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 |
320,000 |
320,000 |
| Car |
9,500 |
0 |
0 |
9,500 |
| Savings (e.g. bank a/c, building society) |
6,000 |
0 |
0 |
6,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
7,500 |
0 |
0 |
7,500 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
160,000 |
160,000 |
| Total Assets |
23,000 |
0 |
480,000 |
503,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
166,471 |
166,471 |
| Mortgage - Investment Property |
0 |
0 |
100,000 |
100,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
3,914 |
0 |
0 |
3,914 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
3,875 |
0 |
0 |
3,875 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
15,211 |
0 |
213,529 |
228,740 |
| Total Liabilities |
7,789 |
0 |
266,471 |
274,260 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
55,755 |
18,000 |
0 |
73,755 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
11,100 |
11,100 |
| Total Income |
55,755 |
18,000 |
11,100 |
84,855 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
1,262 |
200 |
0 |
1,462 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
465 |
465 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
208 |
0 |
0 |
208 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
530 |
400 |
0 |
930 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
173 |
0 |
0 |
173 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
200 |
300 |
0 |
500 |
| Total Monthly Income less Expenditure |
53,382 |
17,100 |
10,635 |
81,117 |
| Total Expenditure |
2,373 |
900 |
465 |
3,738 |