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 |
500,000 |
0 |
500,000 |
| Car |
0 |
0 |
0 |
0 |
| Savings (e.g. bank a/c, building society) |
12,500 |
0 |
0 |
12,500 |
| Investments (e.g. ISA/unit trust/shares etc) |
80,000 |
0 |
0 |
80,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
580,000 |
0 |
305,000 |
885,000 |
| Total Assets |
672,500 |
500,000 |
305,000 |
1,477,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
265,000 |
0 |
265,000 |
| Mortgage - Investment Property |
377,000 |
0 |
158,000 |
535,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
11,000 |
11,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
0 |
0 |
0 |
0 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
295,500 |
235,000 |
136,000 |
666,500 |
| Total Liabilities |
377,000 |
265,000 |
169,000 |
811,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,186 |
0 |
0 |
2,186 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
1,250 |
0 |
0 |
1,250 |
| Total Income |
3,436 |
0 |
0 |
3,436 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
794 |
0 |
794 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
261 |
0 |
0 |
261 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
0 |
0 |
0 |
0 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
500 |
0 |
0 |
500 |
| Utilities (Gas/water/Elec/phone/internet) |
250 |
0 |
0 |
250 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
250 |
0 |
0 |
250 |
| Total Monthly Income less Expenditure |
2,175 |
-794 |
0 |
1,381 |
| Total Expenditure |
1,261 |
794 |
0 |
2,055 |