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 |
350,000 |
350,000 |
| Car |
11,000 |
5,000 |
0 |
16,000 |
| Savings (e.g. bank a/c, building society) |
6,000 |
4,000 |
0 |
10,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
2,000 |
2,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
170,000 |
170,000 |
| Total Assets |
17,000 |
9,000 |
522,000 |
548,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
195,000 |
195,000 |
| Mortgage - Investment Property |
0 |
0 |
120,000 |
120,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
7,563 |
0 |
0 |
7,563 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
11,000 |
0 |
1,900 |
12,900 |
| Credit card balance |
2,477 |
1,000 |
0 |
3,477 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-4,040 |
8,000 |
205,100 |
209,060 |
| Total Liabilities |
21,040 |
1,000 |
316,900 |
338,940 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,950 |
1,750 |
0 |
3,700 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
565 |
565 |
| Total Income |
1,950 |
1,750 |
565 |
4,265 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
785 |
785 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
483 |
483 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
272 |
0 |
0 |
272 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
184 |
0 |
62 |
246 |
| Credit card payments |
120 |
50 |
0 |
170 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
30 |
30 |
234 |
294 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
300 |
300 |
0 |
600 |
| Total Monthly Income less Expenditure |
1,044 |
1,370 |
-999 |
1,415 |
| Total Expenditure |
906 |
380 |
1,564 |
2,850 |