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 |
15,000 |
30,000 |
0 |
45,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
200,000 |
200,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
50,000 |
50,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
1,600,000 |
125,000 |
450,000 |
2,175,000 |
| Total Assets |
1,615,000 |
155,000 |
1,250,000 |
3,020,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
100,000 |
100,000 |
| Mortgage - Investment Property |
870,000 |
120,000 |
120,000 |
1,110,000 |
| 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 |
0 |
0 |
0 |
0 |
| Credit card balance |
0 |
0 |
0 |
0 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
745,000 |
35,000 |
1,030,000 |
1,810,000 |
| Total Liabilities |
870,000 |
120,000 |
220,000 |
1,210,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
60,000 |
24,000 |
0 |
84,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
130,000 |
0 |
30,000 |
160,000 |
| Total Income |
190,000 |
24,000 |
30,000 |
244,000 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
11,000 |
11,000 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
34,000 |
10,000 |
3,000 |
47,000 |
| 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 |
0 |
0 |
0 |
0 |
| 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 |
5,000 |
5,000 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
25,000 |
25,000 |
| Total Monthly Income less Expenditure |
156,000 |
14,000 |
-14,000 |
156,000 |
| Total Expenditure |
34,000 |
10,000 |
44,000 |
88,000 |