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 |
230,000 |
230,000 |
| Car |
18,000 |
27,500 |
0 |
45,500 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
17,600 |
17,600 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
3,200 |
0 |
3,200 |
| Other Assets |
0 |
4,080 |
0 |
4,080 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
18,000 |
34,780 |
247,600 |
300,380 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
166,934 |
166,934 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
350 |
0 |
350 |
| Hire purchase balance |
18,410 |
29,492 |
0 |
47,902 |
| Credit card balance |
3,000 |
2,200 |
0 |
5,200 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-3,410 |
2,738 |
80,666 |
79,994 |
| Total Liabilities |
21,410 |
32,042 |
166,934 |
220,386 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,189 |
1,650 |
0 |
4,839 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
3,189 |
1,650 |
0 |
4,839 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
853 |
853 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
6 |
0 |
0 |
6 |
| Hire purchase repayments |
300 |
404 |
0 |
704 |
| Credit card payments |
65 |
50 |
0 |
115 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
130 |
130 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,800 |
1,800 |
| Total Monthly Income less Expenditure |
2,818 |
1,196 |
-2,783 |
1,231 |
| Total Expenditure |
371 |
454 |
2,783 |
3,608 |