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 |
575,000 |
575,000 |
| Car |
0 |
71,000 |
0 |
71,000 |
| Savings (e.g. bank a/c, building society) |
1,153 |
13,489 |
0 |
14,642 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
22,000 |
0 |
22,000 |
| Other Assets |
0 |
430,000 |
0 |
430,000 |
| Investment Property |
0 |
280,000 |
0 |
280,000 |
| Total Assets |
1,153 |
816,489 |
575,000 |
1,392,642 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
333,195 |
333,195 |
| Mortgage - Investment Property |
0 |
82,000 |
0 |
82,000 |
| 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 |
18,891 |
0 |
18,891 |
| Credit card balance |
0 |
18,147 |
0 |
18,147 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
1,153 |
697,451 |
241,805 |
940,409 |
| Total Liabilities |
0 |
119,038 |
333,195 |
452,233 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
947 |
72,000 |
0 |
72,947 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
812 |
0 |
812 |
| Total Income |
947 |
72,812 |
0 |
73,759 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,623 |
1,623 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
292 |
0 |
292 |
| 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 |
300 |
0 |
300 |
| Credit card payments |
0 |
280 |
0 |
280 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
263 |
0 |
263 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
600 |
3,800 |
0 |
4,400 |
| Total Monthly Income less Expenditure |
347 |
67,877 |
-1,623 |
66,601 |
| Total Expenditure |
600 |
4,935 |
1,623 |
7,158 |