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 |
90,000 |
650,000 |
740,000 |
| Car |
0 |
0 |
30,000 |
30,000 |
| Savings (e.g. bank a/c, building society) |
2,000 |
0 |
0 |
2,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
161,242 |
0 |
0 |
161,242 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
400,000 |
400,000 |
| Total Assets |
163,242 |
90,000 |
1,080,000 |
1,333,242 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
222,730 |
222,730 |
| Mortgage - Investment Property |
0 |
0 |
287,003 |
287,003 |
| 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 |
0 |
0 |
0 |
| Credit card balance |
2,882 |
0 |
0 |
2,882 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
160,360 |
90,000 |
570,267 |
820,627 |
| Total Liabilities |
2,882 |
0 |
509,733 |
512,615 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
792 |
7,800 |
0 |
8,592 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
1,200 |
1,200 |
| Total Income |
792 |
7,800 |
1,200 |
9,792 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,792 |
1,792 |
| Rental payments (if applicable) |
0 |
0 |
619 |
619 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
0 |
0 |
| 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 |
0 |
0 |
| Credit card payments |
100 |
0 |
0 |
100 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
150 |
150 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
500 |
500 |
| Total Monthly Income less Expenditure |
692 |
7,800 |
-1,861 |
6,631 |
| Total Expenditure |
100 |
0 |
3,061 |
3,161 |