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 |
625,000 |
0 |
180,000 |
805,000 |
| Car |
10,000 |
8,000 |
0 |
18,000 |
| Savings (e.g. bank a/c, building society) |
500 |
500 |
0 |
1,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
1,500 |
3,000 |
0 |
4,500 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
390,000 |
0 |
390,000 |
| Total Assets |
637,000 |
401,500 |
180,000 |
1,218,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
211,000 |
0 |
0 |
211,000 |
| Mortgage - Investment Property |
0 |
170,000 |
0 |
170,000 |
| Personal loans (Secured) |
130,000 |
0 |
0 |
130,000 |
| Personal loans (unsecured) |
28,500 |
10,000 |
0 |
38,500 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
1,800 |
1,000 |
0 |
2,800 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
28,000 |
15,000 |
0 |
43,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
237,700 |
205,500 |
180,000 |
623,200 |
| Total Liabilities |
399,300 |
196,000 |
0 |
595,300 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
708 |
2,000 |
0 |
2,708 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
1,600 |
1,250 |
0 |
2,850 |
| Total Income |
2,308 |
3,250 |
0 |
5,558 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
293 |
460 |
0 |
753 |
| Rental payments (if applicable) |
0 |
1,250 |
0 |
1,250 |
| Investment property - mortgage, management charges & ground rent |
0 |
150 |
0 |
150 |
| Personal loans (Secured) |
950 |
0 |
0 |
950 |
| Personal loans (unsecured) |
545 |
285 |
0 |
830 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
20 |
10 |
0 |
30 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
425 |
155 |
0 |
580 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
277 |
0 |
277 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
400 |
0 |
400 |
| Total Monthly Income less Expenditure |
75 |
263 |
0 |
338 |
| Total Expenditure |
2,233 |
2,987 |
0 |
5,220 |