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 |
2,300,000 |
2,300,000 |
| Car |
0 |
0 |
0 |
0 |
| Savings (e.g. bank a/c, building society) |
160,000 |
120,000 |
0 |
280,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
57,000 |
15,000 |
0 |
72,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
2,100,000 |
2,100,000 |
| Total Assets |
217,000 |
135,000 |
4,400,000 |
4,752,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
982,000 |
982,000 |
| Mortgage - Investment Property |
0 |
0 |
1,200,000 |
1,200,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
8,300 |
0 |
0 |
8,300 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
0 |
0 |
0 |
0 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
208,700 |
135,000 |
2,218,000 |
2,561,700 |
| Total Liabilities |
8,300 |
0 |
2,182,000 |
2,190,300 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
150,000 |
90,000 |
0 |
240,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
4,800 |
4,800 |
| Total Income |
150,000 |
90,000 |
4,800 |
244,800 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
4,850 |
4,850 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
2,700 |
2,700 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
612 |
0 |
0 |
612 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| 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) |
500 |
0 |
0 |
500 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
1,200 |
0 |
0 |
1,200 |
| Total Monthly Income less Expenditure |
147,688 |
90,000 |
-2,750 |
234,938 |
| Total Expenditure |
2,312 |
0 |
7,550 |
9,862 |