment Property |
0 |
200,000 |
52,000 |
252,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
30,000 |
0 |
0 |
30,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
7,000 |
0 |
0 |
7,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
3,000 |
183,000 |
358,001 |
544,001 |
| Total Liabilities |
37,000 |
200,000 |
301,999 |
538,999 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,000 |
3,000 |
0 |
6,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
1,000 |
0 |
1,313 |
2,313 |
| Total Income |
4,000 |
3,000 |
1,313 |
8,313 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,620 |
1,620 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
383 |
721 |
1,104 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
1,287 |
0 |
0 |
1,287 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
250 |
0 |
0 |
250 |
| 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) |
0 |
0 |
300 |
300 |
| Total Monthly Income less Expenditure |
2,463 |
2,617 |
-1,728 |
3,352 |
| Total Expenditure |
1,537 |
383 |
3,041 |
4,961 |