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 |
300,000 |
300,000 |
| Car |
40,000 |
0 |
0 |
40,000 |
| Savings (e.g. bank a/c, building society) |
35,000 |
20,000 |
15,000 |
70,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
600 |
0 |
0 |
600 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
380,000 |
380,000 |
| Total Assets |
75,600 |
20,000 |
695,000 |
790,600 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
160,742 |
160,742 |
| Mortgage - Investment Property |
0 |
0 |
253,539 |
253,539 |
| 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 |
313 |
0 |
0 |
313 |
| Credit card balance |
1,860 |
0 |
0 |
1,860 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
73,427 |
20,000 |
280,719 |
374,146 |
| Total Liabilities |
2,173 |
0 |
414,281 |
416,454 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
8,426 |
4,490 |
0 |
12,917 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
1,400 |
1,400 |
| Total Income |
8,426 |
4,490 |
1,400 |
14,317 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
862 |
862 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
324 |
324 |
| 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 |
49 |
0 |
0 |
49 |
| Credit card payments |
300 |
0 |
0 |
300 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
262 |
262 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
600 |
600 |
| Total Monthly Income less Expenditure |
8,077 |
4,490 |
-648 |
11,920 |
| Total Expenditure |
349 |
0 |
2,048 |
2,397 |