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 |
70,000 |
35,000 |
0 |
105,000 |
| Savings (e.g. bank a/c, building society) |
1,000 |
18,000 |
33,000 |
52,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
55,000 |
0 |
55,000 |
110,000 |
| Investment Property |
0 |
0 |
110,000 |
110,000 |
| Total Assets |
126,000 |
53,000 |
1,398,000 |
1,577,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
320,000 |
320,000 |
| Mortgage - Investment Property |
0 |
0 |
76,000 |
76,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
13,000 |
0 |
0 |
13,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
2,530 |
0 |
0 |
2,530 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
110,470 |
53,000 |
1,002,000 |
1,165,470 |
| Total Liabilities |
15,530 |
0 |
396,000 |
411,530 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,708 |
3,020 |
0 |
5,728 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
1,800 |
0 |
0 |
1,800 |
| Total Income |
4,508 |
3,020 |
0 |
7,528 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
2,750 |
2,750 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
165 |
165 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
218 |
0 |
0 |
218 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
35 |
0 |
0 |
35 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
433 |
433 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
590 |
590 |
| Total Monthly Income less Expenditure |
4,255 |
3,020 |
-3,938 |
3,337 |
| Total Expenditure |
253 |
0 |
3,938 |
4,191 |