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 |
975,000 |
975,000 |
| Car |
48,000 |
0 |
0 |
48,000 |
| Savings (e.g. bank a/c, building society) |
20,000 |
0 |
0 |
20,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
1,752,000 |
0 |
753,000 |
2,505,000 |
| Total Assets |
1,820,000 |
0 |
1,728,000 |
3,548,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
179,000 |
179,000 |
| Mortgage - Investment Property |
473,000 |
0 |
479,000 |
952,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
20,000 |
0 |
0 |
20,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
3,000 |
0 |
0 |
3,000 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
1,000 |
0 |
0 |
1,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
1,323,000 |
0 |
1,070,000 |
2,393,000 |
| Total Liabilities |
497,000 |
0 |
658,000 |
1,155,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
0 |
0 |
0 |
0 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
6,245 |
0 |
4,400 |
10,645 |
| Total Income |
6,245 |
0 |
4,400 |
10,645 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,500 |
1,500 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
1,753 |
0 |
2,083 |
3,836 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
494 |
0 |
0 |
494 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
100 |
0 |
0 |
100 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
300 |
0 |
0 |
300 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
300 |
300 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
700 |
700 |
| Total Monthly Income less Expenditure |
3,598 |
0 |
-183 |
3,415 |
| Total Expenditure |
2,647 |
0 |
4,583 |
7,230 |