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 |
600,000 |
0 |
0 |
600,000 |
| Car |
15,000 |
20,000 |
0 |
35,000 |
| Savings (e.g. bank a/c, building society) |
0 |
30,000 |
0 |
30,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
60,000 |
60,000 |
0 |
120,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
250,000 |
0 |
250,000 |
| Total Assets |
675,000 |
360,000 |
0 |
1,035,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
298,500 |
0 |
0 |
298,500 |
| Mortgage - Investment Property |
0 |
85,000 |
0 |
85,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
5,807 |
15,000 |
0 |
20,807 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
7,100 |
0 |
0 |
7,100 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
363,593 |
260,000 |
0 |
623,593 |
| Total Liabilities |
311,407 |
100,000 |
0 |
411,407 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,500 |
2,500 |
0 |
5,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
2,500 |
2,500 |
0 |
5,000 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
619 |
0 |
0 |
619 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
450 |
0 |
450 |
| Personal loans (Secured) |
0 |
318 |
0 |
318 |
| Personal loans (unsecured) |
533 |
0 |
0 |
533 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
300 |
0 |
0 |
300 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
450 |
0 |
0 |
450 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
250 |
150 |
0 |
400 |
| Total Monthly Income less Expenditure |
348 |
1,582 |
0 |
1,930 |
| Total Expenditure |
2,152 |
918 |
0 |
3,070 |