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 |
550,000 |
550,000 |
| Car |
500 |
3,500 |
0 |
4,000 |
| Savings (e.g. bank a/c, building society) |
2,000 |
6,000 |
30,000 |
38,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
300 |
0 |
0 |
300 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
190,000 |
450,000 |
0 |
640,000 |
| Total Assets |
192,800 |
459,500 |
580,000 |
1,232,300 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
1,140 |
1,140 |
| Mortgage - Investment Property |
203 |
1,200 |
0 |
1,403 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
12,087 |
10,822 |
0 |
22,909 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
0 |
2,998 |
0 |
2,998 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
180,510 |
444,480 |
578,860 |
1,203,850 |
| Total Liabilities |
12,290 |
15,020 |
1,140 |
28,450 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
35,000 |
32,000 |
0 |
67,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
5,000 |
8,000 |
0 |
13,000 |
| Total Income |
40,000 |
40,000 |
0 |
80,000 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,140 |
1,140 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
203 |
1,000 |
0 |
1,203 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
269 |
270 |
0 |
539 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
0 |
200 |
0 |
200 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
350 |
0 |
0 |
350 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
150 |
150 |
0 |
300 |
| Total Monthly Income less Expenditure |
39,028 |
38,380 |
-1,140 |
76,268 |
| Total Expenditure |
972 |
1,620 |
1,140 |
3,732 |