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 |
250,000 |
250,000 |
| Car |
10,000 |
0 |
0 |
10,000 |
| Savings (e.g. bank a/c, building society) |
23,000 |
12,000 |
2,700 |
37,700 |
| Investments (e.g. ISA/unit trust/shares etc) |
22,567 |
36,972 |
0 |
59,539 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
617,000 |
617,000 |
| Total Assets |
55,567 |
48,972 |
869,700 |
974,239 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
127,144 |
127,144 |
| Mortgage - Investment Property |
0 |
0 |
435,315 |
435,315 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
7,637 |
0 |
0 |
7,637 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
16 |
0 |
0 |
16 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
47,914 |
48,972 |
307,241 |
404,127 |
| Total Liabilities |
7,653 |
0 |
562,459 |
570,112 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,011 |
1,300 |
0 |
3,311 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
2,925 |
2,925 |
| Total Income |
2,011 |
1,300 |
2,925 |
6,236 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
475 |
475 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
909 |
909 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
200 |
0 |
0 |
200 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
16 |
0 |
0 |
16 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
80 |
0 |
250 |
330 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
157 |
0 |
400 |
557 |
| Total Monthly Income less Expenditure |
1,558 |
1,300 |
891 |
3,749 |
| Total Expenditure |
453 |
0 |
2,034 |
2,487 |