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 |
370,000 |
270,000 |
0 |
640,000 |
| Car |
0 |
10,000 |
0 |
10,000 |
| Savings (e.g. bank a/c, building society) |
0 |
5,000 |
0 |
5,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
10,000 |
0 |
10,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
370,000 |
295,000 |
0 |
665,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
285,000 |
100,000 |
0 |
385,000 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
3,000 |
0 |
3,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
0 |
2,000 |
0 |
2,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
85,000 |
190,000 |
0 |
275,000 |
| Total Liabilities |
285,000 |
105,000 |
0 |
390,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
400 |
3,000 |
0 |
3,400 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
1,450 |
0 |
0 |
1,450 |
| Total Income |
1,850 |
3,000 |
0 |
4,850 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
978 |
480 |
0 |
1,458 |
| 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) |
0 |
190 |
0 |
190 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
0 |
25 |
0 |
25 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
300 |
0 |
300 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
500 |
0 |
500 |
| Total Monthly Income less Expenditure |
872 |
1,505 |
0 |
2,377 |
| Total Expenditure |
978 |
1,495 |
0 |
2,473 |