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 |
1,325,000 |
1,325,000 |
| Car |
0 |
0 |
0 |
0 |
| Savings (e.g. bank a/c, building society) |
20,000 |
441,000 |
0 |
461,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
767,000 |
351,000 |
0 |
1,118,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
300,000 |
300,000 |
| Total Assets |
787,000 |
792,000 |
1,625,000 |
3,204,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
616,500 |
616,500 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| 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 |
240 |
600 |
0 |
840 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
786,760 |
791,400 |
1,008,500 |
2,586,660 |
| Total Liabilities |
240 |
600 |
616,500 |
617,340 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,300 |
0 |
0 |
3,300 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
850 |
1,500 |
0 |
2,350 |
| Total Income |
4,150 |
1,500 |
0 |
5,650 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
4,680 |
4,680 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
0 |
0 |
| 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 |
600 |
600 |
0 |
1,200 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
160 |
0 |
0 |
160 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
5,150 |
0 |
0 |
5,150 |
| Total Monthly Income less Expenditure |
-1,760 |
900 |
-4,680 |
-5,540 |
| Total Expenditure |
5,910 |
600 |
4,680 |
11,190 |