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 |
550,000 |
550,000 |
| Car |
34,000 |
0 |
0 |
34,000 |
| Savings (e.g. bank a/c, building society) |
7,000 |
0 |
0 |
7,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
990,000 |
990,000 |
| Total Assets |
41,000 |
0 |
1,540,000 |
1,581,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
231,365 |
231,365 |
| Mortgage - Investment Property |
0 |
0 |
612,776 |
612,776 |
| Personal loans (Secured) |
10,978 |
0 |
0 |
10,978 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
19,148 |
0 |
0 |
19,148 |
| Credit card balance |
3,162 |
0 |
0 |
3,162 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
7,712 |
0 |
695,859 |
703,571 |
| Total Liabilities |
33,288 |
0 |
844,141 |
877,429 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
0 |
0 |
0 |
0 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
4,500 |
8,000 |
0 |
12,500 |
| Total Income |
4,500 |
8,000 |
0 |
12,500 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,988 |
1,988 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
1,699 |
1,699 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
542 |
0 |
0 |
542 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
398 |
0 |
0 |
398 |
| Credit card payments |
150 |
0 |
0 |
150 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
625 |
625 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
450 |
450 |
| Total Monthly Income less Expenditure |
3,410 |
8,000 |
-4,762 |
6,648 |
| Total Expenditure |
1,090 |
0 |
4,762 |
5,852 |