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 |
730,000 |
730,000 |
| Car |
125,000 |
60,000 |
0 |
185,000 |
| Savings (e.g. bank a/c, building society) |
432,000 |
0 |
0 |
432,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
260,000 |
0 |
0 |
260,000 |
| Investment Property |
23,000,000 |
0 |
0 |
23,000,000 |
| Total Assets |
23,817,000 |
60,000 |
730,000 |
24,607,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
297,010 |
297,010 |
| Mortgage - Investment Property |
1,368,788 |
0 |
0 |
1,368,788 |
| 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 |
80,109 |
0 |
0 |
80,109 |
| Credit card balance |
2,025 |
0 |
0 |
2,025 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
22,366,078 |
60,000 |
432,990 |
22,859,068 |
| Total Liabilities |
1,450,922 |
0 |
297,010 |
1,747,932 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,047 |
1,255 |
0 |
2,302 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
10,845 |
0 |
0 |
10,845 |
| Total Income |
11,892 |
1,255 |
0 |
13,147 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
1,767 |
0 |
0 |
1,767 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
3,738 |
0 |
0 |
3,738 |
| 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 |
1,313 |
0 |
0 |
1,313 |
| Credit card payments |
56 |
0 |
0 |
56 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
500 |
0 |
0 |
500 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
1,000 |
0 |
0 |
1,000 |
| Total Monthly Income less Expenditure |
3,518 |
1,255 |
0 |
4,773 |
| Total Expenditure |
8,374 |
0 |
0 |
8,374 |