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 |
3,500,000 |
3,500,000 |
| Car |
0 |
0 |
27,000 |
27,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
0 |
0 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
250,000 |
250,000 |
| Investment Property |
0 |
300,000 |
950,000 |
1,250,000 |
| Total Assets |
0 |
300,000 |
4,727,000 |
5,027,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
1,802,000 |
1,802,000 |
| Mortgage - Investment Property |
0 |
265,000 |
825,000 |
1,090,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
21,000 |
25,000 |
0 |
46,000 |
| 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 |
-21,000 |
10,000 |
2,100,000 |
2,089,000 |
| Total Liabilities |
21,000 |
290,000 |
2,627,000 |
2,938,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,858 |
4,000 |
0 |
7,858 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
3,850 |
3,850 |
| Total Income |
3,858 |
4,000 |
3,850 |
11,708 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
2,990 |
2,990 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
385 |
2,113 |
2,498 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
749 |
712 |
0 |
1,461 |
| 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 |
380 |
380 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,000 |
1,000 |
| Total Monthly Income less Expenditure |
3,109 |
2,903 |
-2,633 |
3,379 |
| Total Expenditure |
749 |
1,097 |
6,483 |
8,329 |