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 |
650,000 |
650,000 |
| Car |
65,000 |
0 |
0 |
65,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
0 |
0 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
874,500 |
15,000 |
0 |
889,500 |
| Investment Property |
750,000 |
0 |
0 |
750,000 |
| Total Assets |
1,689,500 |
15,000 |
650,000 |
2,354,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
300,000 |
300,000 |
| Mortgage - Investment Property |
100,000 |
0 |
0 |
100,000 |
| Personal loans (Secured) |
0 |
2,800 |
0 |
2,800 |
| Personal loans (unsecured) |
62,000 |
0 |
0 |
62,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
31,000 |
0 |
0 |
31,000 |
| Credit card balance |
1,600 |
0 |
0 |
1,600 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
1,494,900 |
12,200 |
350,000 |
1,857,100 |
| Total Liabilities |
194,600 |
2,800 |
300,000 |
497,400 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
7,490 |
3,300 |
0 |
10,790 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
3,000 |
0 |
3,104 |
6,104 |
| Total Income |
10,490 |
3,300 |
3,104 |
16,894 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
2,122 |
2,122 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
2,421 |
2,421 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
2,033 |
235 |
0 |
2,268 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
729 |
0 |
0 |
729 |
| 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 |
548 |
548 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
2,169 |
2,169 |
| Total Monthly Income less Expenditure |
7,728 |
3,065 |
-4,156 |
6,637 |
| Total Expenditure |
2,762 |
235 |
7,260 |
10,257 |