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 |
600,000 |
600,000 |
| Car |
0 |
0 |
40,000 |
40,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
100,000 |
100,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
350,000 |
750,000 |
0 |
1,100,000 |
| Total Assets |
350,000 |
750,000 |
740,000 |
1,840,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
300,000 |
300,000 |
| Mortgage - Investment Property |
200,000 |
300,000 |
0 |
500,000 |
| 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 |
0 |
0 |
0 |
0 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
150,000 |
450,000 |
440,000 |
1,040,000 |
| Total Liabilities |
200,000 |
300,000 |
300,000 |
800,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,100 |
3,100 |
0 |
6,200 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
1,850 |
3,850 |
0 |
5,700 |
| Total Income |
4,950 |
6,950 |
0 |
11,900 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,400 |
1,400 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
957 |
1,600 |
0 |
2,557 |
| 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 |
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 |
350 |
350 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
700 |
700 |
| Total Monthly Income less Expenditure |
3,993 |
5,350 |
-2,450 |
6,893 |
| Total Expenditure |
957 |
1,600 |
2,450 |
5,007 |