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 |
320,000 |
320,000 |
| Car |
0 |
0 |
20,000 |
20,000 |
| Savings (e.g. bank a/c, building society) |
15,000 |
0 |
0 |
15,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
30,000 |
0 |
30,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
70,000 |
0 |
70,000 |
| Total Assets |
15,000 |
100,000 |
340,000 |
455,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
255,000 |
255,000 |
| Mortgage - Investment Property |
0 |
60,000 |
0 |
60,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
12,000 |
15,000 |
0 |
27,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
600 |
0 |
0 |
600 |
| Hire purchase balance |
0 |
0 |
15,000 |
15,000 |
| Credit card balance |
15,000 |
5,000 |
0 |
20,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-12,600 |
20,000 |
70,000 |
77,400 |
| Total Liabilities |
27,600 |
80,000 |
270,000 |
377,600 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,200 |
4,000 |
0 |
7,200 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
400 |
0 |
400 |
| Total Income |
3,200 |
4,400 |
0 |
7,600 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
202 |
1,200 |
1,402 |
| 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) |
404 |
451 |
0 |
855 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
20 |
0 |
0 |
20 |
| Hire purchase repayments |
0 |
0 |
290 |
290 |
| Credit card payments |
500 |
280 |
0 |
780 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
50 |
450 |
0 |
500 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
100 |
100 |
1,250 |
1,450 |
| Total Monthly Income less Expenditure |
2,126 |
2,917 |
-2,740 |
2,303 |
| Total Expenditure |
1,074 |
1,483 |
2,740 |
5,297 |