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 |
750,000 |
750,000 |
| Car |
0 |
0 |
10,000 |
10,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
20,000 |
20,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
12,000 |
30,000 |
0 |
42,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
350,000 |
0 |
0 |
350,000 |
| Total Assets |
362,000 |
30,000 |
780,000 |
1,172,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
290,000 |
290,000 |
| Mortgage - Investment Property |
130,000 |
0 |
0 |
130,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
573 |
0 |
0 |
573 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
859 |
0 |
0 |
859 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
230,568 |
30,000 |
490,000 |
750,568 |
| Total Liabilities |
131,432 |
0 |
290,000 |
421,432 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
0 |
0 |
0 |
0 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
1,500 |
1,850 |
0 |
3,350 |
| Total Income |
1,500 |
1,850 |
0 |
3,350 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
480 |
480 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
56 |
0 |
0 |
56 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
18 |
0 |
0 |
18 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
42 |
0 |
0 |
42 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
284 |
284 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
800 |
800 |
| Total Monthly Income less Expenditure |
1,384 |
1,850 |
-1,564 |
1,670 |
| Total Expenditure |
116 |
0 |
1,564 |
1,680 |