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 |
500,000 |
500,000 |
| Car |
12,500 |
0 |
0 |
12,500 |
| Savings (e.g. bank a/c, building society) |
0 |
163,000 |
26,500 |
189,500 |
| Investments (e.g. ISA/unit trust/shares etc) |
5,000 |
6,500 |
0 |
11,500 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
360,000 |
100,000 |
460,000 |
| Total Assets |
17,500 |
529,500 |
626,500 |
1,173,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
248,229 |
248,229 |
| Mortgage - Investment Property |
0 |
266,000 |
61,600 |
327,600 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
8,000 |
0 |
0 |
8,000 |
| Credit card balance |
0 |
0 |
0 |
0 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
9,500 |
263,500 |
316,671 |
589,671 |
| Total Liabilities |
8,000 |
266,000 |
309,829 |
583,829 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,844 |
2,060 |
0 |
4,904 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
1,870 |
550 |
2,420 |
| Total Income |
2,844 |
3,930 |
550 |
7,324 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
943 |
943 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
492 |
291 |
783 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
54 |
0 |
0 |
54 |
| Credit card payments |
100 |
0 |
0 |
100 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
165 |
0 |
165 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
675 |
900 |
0 |
1,575 |
| Total Monthly Income less Expenditure |
2,015 |
2,373 |
-684 |
3,704 |
| Total Expenditure |
829 |
1,557 |
1,234 |
3,620 |