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 |
450,000 |
0 |
0 |
450,000 |
| Car |
20,000 |
15,000 |
0 |
35,000 |
| Savings (e.g. bank a/c, building society) |
5,000 |
45,000 |
0 |
50,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
200,000 |
0 |
0 |
200,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
250,000 |
0 |
0 |
250,000 |
| Total Assets |
925,000 |
60,000 |
0 |
985,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
125,000 |
0 |
0 |
125,000 |
| Mortgage - Investment Property |
115,000 |
0 |
0 |
115,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
561 |
0 |
0 |
561 |
| 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 |
0 |
0 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
684,439 |
60,000 |
0 |
744,439 |
| Total Liabilities |
240,561 |
0 |
0 |
240,561 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,000 |
2,900 |
0 |
4,900 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
1,500 |
0 |
0 |
1,500 |
| Total Income |
3,500 |
2,900 |
0 |
6,400 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
225 |
0 |
0 |
225 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
280 |
0 |
0 |
280 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
33 |
0 |
0 |
33 |
| 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 |
0 |
0 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
190 |
190 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
800 |
800 |
| Total Monthly Income less Expenditure |
2,962 |
2,900 |
-990 |
4,872 |
| Total Expenditure |
538 |
0 |
990 |
1,528 |