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 |
1,600,000 |
1,600,000 |
| Car |
20,000 |
26,000 |
0 |
46,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
250,000 |
250,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
400,000 |
400,000 |
| Total Assets |
20,000 |
26,000 |
2,250,000 |
2,296,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
511,842 |
511,842 |
| Mortgage - Investment Property |
0 |
0 |
231,513 |
231,513 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
14,724 |
0 |
0 |
14,724 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
9,346 |
0 |
0 |
9,346 |
| Credit card balance |
26,599 |
0 |
0 |
26,599 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-30,669 |
26,000 |
1,506,645 |
1,501,976 |
| Total Liabilities |
50,669 |
0 |
743,355 |
794,024 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
8,000 |
3,000 |
0 |
11,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
1,840 |
1,450 |
3,290 |
| Total Income |
8,000 |
4,840 |
1,450 |
14,290 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,921 |
1,921 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
646 |
646 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
728 |
0 |
0 |
728 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
277 |
0 |
0 |
277 |
| Credit card payments |
500 |
0 |
0 |
500 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
0 |
0 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
0 |
0 |
| Total Monthly Income less Expenditure |
6,495 |
4,840 |
-1,117 |
10,218 |
| Total Expenditure |
1,505 |
0 |
2,567 |
4,072 |