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 |
495,000 |
0 |
495,000 |
| Car |
10,000 |
11,000 |
0 |
21,000 |
| Savings (e.g. bank a/c, building society) |
244,158 |
60,000 |
0 |
304,158 |
| Investments (e.g. ISA/unit trust/shares etc) |
306,250 |
60,000 |
0 |
366,250 |
| Other Assets |
7,000 |
0 |
0 |
7,000 |
| Investment Property |
997,500 |
0 |
0 |
997,500 |
| Total Assets |
1,564,908 |
626,000 |
0 |
2,190,908 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
21,000 |
0 |
21,000 |
| Mortgage - Investment Property |
192,231 |
0 |
0 |
192,231 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
500 |
250 |
0 |
750 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
1,500 |
1,500 |
| Total Assets less Liabilities |
1,372,177 |
604,750 |
-1,500 |
1,975,427 |
| Total Liabilities |
192,731 |
21,250 |
1,500 |
215,481 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
885 |
3,038 |
0 |
3,923 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
2,667 |
0 |
0 |
2,667 |
| Total Income |
3,552 |
3,038 |
0 |
6,590 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
260 |
0 |
260 |
| 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 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
500 |
250 |
0 |
750 |
| HMRC payments (unpaid only) |
0 |
0 |
100 |
100 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
400 |
400 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,500 |
1,500 |
| Total Monthly Income less Expenditure |
3,052 |
2,528 |
-2,000 |
3,580 |
| Total Expenditure |
500 |
510 |
2,000 |
3,010 |