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 |
500,000 |
500,000 |
| Car |
25,000 |
0 |
0 |
25,000 |
| Savings (e.g. bank a/c, building society) |
23,400 |
0 |
0 |
23,400 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
200,000 |
200,000 |
| Total Assets |
48,400 |
0 |
700,000 |
748,400 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
290,000 |
290,000 |
| Mortgage - Investment Property |
0 |
0 |
124,707 |
124,707 |
| 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 |
23,193 |
0 |
0 |
23,193 |
| Credit card balance |
600 |
0 |
0 |
600 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
24,607 |
0 |
285,293 |
309,900 |
| Total Liabilities |
23,793 |
0 |
414,707 |
438,500 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,500 |
3,700 |
0 |
6,200 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
750 |
750 |
| Total Income |
2,500 |
3,700 |
750 |
6,950 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,454 |
1,454 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
280 |
280 |
| 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 |
412 |
0 |
0 |
412 |
| Credit card payments |
50 |
0 |
0 |
50 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
647 |
647 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,500 |
1,500 |
| Total Monthly Income less Expenditure |
2,038 |
3,700 |
-3,131 |
2,607 |
| Total Expenditure |
462 |
0 |
3,881 |
4,343 |