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 |
2,000,000 |
2,000,000 |
| Car |
35,000 |
15,000 |
0 |
50,000 |
| Savings (e.g. bank a/c, building society) |
7,000 |
2,000 |
0 |
9,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
8,000 |
1,000 |
0 |
9,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
1,350,000 |
0 |
1,100,000 |
2,450,000 |
| Total Assets |
1,400,000 |
18,000 |
3,100,000 |
4,518,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
491,000 |
491,000 |
| Mortgage - Investment Property |
260,564 |
0 |
206,000 |
466,564 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
2,000 |
0 |
0 |
2,000 |
| 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 |
1,137,436 |
18,000 |
2,403,000 |
3,558,436 |
| Total Liabilities |
262,564 |
0 |
697,000 |
959,564 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
200 |
1,000 |
0 |
1,200 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
5,000 |
1,000 |
0 |
6,000 |
| Total Income |
5,200 |
2,000 |
0 |
7,200 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
725 |
725 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
700 |
0 |
540 |
1,240 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
100 |
0 |
0 |
100 |
| 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 |
460 |
460 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,600 |
1,600 |
| Total Monthly Income less Expenditure |
4,400 |
2,000 |
-3,325 |
3,075 |
| Total Expenditure |
800 |
0 |
3,325 |
4,125 |