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 |
850,000 |
850,000 |
| Car |
20,000 |
5,000 |
0 |
25,000 |
| Savings (e.g. bank a/c, building society) |
35,000 |
60,000 |
0 |
95,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
10,130 |
12,000 |
0 |
22,130 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
500,000 |
500,000 |
| Total Assets |
65,130 |
77,000 |
1,350,000 |
1,492,130 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
380,000 |
380,000 |
| Mortgage - Investment Property |
0 |
0 |
250,000 |
250,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
7,052 |
0 |
0 |
7,052 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
65 |
0 |
0 |
65 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
58,013 |
77,000 |
720,000 |
855,013 |
| Total Liabilities |
7,117 |
0 |
630,000 |
637,117 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
5,416 |
5,483 |
0 |
10,899 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
442 |
378 |
1,350 |
2,170 |
| Total Income |
5,858 |
5,861 |
1,350 |
13,069 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,915 |
1,915 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
1,350 |
1,350 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
356 |
0 |
0 |
356 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
65 |
0 |
0 |
65 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| 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 |
800 |
800 |
| Total Monthly Income less Expenditure |
5,437 |
5,861 |
-3,115 |
8,183 |
| Total Expenditure |
421 |
0 |
4,465 |
4,886 |