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 |
300,000 |
300,000 |
| Car |
0 |
0 |
10,000 |
10,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
50,000 |
50,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
5,000 |
5,000 |
| Other Assets |
0 |
0 |
60,000 |
60,000 |
| Investment Property |
0 |
0 |
45,000 |
45,000 |
| Total Assets |
0 |
0 |
470,000 |
470,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
197,000 |
197,000 |
| Mortgage - Investment Property |
0 |
0 |
95,000 |
95,000 |
| Personal loans (Secured) |
0 |
0 |
25,000 |
25,000 |
| Personal loans (unsecured) |
5,000 |
0 |
0 |
5,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
5,000 |
0 |
0 |
5,000 |
| Credit card balance |
8,000 |
0 |
0 |
8,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-18,000 |
0 |
153,000 |
135,000 |
| Total Liabilities |
18,000 |
0 |
317,000 |
335,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
4,000 |
2,000 |
0 |
6,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
1,500 |
0 |
0 |
1,500 |
| Total Income |
5,500 |
2,000 |
0 |
7,500 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
460 |
460 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
360 |
360 |
| Personal loans (Secured) |
0 |
0 |
240 |
240 |
| Personal loans (unsecured) |
487 |
0 |
0 |
487 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
110 |
0 |
0 |
110 |
| Credit card payments |
250 |
0 |
0 |
250 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
100 |
0 |
0 |
100 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
500 |
0 |
0 |
500 |
| Total Monthly Income less Expenditure |
4,053 |
2,000 |
-1,060 |
4,993 |
| Total Expenditure |
1,447 |
0 |
1,060 |
2,507 |