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 |
625,000 |
625,000 |
| Car |
12,500 |
0 |
0 |
12,500 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
18,000 |
18,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
75,000 |
0 |
0 |
75,000 |
| Other Assets |
0 |
7,000 |
0 |
7,000 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
87,500 |
7,000 |
643,000 |
737,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
348,633 |
348,633 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
185 |
0 |
0 |
185 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
11,950 |
0 |
0 |
11,950 |
| Credit card balance |
321 |
0 |
0 |
321 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
75,044 |
7,000 |
294,367 |
376,411 |
| Total Liabilities |
12,456 |
0 |
348,633 |
361,089 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
4,583 |
1,626 |
0 |
6,209 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
300 |
300 |
| Total Income |
4,583 |
1,626 |
300 |
6,509 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,608 |
1,608 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
31 |
0 |
0 |
31 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
325 |
0 |
0 |
325 |
| Credit card payments |
46 |
0 |
0 |
46 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
411 |
411 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
2,108 |
2,108 |
| Total Monthly Income less Expenditure |
4,181 |
1,626 |
-3,827 |
1,980 |
| Total Expenditure |
402 |
0 |
4,127 |
4,529 |