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 |
825,000 |
825,000 |
| Car |
45,000 |
0 |
0 |
45,000 |
| Savings (e.g. bank a/c, building society) |
55,000 |
0 |
0 |
55,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
30,000 |
0 |
0 |
30,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
1,090,000 |
325,000 |
0 |
1,415,000 |
| Total Assets |
1,220,000 |
325,000 |
825,000 |
2,370,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
450,000 |
450,000 |
| Mortgage - Investment Property |
498,000 |
195,000 |
0 |
693,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
5,500 |
0 |
5,500 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
2,500 |
0 |
0 |
2,500 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
719,500 |
124,500 |
375,000 |
1,219,000 |
| Total Liabilities |
500,500 |
200,500 |
450,000 |
1,151,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,000 |
1,900 |
0 |
4,900 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
4,695 |
1,075 |
0 |
5,770 |
| Total Income |
7,695 |
2,975 |
0 |
10,670 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,298 |
1,298 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
4,181 |
452 |
0 |
4,633 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
250 |
0 |
250 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
500 |
0 |
0 |
500 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
400 |
400 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
900 |
900 |
| Total Monthly Income less Expenditure |
3,014 |
2,273 |
-2,598 |
2,689 |
| Total Expenditure |
4,681 |
702 |
2,598 |
7,981 |