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 |
1,500,000 |
1,500,000 |
| Car |
0 |
0 |
0 |
0 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
40,000 |
40,000 |
| 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 |
1,300,000 |
1,300,000 |
| Total Assets |
50,000 |
50,000 |
2,840,000 |
2,940,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
565,060 |
565,060 |
| Mortgage - Investment Property |
0 |
0 |
729,599 |
729,599 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
13,084 |
0 |
0 |
13,084 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
26,280 |
18,126 |
0 |
44,406 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
10,636 |
31,874 |
1,545,341 |
1,587,851 |
| Total Liabilities |
39,364 |
18,126 |
1,294,659 |
1,352,149 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,000 |
15,000 |
0 |
18,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
3,350 |
3,350 |
| Total Income |
3,000 |
15,000 |
3,350 |
21,350 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
1,482 |
2,964 |
4,446 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
1,279 |
1,279 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
400 |
400 |
| 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 |
400 |
400 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
200 |
200 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,000 |
1,000 |
| Total Monthly Income less Expenditure |
3,000 |
13,518 |
-2,893 |
13,625 |
| Total Expenditure |
0 |
1,482 |
6,243 |
7,725 |