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 |
1,000,000 |
1,000,000 |
| Car |
0 |
0 |
1,500 |
1,500 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
5,000 |
5,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
750,000 |
0 |
900,000 |
1,650,000 |
| Total Assets |
750,000 |
0 |
1,906,500 |
2,656,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
480,357 |
480,357 |
| Mortgage - Investment Property |
450,000 |
0 |
388,350 |
838,350 |
| 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 |
0 |
0 |
0 |
0 |
| Credit card balance |
10,403 |
0 |
0 |
10,403 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
289,597 |
0 |
1,037,793 |
1,327,390 |
| Total Liabilities |
460,403 |
0 |
868,707 |
1,329,110 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
0 |
4,200 |
0 |
4,200 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
4,000 |
0 |
2,400 |
6,400 |
| Total Income |
4,000 |
4,200 |
2,400 |
10,600 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
3,527 |
3,527 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
1,362 |
0 |
1,148 |
2,510 |
| 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 |
0 |
0 |
0 |
0 |
| Credit card payments |
150 |
0 |
0 |
150 |
| 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) |
200 |
0 |
0 |
200 |
| Total Monthly Income less Expenditure |
1,788 |
4,200 |
-2,275 |
3,713 |
| Total Expenditure |
2,212 |
0 |
4,675 |
6,887 |