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 |
675,000 |
675,000 |
| Car |
0 |
56,000 |
0 |
56,000 |
| Savings (e.g. bank a/c, building society) |
2,841 |
500 |
10,100 |
13,441 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
10,000 |
30,000 |
65,000 |
105,000 |
| Investment Property |
0 |
0 |
300,000 |
300,000 |
| Total Assets |
12,841 |
86,500 |
1,050,100 |
1,149,441 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
155,545 |
155,545 |
| Mortgage - Investment Property |
0 |
0 |
80,053 |
80,053 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
297 |
1,300 |
0 |
1,597 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
40,000 |
0 |
40,000 |
| Credit card balance |
13,375 |
0 |
0 |
13,375 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-831 |
45,200 |
814,502 |
858,871 |
| Total Liabilities |
13,672 |
41,300 |
235,598 |
290,570 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,500 |
3,200 |
0 |
6,700 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
420 |
250 |
5,707 |
6,377 |
| Total Income |
3,920 |
3,450 |
5,707 |
13,077 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,154 |
1,154 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
550 |
550 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
27 |
89 |
0 |
116 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
453 |
0 |
453 |
| Credit card payments |
1,500 |
800 |
0 |
2,300 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
1,179 |
1,179 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
482 |
482 |
| Total Monthly Income less Expenditure |
2,393 |
2,108 |
2,342 |
6,843 |
| Total Expenditure |
1,527 |
1,342 |
3,365 |
6,234 |