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 |
310,000 |
310,000 |
| Car |
0 |
11,000 |
0 |
11,000 |
| Savings (e.g. bank a/c, building society) |
1,000 |
2,000 |
0 |
3,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
8,000 |
0 |
8,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
1,000 |
21,000 |
310,000 |
332,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
205,808 |
205,808 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
220 |
250 |
0 |
470 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
6,600 |
0 |
0 |
6,600 |
| Credit card balance |
8,000 |
500 |
0 |
8,500 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-13,820 |
20,250 |
104,192 |
110,622 |
| Total Liabilities |
14,820 |
750 |
205,808 |
221,378 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
35,000 |
35,000 |
0 |
70,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
2,678 |
0 |
0 |
2,678 |
| Total Income |
37,678 |
35,000 |
0 |
72,678 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
910 |
910 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
220 |
250 |
0 |
470 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
220 |
0 |
0 |
220 |
| Credit card payments |
120 |
30 |
0 |
150 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
180 |
180 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
250 |
250 |
| Total Monthly Income less Expenditure |
37,118 |
34,720 |
-1,340 |
70,498 |
| Total Expenditure |
560 |
280 |
1,340 |
2,180 |