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 |
350,000 |
0 |
1,500,000 |
1,850,000 |
| Car |
59,000 |
18,000 |
0 |
77,000 |
| Savings (e.g. bank a/c, building society) |
0 |
50,340 |
0 |
50,340 |
| Investments (e.g. ISA/unit trust/shares etc) |
2,500 |
5,000 |
0 |
7,500 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
960,000 |
960,000 |
| Total Assets |
411,500 |
73,340 |
2,460,000 |
2,944,840 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
356,213 |
356,213 |
| Mortgage - Investment Property |
0 |
0 |
613,309 |
613,309 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
9,190 |
0 |
9,190 |
| 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 |
1,508 |
1,508 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
411,500 |
64,150 |
1,488,970 |
1,964,620 |
| Total Liabilities |
0 |
9,190 |
971,030 |
980,220 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,752 |
1,752 |
7,500 |
11,004 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
1,752 |
1,752 |
7,500 |
11,004 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
2,310 |
2,310 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
2,189 |
2,189 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
823 |
0 |
823 |
| 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 |
500 |
500 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
1,319 |
1,319 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,000 |
1,000 |
| Total Monthly Income less Expenditure |
1,752 |
929 |
182 |
2,863 |
| Total Expenditure |
0 |
823 |
7,318 |
8,141 |