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 |
340,000 |
340,000 |
| Car |
40,000 |
0 |
0 |
40,000 |
| Savings (e.g. bank a/c, building society) |
29,525 |
9,500 |
14,950 |
53,975 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
65,000 |
0 |
140,000 |
205,000 |
| Total Assets |
134,525 |
9,500 |
494,950 |
638,975 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
123,009 |
123,009 |
| Mortgage - Investment Property |
45,500 |
0 |
75,000 |
120,500 |
| 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 |
34,788 |
0 |
0 |
34,788 |
| Credit card balance |
0 |
0 |
0 |
0 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
54,237 |
9,500 |
296,941 |
360,678 |
| Total Liabilities |
80,288 |
0 |
198,009 |
278,297 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
0 |
44,421 |
0 |
44,421 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
5,280 |
0 |
0 |
5,280 |
| Total Income |
5,280 |
44,421 |
0 |
49,701 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
945 |
945 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
75 |
0 |
127 |
203 |
| 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 |
459 |
0 |
0 |
459 |
| 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 |
258 |
258 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
630 |
630 |
| Total Monthly Income less Expenditure |
4,745 |
44,421 |
-1,961 |
47,206 |
| Total Expenditure |
535 |
0 |
1,961 |
2,495 |