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 |
180,000 |
0 |
0 |
180,000 |
| Car |
10,000 |
0 |
0 |
10,000 |
| Savings (e.g. bank a/c, building society) |
16,000 |
0 |
0 |
16,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
50,000 |
0 |
0 |
50,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
130,000 |
0 |
280,000 |
410,000 |
| Total Assets |
386,000 |
0 |
280,000 |
666,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
108,000 |
0 |
0 |
108,000 |
| Mortgage - Investment Property |
76,214 |
0 |
141,495 |
217,709 |
| 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 |
0 |
0 |
0 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
201,786 |
0 |
138,505 |
340,291 |
| Total Liabilities |
184,214 |
0 |
141,495 |
325,709 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
23,156 |
0 |
0 |
23,156 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
7,800 |
0 |
13,200 |
21,000 |
| Total Income |
30,956 |
0 |
13,200 |
44,156 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
340 |
0 |
0 |
340 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
78 |
0 |
383 |
461 |
| 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 |
0 |
0 |
0 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
200 |
0 |
0 |
200 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
500 |
0 |
0 |
500 |
| Total Monthly Income less Expenditure |
29,838 |
0 |
12,817 |
42,655 |
| Total Expenditure |
1,118 |
0 |
383 |
1,501 |