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 |
230,000 |
230,000 |
| Car |
0 |
10,000 |
20,000 |
30,000 |
| Savings (e.g. bank a/c, building society) |
0 |
2,000 |
0 |
2,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
29,000 |
71,000 |
0 |
100,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
300,000 |
0 |
300,000 |
| Total Assets |
29,000 |
383,000 |
250,000 |
662,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
180,899 |
180,899 |
| Mortgage - Investment Property |
0 |
212,082 |
0 |
212,082 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
8,000 |
0 |
8,000 |
| Credit card balance |
11,325 |
19,328 |
0 |
30,653 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
17,675 |
143,590 |
69,101 |
230,366 |
| Total Liabilities |
11,325 |
239,410 |
180,899 |
431,634 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
800 |
4,000 |
0 |
4,800 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
1,300 |
0 |
1,300 |
| Total Income |
800 |
5,300 |
0 |
6,100 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
890 |
890 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
576 |
0 |
576 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
300 |
0 |
300 |
| Credit card payments |
250 |
450 |
0 |
700 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
245 |
50 |
300 |
595 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
200 |
250 |
500 |
950 |
| Total Monthly Income less Expenditure |
105 |
3,674 |
-1,690 |
2,089 |
| Total Expenditure |
695 |
1,626 |
1,690 |
4,011 |