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 |
250,000 |
0 |
0 |
250,000 |
| Car |
20,000 |
28,000 |
0 |
48,000 |
| Savings (e.g. bank a/c, building society) |
150,000 |
80,000 |
0 |
230,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
460,000 |
1,354,000 |
1 |
1,814,001 |
| Total Assets |
880,000 |
1,462,000 |
1 |
2,342,001 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
191,956 |
0 |
0 |
191,956 |
| Mortgage - Investment Property |
286,314 |
835,618 |
1 |
1,121,933 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
5,627 |
0 |
0 |
5,627 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
2,500 |
0 |
0 |
2,500 |
| Hire purchase balance |
20,665 |
0 |
0 |
20,665 |
| Credit card balance |
400 |
2,891 |
0 |
3,291 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
372,538 |
623,491 |
0 |
996,029 |
| Total Liabilities |
507,462 |
838,509 |
1 |
1,345,972 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
5,575 |
2,500 |
0 |
8,075 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
1,915 |
0 |
1,915 |
| Total Income |
5,575 |
4,415 |
0 |
9,990 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
723 |
0 |
0 |
723 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
427 |
1,278 |
0 |
1,705 |
| 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 |
394 |
0 |
0 |
394 |
| Credit card payments |
100 |
200 |
0 |
300 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
100 |
150 |
0 |
250 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
300 |
450 |
0 |
750 |
| Total Monthly Income less Expenditure |
3,530 |
2,337 |
0 |
5,867 |
| Total Expenditure |
2,045 |
2,078 |
0 |
4,123 |