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 |
340,000 |
340,000 |
| Car |
9,000 |
8,000 |
0 |
17,000 |
| Savings (e.g. bank a/c, building society) |
1,500 |
4,000 |
0 |
5,500 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
125,000 |
280,000 |
405,000 |
| Total Assets |
10,500 |
137,000 |
620,000 |
767,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
237,679 |
237,679 |
| Mortgage - Investment Property |
0 |
81,000 |
161,250 |
242,250 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
8,619 |
0 |
0 |
8,619 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
1,909 |
6,450 |
0 |
8,359 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-28 |
49,550 |
221,071 |
270,593 |
| Total Liabilities |
10,528 |
87,450 |
398,929 |
496,907 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
29,720 |
27,012 |
0 |
56,732 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
3,099 |
0 |
0 |
3,099 |
| Total Income |
32,819 |
27,012 |
0 |
59,831 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
937 |
937 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
139 |
319 |
458 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
323 |
0 |
0 |
323 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
150 |
460 |
0 |
610 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
332 |
332 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
121 |
124 |
400 |
645 |
| Total Monthly Income less Expenditure |
32,225 |
26,289 |
-1,988 |
56,526 |
| Total Expenditure |
594 |
723 |
1,988 |
3,305 |