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 |
995,000 |
995,000 |
| Car |
0 |
45,000 |
0 |
45,000 |
| Savings (e.g. bank a/c, building society) |
120,000 |
0 |
62,000 |
182,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
1,500 |
7,000 |
0 |
8,500 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
530,000 |
530,000 |
| Total Assets |
121,500 |
52,000 |
1,587,000 |
1,760,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
400,000 |
400,000 |
| Mortgage - Investment Property |
0 |
0 |
345,000 |
345,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
16,000 |
45,000 |
0 |
61,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
0 |
0 |
4,000 |
4,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
105,500 |
7,000 |
838,000 |
950,500 |
| Total Liabilities |
16,000 |
45,000 |
749,000 |
810,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
6,500 |
2,000 |
0 |
8,500 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
900 |
900 |
| Total Income |
6,500 |
2,000 |
900 |
9,400 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,250 |
1,250 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
1,020 |
1,020 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
310 |
499 |
0 |
809 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| 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 |
700 |
700 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
500 |
500 |
| Total Monthly Income less Expenditure |
6,190 |
1,501 |
-2,670 |
5,021 |
| Total Expenditure |
310 |
499 |
3,570 |
4,379 |