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 |
280,000 |
75,000 |
0 |
355,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
250,000 |
250,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
30,000 |
30,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
1,480,000 |
0 |
0 |
1,480,000 |
| Total Assets |
1,760,000 |
75,000 |
1,780,000 |
3,615,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
170,000 |
170,000 |
| Mortgage - Investment Property |
510,000 |
0 |
0 |
510,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
60,000 |
0 |
0 |
60,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
230,000 |
65,000 |
0 |
295,000 |
| Credit card balance |
0 |
0 |
0 |
0 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
960,000 |
10,000 |
1,610,000 |
2,580,000 |
| Total Liabilities |
800,000 |
65,000 |
170,000 |
1,035,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,700 |
3,200 |
0 |
6,900 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
2,500 |
1,600 |
0 |
4,100 |
| Total Income |
6,200 |
4,800 |
0 |
11,000 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,550 |
1,550 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
900 |
0 |
0 |
900 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
3,200 |
0 |
0 |
3,200 |
| Credit card payments |
400 |
0 |
0 |
400 |
| 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) |
0 |
0 |
800 |
800 |
| Total Monthly Income less Expenditure |
1,700 |
4,800 |
-2,850 |
3,650 |
| Total Expenditure |
4,500 |
0 |
2,850 |
7,350 |