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 |
600,000 |
0 |
0 |
600,000 |
| Car |
75,000 |
35,000 |
0 |
110,000 |
| Savings (e.g. bank a/c, building society) |
21,000 |
21,500 |
0 |
42,500 |
| Investments (e.g. ISA/unit trust/shares etc) |
40,000 |
0 |
0 |
40,000 |
| Other Assets |
70,000 |
0 |
0 |
70,000 |
| Investment Property |
0 |
365,000 |
0 |
365,000 |
| Total Assets |
806,000 |
421,500 |
0 |
1,227,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
192,000 |
0 |
0 |
192,000 |
| Mortgage - Investment Property |
0 |
110,000 |
0 |
110,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
15,300 |
0 |
0 |
15,300 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
1,000 |
0 |
0 |
1,000 |
| Hire purchase balance |
67,000 |
0 |
0 |
67,000 |
| Credit card balance |
18,690 |
0 |
0 |
18,690 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
5,000 |
0 |
0 |
5,000 |
| Total Assets less Liabilities |
507,010 |
311,500 |
0 |
818,510 |
| Total Liabilities |
298,990 |
110,000 |
0 |
408,990 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
5,000 |
2,000 |
0 |
7,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
2,000 |
1,400 |
1,350 |
4,750 |
| Total Income |
7,000 |
3,400 |
1,350 |
11,750 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
971 |
0 |
0 |
971 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
440 |
0 |
440 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
700 |
0 |
0 |
700 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
100 |
0 |
0 |
100 |
| Hire purchase repayments |
1,000 |
0 |
0 |
1,000 |
| Credit card payments |
800 |
0 |
0 |
800 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
600 |
0 |
0 |
600 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
500 |
0 |
0 |
500 |
| Total Monthly Income less Expenditure |
2,329 |
2,960 |
1,350 |
6,639 |
| Total Expenditure |
4,671 |
440 |
0 |
5,111 |