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 |
400,000 |
400,000 |
| Car |
35,000 |
12,000 |
0 |
47,000 |
| 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 |
0 |
0 |
| Investment Property |
75,000 |
285,000 |
1,652,000 |
2,012,000 |
| Total Assets |
110,000 |
297,000 |
2,052,000 |
2,459,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
278,500 |
278,500 |
| Mortgage - Investment Property |
0 |
170,000 |
415,465 |
585,465 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
25,000 |
15,000 |
0 |
40,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
23,000 |
0 |
0 |
23,000 |
| Credit card balance |
11,000 |
4,500 |
0 |
15,500 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
51,000 |
107,500 |
1,358,035 |
1,516,535 |
| Total Liabilities |
59,000 |
189,500 |
693,965 |
942,465 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,500 |
1,000 |
4,000 |
7,500 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
2,500 |
1,000 |
4,000 |
7,500 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
2,400 |
2,400 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
300 |
300 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
645 |
314 |
0 |
959 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
625 |
0 |
0 |
625 |
| Credit card payments |
300 |
200 |
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 |
450 |
450 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
700 |
700 |
| Total Monthly Income less Expenditure |
930 |
486 |
150 |
1,566 |
| Total Expenditure |
1,570 |
514 |
3,850 |
5,934 |