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 |
1,500,000 |
1,500,000 |
| Car |
49,999 |
0 |
0 |
49,999 |
| Savings (e.g. bank a/c, building society) |
20,000 |
0 |
16,000 |
36,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
20,000 |
10,000 |
0 |
30,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
450,000 |
177,500 |
627,500 |
| Total Assets |
89,999 |
460,000 |
1,693,500 |
2,243,499 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
334,692 |
334,692 |
| Mortgage - Investment Property |
0 |
213,750 |
162,000 |
375,750 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
1,388 |
0 |
0 |
1,388 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
980 |
0 |
0 |
980 |
| Total Assets less Liabilities |
87,631 |
246,250 |
1,196,808 |
1,530,689 |
| Total Liabilities |
2,368 |
213,750 |
496,692 |
712,810 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,000 |
1,500 |
0 |
4,500 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
2,100 |
1,100 |
3,200 |
| Total Income |
3,000 |
3,600 |
1,100 |
7,700 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
794 |
794 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
650 |
798 |
1,448 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
1,388 |
0 |
0 |
1,388 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
200 |
200 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
75 |
0 |
1,000 |
1,075 |
| Total Monthly Income less Expenditure |
1,537 |
2,950 |
-1,692 |
2,795 |
| Total Expenditure |
1,463 |
650 |
2,792 |
4,905 |