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 |
400,000 |
400,000 |
| Car |
20,000 |
0 |
0 |
20,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
20,000 |
20,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
75,000 |
0 |
340,000 |
415,000 |
| Total Assets |
95,000 |
0 |
760,000 |
855,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
293,770 |
293,770 |
| Mortgage - Investment Property |
0 |
0 |
107,860 |
107,860 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
20,000 |
0 |
0 |
20,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
393 |
0 |
0 |
393 |
| Hire purchase balance |
38,550 |
0 |
0 |
38,550 |
| Credit card balance |
8,988 |
0 |
0 |
8,988 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
27,069 |
0 |
358,370 |
385,439 |
| Total Liabilities |
67,931 |
0 |
401,630 |
469,561 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
5,950 |
0 |
0 |
5,950 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
560 |
0 |
0 |
560 |
| Total Income |
6,510 |
0 |
0 |
6,510 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
2,070 |
2,070 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
308 |
308 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
960 |
0 |
0 |
960 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
350 |
0 |
0 |
350 |
| Hire purchase repayments |
480 |
0 |
0 |
480 |
| 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) |
460 |
0 |
0 |
460 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
500 |
0 |
700 |
1,200 |
| Total Monthly Income less Expenditure |
3,510 |
0 |
-3,078 |
432 |
| Total Expenditure |
3,000 |
0 |
3,078 |
6,078 |