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 |
310,000 |
310,000 |
| Car |
30,000 |
0 |
0 |
30,000 |
| Savings (e.g. bank a/c, building society) |
30,000 |
0 |
0 |
30,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
25,000 |
0 |
25,000 |
| Other Assets |
120,000 |
0 |
0 |
120,000 |
| Investment Property |
75,000 |
0 |
0 |
75,000 |
| Total Assets |
255,000 |
25,000 |
310,000 |
590,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
101,000 |
101,000 |
| Mortgage - Investment Property |
50,000 |
0 |
0 |
50,000 |
| 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 |
26,724 |
0 |
0 |
26,724 |
| Credit card balance |
1,729 |
0 |
0 |
1,729 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
176,547 |
25,000 |
209,000 |
410,547 |
| Total Liabilities |
78,453 |
0 |
101,000 |
179,453 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
4,000 |
1,950 |
0 |
5,950 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
450 |
0 |
0 |
450 |
| Total Income |
4,450 |
1,950 |
0 |
6,400 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
680 |
680 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
115 |
0 |
0 |
115 |
| 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 |
274 |
0 |
0 |
274 |
| Credit card payments |
30 |
0 |
0 |
30 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
150 |
150 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
700 |
700 |
| Total Monthly Income less Expenditure |
4,031 |
1,950 |
-1,530 |
4,451 |
| Total Expenditure |
419 |
0 |
1,530 |
1,949 |