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 |
550,000 |
550,000 |
| Car |
0 |
28,000 |
0 |
28,000 |
| Savings (e.g. bank a/c, building society) |
4,000 |
18,000 |
5,000 |
27,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
230,000 |
230,000 |
| Total Assets |
4,000 |
46,000 |
785,000 |
835,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
203,000 |
203,000 |
| Mortgage - Investment Property |
0 |
0 |
180,000 |
180,000 |
| 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 |
0 |
12,592 |
0 |
12,592 |
| Credit card balance |
904 |
0 |
0 |
904 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
3,096 |
33,408 |
402,000 |
438,504 |
| Total Liabilities |
904 |
12,592 |
383,000 |
396,496 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,188 |
2,400 |
0 |
3,588 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
500 |
0 |
2,706 |
3,206 |
| Total Income |
1,688 |
2,400 |
2,706 |
6,794 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,159 |
1,159 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
611 |
611 |
| 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 |
0 |
0 |
449 |
449 |
| Credit card payments |
300 |
300 |
0 |
600 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
270 |
270 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
900 |
900 |
| Total Monthly Income less Expenditure |
1,388 |
2,100 |
-683 |
2,805 |
| Total Expenditure |
300 |
300 |
3,389 |
3,989 |