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 |
550,000 |
550,000 |
| Car |
0 |
0 |
0 |
0 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
20,000 |
20,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
50,000 |
50,000 |
0 |
100,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
135,000 |
135,000 |
| Total Assets |
50,000 |
50,000 |
705,000 |
805,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
390,000 |
390,000 |
| Mortgage - Investment Property |
0 |
0 |
100,300 |
100,300 |
| 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 |
12,364 |
0 |
0 |
12,364 |
| Credit card balance |
0 |
0 |
0 |
0 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
37,636 |
50,000 |
214,700 |
302,336 |
| Total Liabilities |
12,364 |
0 |
490,300 |
502,664 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
120,000 |
0 |
0 |
120,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
7,500 |
7,500 |
| Total Income |
120,000 |
0 |
7,500 |
127,500 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,547 |
1,547 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
287 |
287 |
| 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 |
867 |
0 |
0 |
867 |
| Credit card payments |
0 |
0 |
0 |
0 |
| 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) |
400 |
0 |
600 |
1,000 |
| Total Monthly Income less Expenditure |
118,733 |
0 |
4,806 |
123,539 |
| Total Expenditure |
1,267 |
0 |
2,694 |
3,961 |