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 |
410,000 |
0 |
410,000 |
| Car |
0 |
0 |
0 |
0 |
| Savings (e.g. bank a/c, building society) |
40,000 |
25,000 |
0 |
65,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
90,000 |
310,000 |
200,000 |
600,000 |
| Total Assets |
130,000 |
745,000 |
200,000 |
1,075,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
85,000 |
0 |
85,000 |
| Mortgage - Investment Property |
72,000 |
45,000 |
120,000 |
237,000 |
| 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 |
15,000 |
5,000 |
0 |
20,000 |
| Credit card balance |
0 |
0 |
0 |
0 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
43,000 |
610,000 |
80,000 |
733,000 |
| Total Liabilities |
87,000 |
135,000 |
120,000 |
342,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
26,000 |
0 |
0 |
26,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
17,315 |
23,703 |
0 |
41,018 |
| Total Income |
43,315 |
23,703 |
0 |
67,018 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
300 |
0 |
300 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
230 |
90 |
300 |
620 |
| 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 |
360 |
95 |
0 |
455 |
| Credit card payments |
0 |
0 |
0 |
0 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
150 |
150 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
100 |
30 |
500 |
630 |
| Total Monthly Income less Expenditure |
42,625 |
23,188 |
-950 |
64,863 |
| Total Expenditure |
690 |
515 |
950 |
2,155 |