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 |
140,000 |
900,000 |
1,040,000 |
| Car |
16,000 |
0 |
0 |
16,000 |
| Savings (e.g. bank a/c, building society) |
57,000 |
80,000 |
0 |
137,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
2,200,000 |
0 |
0 |
2,200,000 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
2,273,000 |
220,000 |
900,000 |
3,393,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
315,000 |
315,000 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
3,500 |
0 |
0 |
3,500 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
9,000 |
0 |
0 |
9,000 |
| Unpaid income tax |
3,700 |
0 |
0 |
3,700 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
2,256,800 |
220,000 |
585,000 |
3,061,800 |
| Total Liabilities |
16,200 |
0 |
315,000 |
331,200 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,000 |
1,863 |
0 |
4,863 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
3,000 |
1,863 |
0 |
4,863 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
850 |
850 |
| 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) |
491 |
0 |
0 |
491 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
600 |
0 |
0 |
600 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
260 |
260 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,463 |
1,463 |
| Total Monthly Income less Expenditure |
1,909 |
1,863 |
-2,573 |
1,199 |
| Total Expenditure |
1,091 |
0 |
2,573 |
3,664 |