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 |
750,000 |
750,000 |
| Car |
11,550 |
22,850 |
0 |
34,400 |
| Savings (e.g. bank a/c, building society) |
1,401 |
1,473 |
2,834 |
5,708 |
| Investments (e.g. ISA/unit trust/shares etc) |
84,069 |
268,795 |
0 |
352,864 |
| Other Assets |
1,705 |
53,245 |
849,415 |
904,365 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
98,725 |
346,363 |
1,602,250 |
2,047,337 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
61,434 |
61,434 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
30,025 |
0 |
30,025 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
6,123 |
0 |
0 |
6,123 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
92,602 |
316,338 |
1,540,816 |
1,949,756 |
| Total Liabilities |
6,123 |
30,025 |
61,434 |
97,582 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,625 |
2,600 |
1,900 |
7,125 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
428 |
0 |
428 |
| Total Income |
2,625 |
3,028 |
1,900 |
7,553 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
957 |
957 |
| 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) |
0 |
519 |
0 |
519 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
117 |
0 |
0 |
117 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
26 |
0 |
222 |
248 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
2,640 |
2,509 |
564 |
5,712 |
| Total Monthly Income less Expenditure |
-157 |
0 |
157 |
0 |
| Total Expenditure |
2,782 |
3,028 |
1,743 |
7,553 |