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 |
1,100,000 |
1,100,000 |
| Car |
0 |
40,000 |
0 |
40,000 |
| Savings (e.g. bank a/c, building society) |
8,500 |
0 |
0 |
8,500 |
| Investments (e.g. ISA/unit trust/shares etc) |
50,000 |
0 |
0 |
50,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
920,000 |
0 |
0 |
920,000 |
| Total Assets |
978,500 |
40,000 |
1,100,000 |
2,118,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
493,000 |
493,000 |
| Mortgage - Investment Property |
577,000 |
0 |
0 |
577,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
45,000 |
0 |
0 |
45,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
17,000 |
0 |
0 |
17,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
339,500 |
40,000 |
607,000 |
986,500 |
| Total Liabilities |
639,000 |
0 |
493,000 |
1,132,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
7,500 |
2,000 |
0 |
9,500 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
3,658 |
0 |
0 |
3,658 |
| Total Income |
11,158 |
2,000 |
0 |
13,158 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
2,159 |
2,159 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
1,395 |
0 |
0 |
1,395 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
1,049 |
0 |
0 |
1,049 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
575 |
0 |
0 |
575 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
210 |
210 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
300 |
0 |
0 |
300 |
| Total Monthly Income less Expenditure |
7,839 |
2,000 |
-2,369 |
7,470 |
| Total Expenditure |
3,319 |
0 |
2,369 |
5,688 |