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 |
160,000 |
400,000 |
0 |
560,000 |
| Car |
20,000 |
15,000 |
0 |
35,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
0 |
0 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
180,000 |
415,000 |
0 |
595,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
85,000 |
200,000 |
0 |
285,000 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| 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 |
1,000 |
0 |
0 |
1,000 |
| Hire purchase balance |
16,000 |
0 |
18,000 |
34,000 |
| Credit card balance |
9,000 |
0 |
0 |
9,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
56,000 |
215,000 |
-18,000 |
253,000 |
| Total Liabilities |
124,000 |
200,000 |
18,000 |
342,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
60,000 |
40,000 |
0 |
100,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
60,000 |
40,000 |
0 |
100,000 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
450 |
700 |
0 |
1,150 |
| 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) |
360 |
0 |
0 |
360 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
40 |
0 |
0 |
40 |
| Hire purchase repayments |
280 |
0 |
280 |
560 |
| Credit card payments |
250 |
0 |
0 |
250 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
250 |
250 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
400 |
400 |
| Total Monthly Income less Expenditure |
58,620 |
39,300 |
-930 |
96,990 |
| Total Expenditure |
1,380 |
700 |
930 |
3,010 |