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 |
1,200,000 |
1,200,000 |
| Car |
10,000 |
0 |
0 |
10,000 |
| Savings (e.g. bank a/c, building society) |
0 |
10,000 |
0 |
10,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
20,000 |
0 |
0 |
20,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
30,000 |
10,000 |
1,200,000 |
1,240,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
769,272 |
769,272 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
5,846 |
0 |
0 |
5,846 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
961 |
0 |
0 |
961 |
| Hire purchase balance |
29,705 |
0 |
0 |
29,705 |
| Credit card balance |
9,858 |
0 |
0 |
9,858 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-16,370 |
10,000 |
430,728 |
424,358 |
| Total Liabilities |
46,370 |
0 |
769,272 |
815,642 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
6,900 |
8,200 |
0 |
15,100 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
6,900 |
8,200 |
0 |
15,100 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
2,572 |
2,572 |
| 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) |
160 |
0 |
0 |
160 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
15 |
0 |
0 |
15 |
| Hire purchase repayments |
734 |
0 |
0 |
734 |
| Credit card payments |
250 |
0 |
0 |
250 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
313 |
0 |
0 |
313 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,900 |
1,900 |
| Total Monthly Income less Expenditure |
5,428 |
8,200 |
-4,472 |
9,156 |
| Total Expenditure |
1,472 |
0 |
4,472 |
5,944 |