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 |
500,000 |
0 |
0 |
500,000 |
| Car |
20,000 |
0 |
0 |
20,000 |
| Savings (e.g. bank a/c, building society) |
8,396 |
0 |
0 |
8,396 |
| Investments (e.g. ISA/unit trust/shares etc) |
41,354 |
0 |
0 |
41,354 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
250,000 |
0 |
0 |
250,000 |
| Total Assets |
819,750 |
0 |
0 |
819,750 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
1 |
0 |
0 |
1 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
5,055 |
0 |
0 |
5,055 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
239 |
0 |
17 |
256 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
1,172 |
0 |
0 |
1,172 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
813,284 |
0 |
-17 |
813,267 |
| Total Liabilities |
6,466 |
0 |
17 |
6,483 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,000 |
1,269 |
0 |
4,269 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
500 |
0 |
0 |
500 |
| Total Income |
3,500 |
1,269 |
0 |
4,769 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
0 |
0 |
| 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) |
217 |
0 |
0 |
217 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
1 |
0 |
1 |
2 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
100 |
0 |
0 |
100 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
300 |
0 |
0 |
300 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
500 |
500 |
0 |
1,000 |
| Total Monthly Income less Expenditure |
2,382 |
769 |
-1 |
3,150 |
| Total Expenditure |
1,118 |
500 |
1 |
1,619 |