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 |
1,250,000 |
1,250,000 |
| Car |
200,000 |
20,000 |
0 |
220,000 |
| Savings (e.g. bank a/c, building society) |
40,000 |
0 |
0 |
40,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
45,000 |
0 |
0 |
45,000 |
| Other Assets |
0 |
0 |
25,000 |
25,000 |
| Investment Property |
0 |
0 |
1,225,000 |
1,225,000 |
| Total Assets |
285,000 |
20,000 |
2,500,000 |
2,805,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
98,000 |
98,000 |
| Mortgage - Investment Property |
0 |
0 |
290,000 |
290,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
16,000 |
0 |
16,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
2,400 |
2,400 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
8,300 |
2,000 |
0 |
10,300 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
276,700 |
2,000 |
2,109,600 |
2,388,300 |
| Total Liabilities |
8,300 |
18,000 |
390,400 |
416,700 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,500 |
1,500 |
0 |
3,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
8,958 |
8,958 |
| Total Income |
1,500 |
1,500 |
8,958 |
11,958 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,200 |
1,200 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
2,400 |
2,400 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
319 |
0 |
319 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
2,400 |
2,400 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
80 |
40 |
0 |
120 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
488 |
488 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,000 |
1,000 |
| Total Monthly Income less Expenditure |
1,420 |
1,141 |
1,470 |
4,031 |
| Total Expenditure |
80 |
359 |
7,488 |
7,927 |