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 |
282,500 |
282,500 |
| Car |
12,000 |
6,000 |
0 |
18,000 |
| Savings (e.g. bank a/c, building society) |
10,800 |
0 |
12,435 |
23,235 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
150,000 |
0 |
0 |
150,000 |
| Total Assets |
172,800 |
6,000 |
294,935 |
473,735 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
148,456 |
148,456 |
| Mortgage - Investment Property |
51,963 |
0 |
0 |
51,963 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
2,500 |
2,167 |
4,667 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
30 |
0 |
0 |
30 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
120,807 |
3,500 |
144,312 |
268,619 |
| Total Liabilities |
51,993 |
2,500 |
150,623 |
205,116 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,115 |
3,007 |
0 |
6,122 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
650 |
0 |
0 |
650 |
| Total Income |
3,765 |
3,007 |
0 |
6,772 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
682 |
682 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
385 |
0 |
0 |
385 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
227 |
108 |
335 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
10 |
0 |
0 |
10 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
500 |
500 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
272 |
358 |
1,000 |
1,630 |
| Total Monthly Income less Expenditure |
3,098 |
2,422 |
-2,290 |
3,230 |
| Total Expenditure |
667 |
585 |
2,290 |
3,542 |