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 |
1,100,000 |
1,100,000 |
| Car |
0 |
0 |
67,000 |
67,000 |
| Savings (e.g. bank a/c, building society) |
40,000 |
15,000 |
0 |
55,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
18,000 |
150,000 |
0 |
168,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
200,000 |
0 |
0 |
200,000 |
| Total Assets |
258,000 |
165,000 |
1,167,000 |
1,590,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
554,978 |
554,978 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
17,100 |
0 |
17,100 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
48,000 |
0 |
48,000 |
| Credit card balance |
314 |
6,000 |
0 |
6,314 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
257,686 |
93,900 |
612,022 |
963,608 |
| Total Liabilities |
314 |
71,100 |
554,978 |
626,392 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
0 |
6,850 |
0 |
6,850 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
1,030 |
0 |
0 |
1,030 |
| Total Income |
1,030 |
6,850 |
0 |
7,880 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
2,204 |
2,204 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
323 |
0 |
0 |
323 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
258 |
0 |
258 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
671 |
0 |
671 |
| Credit card payments |
200 |
250 |
0 |
450 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
561 |
0 |
561 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,767 |
1,767 |
| Total Monthly Income less Expenditure |
507 |
5,110 |
-3,971 |
1,646 |
| Total Expenditure |
523 |
1,740 |
3,971 |
6,234 |