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 |
600,000 |
600,000 |
| Car |
34,000 |
0 |
0 |
34,000 |
| Savings (e.g. bank a/c, building society) |
4,690 |
7,603 |
56,862 |
69,155 |
| Investments (e.g. ISA/unit trust/shares etc) |
17,885 |
11,412 |
0 |
29,297 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
400,000 |
400,000 |
| Total Assets |
56,575 |
19,015 |
1,056,862 |
1,132,452 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
103,402 |
103,402 |
| Mortgage - Investment Property |
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 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
27,546 |
0 |
0 |
27,546 |
| Credit card balance |
0 |
0 |
0 |
0 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
29,029 |
19,015 |
953,460 |
1,001,504 |
| Total Liabilities |
27,546 |
0 |
103,402 |
130,948 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
0 |
0 |
2,448 |
2,448 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
1,171 |
1,171 |
| Total Income |
0 |
0 |
3,619 |
3,619 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
765 |
765 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
145 |
145 |
| 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 |
322 |
0 |
0 |
322 |
| Credit card payments |
0 |
0 |
100 |
100 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
0 |
0 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,150 |
1,150 |
| Total Monthly Income less Expenditure |
-322 |
0 |
1,459 |
1,137 |
| Total Expenditure |
322 |
0 |
2,160 |
2,482 |