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 |
475,000 |
475,000 |
| Car |
0 |
36,000 |
0 |
36,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
0 |
0 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
10,000 |
10,000 |
20,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
275,000 |
239,000 |
0 |
514,000 |
| Total Assets |
275,000 |
285,000 |
485,000 |
1,045,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
364,500 |
364,500 |
| Mortgage - Investment Property |
203,995 |
191,995 |
0 |
395,990 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
22,485 |
39,192 |
0 |
61,677 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
32,500 |
0 |
32,500 |
| Credit card balance |
12,180 |
0 |
0 |
12,180 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
36,340 |
21,313 |
120,500 |
178,153 |
| Total Liabilities |
238,660 |
263,687 |
364,500 |
866,847 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,940 |
5,000 |
0 |
7,940 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
1,172 |
1,400 |
0 |
2,572 |
| Total Income |
4,112 |
6,400 |
0 |
10,512 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,421 |
1,421 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
721 |
932 |
0 |
1,652 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
428 |
811 |
0 |
1,238 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
613 |
0 |
613 |
| Credit card payments |
166 |
0 |
0 |
166 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
609 |
609 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
560 |
432 |
992 |
| Total Monthly Income less Expenditure |
2,797 |
3,485 |
-2,462 |
3,821 |
| Total Expenditure |
1,315 |
2,915 |
2,462 |
6,691 |