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 |
950,000 |
950,000 |
| Car |
13,000 |
0 |
60,000 |
73,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
0 |
0 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
500,000 |
0 |
500,000 |
| Investment Property |
1,570,000 |
0 |
0 |
1,570,000 |
| Total Assets |
1,583,000 |
500,000 |
1,010,000 |
3,093,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
708,000 |
708,000 |
| Mortgage - Investment Property |
0 |
0 |
1,005,000 |
1,005,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
35,007 |
35,007 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
7,000 |
0 |
4,000 |
11,000 |
| Hire purchase balance |
0 |
0 |
39,000 |
39,000 |
| Credit card balance |
0 |
0 |
42,422 |
42,422 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
1,576,000 |
500,000 |
-823,429 |
1,252,571 |
| Total Liabilities |
7,000 |
0 |
1,833,429 |
1,840,429 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
0 |
0 |
12,000 |
12,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
0 |
0 |
12,000 |
12,000 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,555 |
1,555 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
372 |
0 |
1,260 |
1,632 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
959 |
0 |
0 |
959 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
140 |
0 |
0 |
140 |
| Hire purchase repayments |
396 |
0 |
0 |
396 |
| Credit card payments |
1,005 |
0 |
0 |
1,005 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
450 |
0 |
0 |
450 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
891 |
891 |
| Total Monthly Income less Expenditure |
-3,322 |
0 |
8,294 |
4,972 |
| Total Expenditure |
3,322 |
0 |
3,706 |
7,028 |