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 |
825,000 |
825,000 |
| Car |
0 |
0 |
0 |
0 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
0 |
0 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
211,000 |
211,000 |
| Total Assets |
0 |
0 |
1,036,000 |
1,036,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
392,264 |
392,264 |
| Mortgage - Investment Property |
0 |
0 |
121,714 |
121,714 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
534 |
428 |
0 |
962 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
399 |
0 |
0 |
399 |
| 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 |
-933 |
-428 |
522,022 |
520,661 |
| Total Liabilities |
933 |
428 |
513,978 |
515,339 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
4,750 |
2,690 |
0 |
7,440 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
700 |
700 |
| Total Income |
4,750 |
2,690 |
700 |
8,140 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,417 |
1,417 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
258 |
258 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
106 |
126 |
0 |
232 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
12 |
0 |
0 |
12 |
| 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 |
250 |
250 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,100 |
1,100 |
| Total Monthly Income less Expenditure |
4,632 |
2,564 |
-2,325 |
4,871 |
| Total Expenditure |
118 |
126 |
3,025 |
3,269 |