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 |
360,000 |
360,000 |
| Car |
0 |
0 |
8,000 |
8,000 |
| Savings (e.g. bank a/c, building society) |
1,000 |
2,000 |
1,000 |
4,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
2,000 |
2,000 |
| Investment Property |
0 |
0 |
235,000 |
235,000 |
| Total Assets |
1,000 |
2,000 |
606,000 |
609,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
144,000 |
144,000 |
| Mortgage - Investment Property |
0 |
0 |
173,689 |
173,689 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
4,589 |
0 |
0 |
4,589 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
4,912 |
250 |
0 |
5,162 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-8,501 |
1,750 |
288,311 |
281,560 |
| Total Liabilities |
9,501 |
250 |
317,689 |
327,440 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,200 |
0 |
0 |
2,200 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
1,925 |
1,925 |
| Total Income |
2,200 |
0 |
1,925 |
4,125 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
524 |
524 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
301 |
301 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
215 |
0 |
0 |
215 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
250 |
0 |
50 |
300 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
250 |
250 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
350 |
350 |
| Total Monthly Income less Expenditure |
1,735 |
0 |
450 |
2,185 |
| Total Expenditure |
465 |
0 |
1,475 |
1,940 |