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 |
725,000 |
725,000 |
| Car |
5,000 |
15,000 |
0 |
20,000 |
| Savings (e.g. bank a/c, building society) |
5,000 |
5,000 |
0 |
10,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
75,000 |
229,000 |
0 |
304,000 |
| Other Assets |
75,000 |
107,500 |
20,000 |
202,500 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
160,000 |
356,500 |
745,000 |
1,261,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
310,000 |
310,000 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
900 |
0 |
2,000 |
2,900 |
| Unpaid income tax |
0 |
40,000 |
0 |
40,000 |
| Other liabilities |
12 |
0 |
0 |
12 |
| Total Assets less Liabilities |
159,088 |
316,500 |
433,000 |
908,588 |
| Total Liabilities |
912 |
40,000 |
312,000 |
352,912 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,850 |
0 |
0 |
1,850 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
1,850 |
0 |
0 |
1,850 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
2,200 |
2,200 |
| 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) |
210 |
0 |
0 |
210 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
900 |
0 |
1,800 |
2,700 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
283 |
283 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
12 |
0 |
400 |
412 |
| Total Monthly Income less Expenditure |
728 |
0 |
-4,683 |
-3,955 |
| Total Expenditure |
1,122 |
0 |
4,683 |
5,805 |