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 |
750,000 |
0 |
0 |
750,000 |
| Car |
30,000 |
0 |
0 |
30,000 |
| Savings (e.g. bank a/c, building society) |
20,000 |
0 |
0 |
20,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
160,000 |
0 |
0 |
160,000 |
| Other Assets |
0 |
0 |
675,000 |
675,000 |
| Investment Property |
1,225,000 |
0 |
0 |
1,225,000 |
| Total Assets |
2,185,000 |
0 |
675,000 |
2,860,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
286,025 |
0 |
0 |
286,025 |
| Mortgage - Investment Property |
435,187 |
0 |
0 |
435,187 |
| Personal loans (Secured) |
57 |
0 |
0 |
57 |
| 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 |
850 |
0 |
0 |
850 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
262 |
0 |
295,563 |
295,825 |
| Total Assets less Liabilities |
1,462,619 |
0 |
379,437 |
1,842,056 |
| Total Liabilities |
722,381 |
0 |
295,563 |
1,017,944 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,500 |
0 |
0 |
2,500 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
5,800 |
0 |
1,289 |
7,089 |
| Total Income |
8,300 |
0 |
1,289 |
9,589 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
486 |
0 |
0 |
486 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
1,226 |
0 |
0 |
1,226 |
| Personal loans (Secured) |
21 |
0 |
0 |
21 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
50 |
0 |
0 |
50 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
100 |
0 |
0 |
100 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
500 |
0 |
0 |
500 |
| Utilities (Gas/water/Elec/phone/internet) |
250 |
0 |
0 |
250 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
150 |
0 |
0 |
150 |
| Total Monthly Income less Expenditure |
5,517 |
0 |
1,289 |
6,806 |
| Total Expenditure |
2,783 |
0 |
0 |
2,783 |