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 |
185,000 |
185,000 |
| Car |
0 |
60,000 |
0 |
60,000 |
| Savings (e.g. bank a/c, building society) |
60,000 |
2,000 |
1,000 |
63,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
60,000 |
62,000 |
186,000 |
308,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
100,000 |
100,000 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
21,015 |
0 |
0 |
21,015 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
466 |
0 |
0 |
466 |
| Credit card balance |
4,580 |
8,500 |
3,168 |
16,248 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
33,939 |
53,500 |
82,832 |
170,271 |
| Total Liabilities |
26,061 |
8,500 |
103,168 |
137,729 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,300 |
2,200 |
0 |
4,500 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
2,300 |
2,200 |
0 |
4,500 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
512 |
512 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
459 |
0 |
0 |
459 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
33 |
0 |
0 |
33 |
| Credit card payments |
223 |
200 |
200 |
623 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
270 |
105 |
0 |
375 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
400 |
400 |
0 |
800 |
| Total Monthly Income less Expenditure |
915 |
1,495 |
-712 |
1,698 |
| Total Expenditure |
1,385 |
705 |
712 |
2,802 |