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 |
256,000 |
256,000 |
| Car |
2,000 |
7,000 |
0 |
9,000 |
| Savings (e.g. bank a/c, building society) |
15,500 |
0 |
0 |
15,500 |
| Investments (e.g. ISA/unit trust/shares etc) |
4,872 |
0 |
0 |
4,872 |
| Other Assets |
15,000 |
0 |
0 |
15,000 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
37,372 |
7,000 |
256,000 |
300,372 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
193,400 |
193,400 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
326 |
0 |
0 |
326 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
3,261 |
9,000 |
0 |
12,261 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
33,785 |
-2,000 |
62,600 |
94,385 |
| Total Liabilities |
3,587 |
9,000 |
193,400 |
205,987 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,364 |
1,511 |
0 |
2,875 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
1,364 |
1,511 |
0 |
2,875 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
678 |
678 |
| 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) |
45 |
0 |
0 |
45 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
119 |
220 |
0 |
339 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
450 |
0 |
0 |
450 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
620 |
620 |
| Total Monthly Income less Expenditure |
750 |
1,291 |
-1,298 |
743 |
| Total Expenditure |
614 |
220 |
1,298 |
2,132 |