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 |
625,000 |
625,000 |
| Car |
10,000 |
30,000 |
0 |
40,000 |
| Savings (e.g. bank a/c, building society) |
30,000 |
40,000 |
34,000 |
104,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
40,000 |
0 |
0 |
40,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
327,500 |
0 |
350,000 |
677,500 |
| Total Assets |
407,500 |
70,000 |
1,009,000 |
1,486,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
69,365 |
69,365 |
| Mortgage - Investment Property |
344,891 |
0 |
344,891 |
689,782 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
961 |
3,043 |
0 |
4,004 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
20,000 |
0 |
20,000 |
| Credit card balance |
3,139 |
0 |
0 |
3,139 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
247 |
0 |
0 |
247 |
| Total Assets less Liabilities |
58,262 |
46,957 |
594,744 |
699,963 |
| Total Liabilities |
349,238 |
23,043 |
414,256 |
786,537 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,547 |
4,800 |
0 |
7,347 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
750 |
0 |
0 |
750 |
| Total Income |
3,297 |
4,800 |
0 |
8,097 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,100 |
1,100 |
| 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 |
179 |
0 |
179 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
396 |
0 |
396 |
| Credit card payments |
0 |
0 |
0 |
0 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
475 |
475 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,000 |
1,000 |
| Total Monthly Income less Expenditure |
3,297 |
4,225 |
-2,575 |
4,947 |
| Total Expenditure |
0 |
575 |
2,575 |
3,150 |