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 |
375,000 |
190,000 |
0 |
565,000 |
| Car |
10,000 |
14,000 |
0 |
24,000 |
| Savings (e.g. bank a/c, building society) |
62,000 |
55,000 |
0 |
117,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
85,000 |
0 |
85,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
185,000 |
0 |
185,000 |
| Total Assets |
447,000 |
529,000 |
0 |
976,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
193,000 |
42,000 |
0 |
235,000 |
| 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 |
0 |
0 |
0 |
0 |
| Credit card balance |
0 |
0 |
0 |
0 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
254,000 |
487,000 |
0 |
741,000 |
| Total Liabilities |
193,000 |
42,000 |
0 |
235,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
48,000 |
42,000 |
0 |
90,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
9,800 |
0 |
9,800 |
| Total Income |
48,000 |
51,800 |
0 |
99,800 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
135 |
680 |
0 |
815 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
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 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| 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 |
0 |
0 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
0 |
0 |
| Total Monthly Income less Expenditure |
47,865 |
51,120 |
0 |
98,985 |
| Total Expenditure |
135 |
680 |
0 |
815 |