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 |
900,000 |
900,000 |
| Car |
5,000 |
5,000 |
0 |
10,000 |
| Savings (e.g. bank a/c, building society) |
15,000 |
0 |
0 |
15,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
60,000 |
40,000 |
0 |
100,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
80,000 |
45,000 |
900,000 |
1,025,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
286,000 |
286,000 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
5,800 |
0 |
0 |
5,800 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
2,000 |
2,000 |
0 |
4,000 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
7,000 |
10,000 |
0 |
17,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
65,200 |
33,000 |
614,000 |
712,200 |
| Total Liabilities |
14,800 |
12,000 |
286,000 |
312,800 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,550 |
1,210 |
0 |
4,760 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
3,550 |
1,210 |
0 |
4,760 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
582 |
582 |
| 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) |
134 |
0 |
0 |
134 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
40 |
40 |
0 |
80 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
165 |
215 |
0 |
380 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
226 |
226 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,100 |
1,100 |
| Total Monthly Income less Expenditure |
3,211 |
955 |
-1,908 |
2,258 |
| Total Expenditure |
339 |
255 |
1,908 |
2,502 |