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 |
700,000 |
700,000 |
| Car |
40,000 |
4,000 |
0 |
44,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
0 |
0 |
| Investments (e.g. ISA/unit trust/shares etc) |
30,000 |
30,000 |
100,000 |
160,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
130,000 |
0 |
0 |
130,000 |
| Total Assets |
200,000 |
34,000 |
800,000 |
1,034,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
150,000 |
150,000 |
| Mortgage - Investment Property |
68,436 |
0 |
0 |
68,436 |
| 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 |
27,000 |
0 |
0 |
27,000 |
| Credit card balance |
7,000 |
0 |
0 |
7,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
97,564 |
34,000 |
650,000 |
781,564 |
| Total Liabilities |
102,436 |
0 |
150,000 |
252,436 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
5,000 |
737 |
0 |
5,737 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
450 |
0 |
0 |
450 |
| Total Income |
5,450 |
737 |
0 |
6,187 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
950 |
950 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
220 |
0 |
0 |
220 |
| 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 |
285 |
0 |
0 |
285 |
| Credit card payments |
70 |
0 |
0 |
70 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
300 |
300 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
500 |
500 |
| Total Monthly Income less Expenditure |
4,875 |
737 |
-1,750 |
3,862 |
| Total Expenditure |
575 |
0 |
1,750 |
2,325 |