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 |
500,000 |
500,000 |
| Car |
28,000 |
30,000 |
0 |
58,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
40,000 |
40,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
100,000 |
100,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
200,000 |
0 |
0 |
200,000 |
| Total Assets |
228,000 |
30,000 |
640,000 |
898,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
230,000 |
230,000 |
| Mortgage - Investment Property |
83,000 |
0 |
0 |
83,000 |
| 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 |
500 |
0 |
0 |
500 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
144,500 |
30,000 |
410,000 |
584,500 |
| Total Liabilities |
83,500 |
0 |
230,000 |
313,500 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,758 |
4,130 |
0 |
7,888 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
725 |
0 |
0 |
725 |
| Total Income |
4,483 |
4,130 |
0 |
8,613 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,300 |
1,300 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
421 |
0 |
0 |
421 |
| 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 |
100 |
0 |
0 |
100 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
520 |
520 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
2,500 |
2,500 |
| Total Monthly Income less Expenditure |
3,962 |
4,130 |
-4,320 |
3,772 |
| Total Expenditure |
521 |
0 |
4,320 |
4,841 |