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 |
340,000 |
340,000 |
| Car |
5,000 |
15,000 |
0 |
20,000 |
| Savings (e.g. bank a/c, building society) |
2,000 |
24,000 |
0 |
26,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
60,000 |
0 |
60,000 |
| Total Assets |
7,000 |
99,000 |
340,000 |
446,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
145,000 |
145,000 |
| Mortgage - Investment Property |
0 |
45,000 |
0 |
45,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
8,702 |
8,000 |
0 |
16,702 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
17,806 |
8,000 |
0 |
25,806 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-19,508 |
38,000 |
195,000 |
213,492 |
| Total Liabilities |
26,508 |
61,000 |
145,000 |
232,508 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
11,000 |
100,000 |
0 |
111,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
4,536 |
0 |
0 |
4,536 |
| Total Income |
15,536 |
100,000 |
0 |
115,536 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
800 |
800 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
1,464 |
1,464 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
363 |
335 |
150 |
848 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
460 |
1,000 |
300 |
1,760 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
300 |
300 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
200 |
200 |
| Total Monthly Income less Expenditure |
14,713 |
98,665 |
-3,214 |
110,164 |
| Total Expenditure |
823 |
1,335 |
3,214 |
5,372 |