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 |
265,000 |
265,000 |
| Car |
0 |
0 |
0 |
0 |
| Savings (e.g. bank a/c, building society) |
4,400 |
0 |
1,300 |
5,700 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
125,000 |
0 |
0 |
125,000 |
| Total Assets |
129,400 |
0 |
266,300 |
395,700 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
177,267 |
177,267 |
| Mortgage - Investment Property |
43,000 |
0 |
0 |
43,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
6,119 |
0 |
0 |
6,119 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
2,196 |
2,000 |
0 |
4,196 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
78,085 |
-2,000 |
89,033 |
165,118 |
| Total Liabilities |
51,315 |
2,000 |
177,267 |
230,582 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
30,000 |
22,000 |
0 |
52,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
5,000 |
0 |
0 |
5,000 |
| Total Income |
35,000 |
22,000 |
0 |
57,000 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
529 |
529 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
107 |
0 |
0 |
107 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
165 |
0 |
0 |
165 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
70 |
70 |
0 |
140 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
250 |
250 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
600 |
600 |
| Total Monthly Income less Expenditure |
34,658 |
21,930 |
-1,379 |
55,209 |
| Total Expenditure |
342 |
70 |
1,379 |
1,791 |