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 |
1,200,000 |
1,200,000 |
| Car |
30,000 |
9,000 |
0 |
39,000 |
| Savings (e.g. bank a/c, building society) |
0 |
3,532 |
0 |
3,532 |
| Investments (e.g. ISA/unit trust/shares etc) |
19,000 |
514 |
0 |
19,514 |
| Other Assets |
475,000 |
277,000 |
30,000 |
782,000 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
524,000 |
290,046 |
1,230,000 |
2,044,046 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
16,508 |
16,508 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
9,849 |
0 |
9,849 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
400 |
650 |
1,200 |
2,250 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
523,600 |
279,547 |
1,212,292 |
2,015,439 |
| Total Liabilities |
400 |
10,499 |
17,708 |
28,607 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,738 |
2,259 |
0 |
3,997 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
1,004 |
1,907 |
0 |
2,911 |
| Total Income |
2,742 |
4,166 |
0 |
6,908 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
589 |
589 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
276 |
0 |
276 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
400 |
650 |
1,200 |
2,250 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
334 |
334 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
200 |
350 |
0 |
550 |
| Total Monthly Income less Expenditure |
2,142 |
2,890 |
-2,123 |
2,909 |
| Total Expenditure |
600 |
1,276 |
2,123 |
3,999 |