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 |
750,000 |
750,000 |
| Car |
20,000 |
35,000 |
0 |
55,000 |
| Savings (e.g. bank a/c, building society) |
110,150 |
5,000 |
0 |
115,150 |
| Investments (e.g. ISA/unit trust/shares etc) |
20,333 |
20,000 |
0 |
40,333 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
370,000 |
370,000 |
| Total Assets |
150,483 |
60,000 |
1,120,000 |
1,330,483 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
403,005 |
403,005 |
| Mortgage - Investment Property |
0 |
0 |
256,499 |
256,499 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
25,402 |
0 |
0 |
25,402 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
21 |
0 |
0 |
21 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
125,060 |
60,000 |
460,496 |
645,556 |
| Total Liabilities |
25,423 |
0 |
659,504 |
684,927 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,031 |
3,500 |
0 |
5,531 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
1,500 |
1,500 |
| Total Income |
2,031 |
3,500 |
1,500 |
7,031 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,616 |
1,616 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
383 |
383 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
479 |
0 |
0 |
479 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
21 |
0 |
0 |
21 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
350 |
350 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
400 |
400 |
| Total Monthly Income less Expenditure |
1,531 |
3,500 |
-1,249 |
3,782 |
| Total Expenditure |
500 |
0 |
2,749 |
3,249 |