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 |
600,000 |
600,000 |
| Car |
9,000 |
7,500 |
0 |
16,500 |
| Savings (e.g. bank a/c, building society) |
165 |
295 |
6,776 |
7,236 |
| Investments (e.g. ISA/unit trust/shares etc) |
2,384 |
0 |
0 |
2,384 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
11,549 |
7,795 |
606,776 |
626,120 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
300,537 |
300,537 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| 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 |
0 |
0 |
0 |
0 |
| Credit card balance |
0 |
0 |
4,444 |
4,444 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
8,430 |
16,635 |
96,000 |
121,065 |
| Total Assets less Liabilities |
3,119 |
-8,839 |
205,796 |
200,075 |
| Total Liabilities |
8,430 |
16,635 |
400,980 |
426,045 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,048 |
2,570 |
0 |
3,618 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
2,523 |
600 |
160 |
3,283 |
| Total Income |
3,570 |
3,171 |
160 |
6,901 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,455 |
1,455 |
| 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 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
0 |
0 |
425 |
425 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
370 |
370 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
3,575 |
3,575 |
| Total Monthly Income less Expenditure |
3,570 |
3,171 |
-5,665 |
1,076 |
| Total Expenditure |
0 |
0 |
5,825 |
5,825 |