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 |
700,000 |
700,000 |
| Car |
85,000 |
0 |
0 |
85,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
432,000 |
432,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
530,000 |
1,580,000 |
2,110,000 |
| Total Assets |
85,000 |
530,000 |
2,712,000 |
3,327,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
271,393 |
271,393 |
| Mortgage - Investment Property |
0 |
260,000 |
810,000 |
1,070,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
14,000 |
0 |
14,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
108,967 |
0 |
0 |
108,967 |
| Credit card balance |
1,499 |
0 |
0 |
1,499 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-25,466 |
256,000 |
1,630,607 |
1,861,141 |
| Total Liabilities |
110,466 |
274,000 |
1,081,393 |
1,465,859 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,011 |
0 |
0 |
1,011 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
6,107 |
4,157 |
10,264 |
| Total Income |
1,011 |
6,107 |
4,157 |
11,275 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,016 |
1,016 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
956 |
2,344 |
3,300 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
443 |
0 |
443 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
1,310 |
0 |
0 |
1,310 |
| Credit card payments |
83 |
0 |
0 |
83 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
1,000 |
1,000 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
600 |
600 |
| Total Monthly Income less Expenditure |
-382 |
4,708 |
-803 |
3,523 |
| Total Expenditure |
1,393 |
1,399 |
4,960 |
7,752 |