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 |
650,000 |
650,000 |
| Car |
0 |
25,000 |
72,000 |
97,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
0 |
0 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
500,000 |
500,000 |
| Total Assets |
0 |
25,000 |
1,222,000 |
1,247,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
401,352 |
401,352 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
17,209 |
0 |
0 |
17,209 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
11,086 |
0 |
0 |
11,086 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
2,742 |
0 |
0 |
2,742 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-31,037 |
25,000 |
820,648 |
814,611 |
| Total Liabilities |
31,037 |
0 |
401,352 |
432,389 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
4,000 |
6,500 |
0 |
10,500 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
4,000 |
6,500 |
0 |
10,500 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
2,353 |
2,353 |
| 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) |
439 |
0 |
0 |
439 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
325 |
0 |
0 |
325 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
400 |
0 |
0 |
400 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
500 |
500 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
400 |
400 |
| Total Monthly Income less Expenditure |
2,836 |
6,500 |
-3,253 |
6,083 |
| Total Expenditure |
1,164 |
0 |
3,253 |
4,417 |