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 |
650,000 |
650,000 |
| Car |
0 |
16,000 |
0 |
16,000 |
| Savings (e.g. bank a/c, building society) |
2,800 |
23,000 |
0 |
25,800 |
| Investments (e.g. ISA/unit trust/shares etc) |
8,056 |
2,880 |
0 |
10,936 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
320,000 |
320,000 |
| Total Assets |
10,856 |
41,880 |
970,000 |
1,022,736 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
297,061 |
297,061 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| 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 |
0 |
4,588 |
17,690 |
22,278 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
10,856 |
37,292 |
655,249 |
703,397 |
| Total Liabilities |
0 |
4,588 |
314,751 |
319,339 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
5,000 |
4,083 |
0 |
9,083 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
1,150 |
1,150 |
| Total Income |
5,000 |
4,083 |
1,150 |
10,233 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,231 |
1,231 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
103 |
103 |
| 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 |
0 |
100 |
269 |
369 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
196 |
196 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,266 |
1,266 |
| Total Monthly Income less Expenditure |
5,000 |
3,983 |
-1,915 |
7,068 |
| Total Expenditure |
0 |
100 |
3,065 |
3,165 |