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 |
200,000 |
0 |
200,000 |
| Car |
25,000 |
0 |
0 |
25,000 |
| Savings (e.g. bank a/c, building society) |
41,000 |
0 |
0 |
41,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
1,500 |
0 |
0 |
1,500 |
| Other Assets |
4,500 |
12,000 |
0 |
16,500 |
| Investment Property |
0 |
140,000 |
0 |
140,000 |
| Total Assets |
72,000 |
352,000 |
0 |
424,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
150,000 |
0 |
150,000 |
| Mortgage - Investment Property |
0 |
115,000 |
0 |
115,000 |
| Personal loans (Secured) |
2,250 |
0 |
0 |
2,250 |
| Personal loans (unsecured) |
9,300 |
0 |
0 |
9,300 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
2,000 |
0 |
2,000 |
| Hire purchase balance |
20,000 |
0 |
0 |
20,000 |
| Credit card balance |
18,000 |
8,000 |
0 |
26,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
22,450 |
77,000 |
0 |
99,450 |
| Total Liabilities |
49,550 |
275,000 |
0 |
324,550 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,000 |
900 |
0 |
1,900 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
3,000 |
3,580 |
0 |
6,580 |
| Total Income |
4,000 |
4,480 |
0 |
8,480 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
1,192 |
0 |
1,192 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
250 |
0 |
0 |
250 |
| Personal loans (unsecured) |
373 |
0 |
0 |
373 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
313 |
0 |
0 |
313 |
| Credit card payments |
700 |
526 |
0 |
1,226 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
70 |
350 |
0 |
420 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
200 |
450 |
0 |
650 |
| Total Monthly Income less Expenditure |
2,094 |
1,963 |
0 |
4,057 |
| Total Expenditure |
1,906 |
2,517 |
0 |
4,423 |