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 |
450,000 |
450,000 |
| Car |
6,000 |
900 |
0 |
6,900 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
0 |
0 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
250,000 |
250,000 |
| Total Assets |
6,000 |
900 |
700,000 |
706,900 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
280,000 |
280,000 |
| Mortgage - Investment Property |
0 |
0 |
161,000 |
161,000 |
| 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 |
0 |
0 |
0 |
0 |
| Credit card balance |
4,000 |
0 |
0 |
4,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
2,000 |
900 |
259,000 |
261,900 |
| Total Liabilities |
4,000 |
0 |
441,000 |
445,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
35,000 |
45,000 |
0 |
80,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
16,440 |
16,440 |
| Total Income |
35,000 |
45,000 |
16,440 |
96,440 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
880 |
880 |
| Rental payments (if applicable) |
0 |
0 |
500 |
500 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
275 |
0 |
0 |
275 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
30 |
0 |
0 |
30 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
115 |
0 |
0 |
115 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
180 |
40 |
0 |
220 |
| Total Monthly Income less Expenditure |
34,400 |
44,960 |
15,060 |
94,420 |
| Total Expenditure |
600 |
40 |
1,380 |
2,020 |