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 |
700,000 |
700,000 |
| Car |
40,000 |
30,000 |
0 |
70,000 |
| Savings (e.g. bank a/c, building society) |
40,000 |
0 |
0 |
40,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
11,000 |
0 |
0 |
11,000 |
| Other Assets |
3,000 |
0 |
0 |
3,000 |
| Investment Property |
1,275,000 |
0 |
0 |
1,275,000 |
| Total Assets |
1,369,000 |
30,000 |
700,000 |
2,099,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
423,160 |
423,160 |
| Mortgage - Investment Property |
779,539 |
0 |
0 |
779,539 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
8,255 |
0 |
0 |
8,255 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
34,229 |
25,000 |
0 |
59,229 |
| Credit card balance |
2,185 |
0 |
0 |
2,185 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
544,792 |
5,000 |
276,840 |
826,632 |
| Total Liabilities |
824,208 |
25,000 |
423,160 |
1,272,368 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
5,000 |
1,950 |
0 |
6,950 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
5,000 |
0 |
0 |
5,000 |
| Total Income |
10,000 |
1,950 |
0 |
11,950 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,457 |
1,457 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
1,623 |
0 |
0 |
1,623 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
295 |
0 |
0 |
295 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
367 |
354 |
0 |
721 |
| Credit card payments |
200 |
0 |
0 |
200 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
500 |
500 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
200 |
200 |
0 |
400 |
| Total Monthly Income less Expenditure |
7,315 |
1,396 |
-1,957 |
6,754 |
| Total Expenditure |
2,685 |
554 |
1,957 |
5,196 |