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 |
475,000 |
475,000 |
| Car |
20,000 |
20,000 |
0 |
40,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
220,000 |
220,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
66,000 |
66,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
85,000 |
85,000 |
| Total Assets |
20,000 |
20,000 |
846,000 |
886,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
30,000 |
30,000 |
| Mortgage - Investment Property |
0 |
0 |
61,500 |
61,500 |
| 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 |
25,000 |
15,000 |
0 |
40,000 |
| Credit card balance |
0 |
0 |
0 |
0 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-5,000 |
5,000 |
754,500 |
754,500 |
| Total Liabilities |
25,000 |
15,000 |
91,500 |
131,500 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,500 |
2,500 |
0 |
5,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
1,610 |
495 |
2,105 |
| Total Income |
2,500 |
4,110 |
495 |
7,105 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
525 |
525 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
153 |
153 |
| 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 |
355 |
150 |
0 |
505 |
| 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 |
500 |
500 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,500 |
1,500 |
| Total Monthly Income less Expenditure |
2,145 |
3,960 |
-2,183 |
3,922 |
| Total Expenditure |
355 |
150 |
2,678 |
3,183 |