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 |
700,000 |
0 |
0 |
700,000 |
| Car |
0 |
0 |
72,000 |
72,000 |
| Savings (e.g. bank a/c, building society) |
88,000 |
0 |
0 |
88,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
138,000 |
0 |
0 |
138,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
1,025,000 |
1,025,000 |
| Total Assets |
926,000 |
0 |
1,097,000 |
2,023,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
140,933 |
0 |
0 |
140,933 |
| Mortgage - Investment Property |
0 |
0 |
632,794 |
632,794 |
| 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 |
59,777 |
0 |
0 |
59,777 |
| Credit card balance |
234 |
0 |
0 |
234 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
725,056 |
0 |
464,206 |
1,189,262 |
| Total Liabilities |
200,944 |
0 |
632,794 |
833,738 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
0 |
3,600 |
0 |
3,600 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
5,275 |
5,275 |
| Total Income |
0 |
3,600 |
5,275 |
8,875 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
517 |
0 |
0 |
517 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
1,854 |
1,854 |
| 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 |
878 |
0 |
0 |
878 |
| Credit card payments |
234 |
0 |
0 |
234 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
500 |
500 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
500 |
500 |
| Total Monthly Income less Expenditure |
-1,629 |
3,600 |
2,421 |
4,392 |
| Total Expenditure |
1,629 |
0 |
2,854 |
4,483 |