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 |
590,000 |
590,000 |
| Car |
20,000 |
9,500 |
0 |
29,500 |
| Savings (e.g. bank a/c, building society) |
150,000 |
25,000 |
0 |
175,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
24,000 |
13,000 |
0 |
37,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
90,000 |
0 |
0 |
90,000 |
| Total Assets |
284,000 |
47,500 |
590,000 |
921,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
168,397 |
168,397 |
| Mortgage - Investment Property |
56,200 |
0 |
0 |
56,200 |
| 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 |
122 |
0 |
0 |
122 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
227,678 |
47,500 |
421,603 |
696,781 |
| Total Liabilities |
56,322 |
0 |
168,397 |
224,719 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,709 |
1,041 |
0 |
2,750 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
500 |
0 |
0 |
500 |
| Total Income |
2,209 |
1,041 |
0 |
3,250 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
620 |
620 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
268 |
0 |
0 |
268 |
| 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 |
122 |
0 |
0 |
122 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
350 |
0 |
350 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
150 |
300 |
0 |
450 |
| Total Monthly Income less Expenditure |
1,669 |
391 |
-620 |
1,440 |
| Total Expenditure |
540 |
650 |
620 |
1,810 |