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 |
700,000 |
700,000 |
| Car |
113,000 |
0 |
0 |
113,000 |
| Savings (e.g. bank a/c, building society) |
40,000 |
0 |
0 |
40,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
845,000 |
0 |
0 |
845,000 |
| Other Assets |
25,000 |
0 |
0 |
25,000 |
| Investment Property |
250,000 |
0 |
250,000 |
500,000 |
| Total Assets |
1,273,000 |
0 |
950,000 |
2,223,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
270,000 |
270,000 |
| Mortgage - Investment Property |
155,000 |
0 |
93,000 |
248,000 |
| 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 |
0 |
0 |
0 |
0 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
18,000 |
18,000 |
| Total Assets less Liabilities |
1,118,000 |
0 |
569,000 |
1,687,000 |
| Total Liabilities |
155,000 |
0 |
381,000 |
536,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
19,557 |
0 |
0 |
19,557 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
15,105 |
0 |
0 |
15,105 |
| Total Income |
34,662 |
0 |
0 |
34,662 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
600 |
600 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
433 |
0 |
483 |
916 |
| 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) |
0 |
0 |
300 |
300 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
500 |
500 |
| Total Monthly Income less Expenditure |
34,229 |
0 |
-1,883 |
32,346 |
| Total Expenditure |
433 |
0 |
1,883 |
2,316 |