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 |
645,000 |
645,000 |
| Car |
25,860 |
0 |
0 |
25,860 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
85,284 |
85,284 |
| Investments (e.g. ISA/unit trust/shares etc) |
260,708 |
65,761 |
0 |
326,469 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
85,000 |
0 |
368,000 |
453,000 |
| Total Assets |
371,568 |
65,761 |
1,098,284 |
1,535,613 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
200,599 |
200,599 |
| Mortgage - Investment Property |
91,321 |
0 |
211,253 |
302,574 |
| 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 |
1,918 |
0 |
0 |
1,918 |
| Credit card balance |
0 |
0 |
0 |
0 |
| Unpaid income tax |
10,000 |
0 |
0 |
10,000 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
268,329 |
65,761 |
686,432 |
1,020,522 |
| Total Liabilities |
103,239 |
0 |
411,852 |
515,091 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,674 |
4,225 |
0 |
6,899 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
568 |
0 |
0 |
568 |
| Total Income |
3,242 |
4,225 |
0 |
7,467 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
98 |
98 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
157 |
443 |
0 |
600 |
| 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 |
55 |
0 |
0 |
55 |
| Credit card payments |
0 |
0 |
0 |
0 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
325 |
325 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
2,955 |
2,955 |
| Total Monthly Income less Expenditure |
3,030 |
3,782 |
-3,378 |
3,434 |
| Total Expenditure |
212 |
443 |
3,378 |
4,033 |