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 |
525,000 |
0 |
0 |
525,000 |
| Car |
15,000 |
0 |
0 |
15,000 |
| Savings (e.g. bank a/c, building society) |
32,200 |
15,680 |
0 |
47,880 |
| Investments (e.g. ISA/unit trust/shares etc) |
9,587 |
0 |
0 |
9,587 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
581,787 |
15,680 |
0 |
597,467 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
93,509 |
0 |
0 |
93,509 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
9,500 |
9,500 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
9,500 |
0 |
0 |
9,500 |
| Credit card balance |
2,263 |
0 |
0 |
2,263 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
476,515 |
15,680 |
-9,500 |
482,695 |
| Total Liabilities |
105,272 |
0 |
9,500 |
114,772 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
23,000 |
12,500 |
0 |
35,500 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
15,000 |
3,000 |
0 |
18,000 |
| Total Income |
38,000 |
15,500 |
0 |
53,500 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
602 |
0 |
0 |
602 |
| 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) |
195 |
0 |
0 |
195 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
300 |
0 |
0 |
300 |
| Credit card payments |
150 |
0 |
0 |
150 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
240 |
240 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
200 |
200 |
| Total Monthly Income less Expenditure |
36,753 |
15,500 |
-440 |
51,813 |
| Total Expenditure |
1,247 |
0 |
440 |
1,687 |