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 |
35,000 |
12,000 |
0 |
47,000 |
| Savings (e.g. bank a/c, building society) |
19,000 |
0 |
0 |
19,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
220,000 |
0 |
0 |
220,000 |
| Total Assets |
274,000 |
12,000 |
310,000 |
596,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
206,000 |
0 |
0 |
206,000 |
| Mortgage - Investment Property |
60,000 |
0 |
0 |
60,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
15,000 |
0 |
0 |
15,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
22,000 |
0 |
0 |
22,000 |
| Credit card balance |
10,000 |
0 |
0 |
10,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-39,000 |
12,000 |
310,000 |
283,000 |
| Total Liabilities |
313,000 |
0 |
0 |
313,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,500 |
2,000 |
0 |
4,500 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
2,500 |
2,000 |
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 |
750 |
750 |
| 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) |
350 |
0 |
0 |
350 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
640 |
0 |
0 |
640 |
| Credit card payments |
100 |
0 |
0 |
100 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
120 |
0 |
0 |
120 |
| Utilities (Gas/water/Elec/phone/internet) |
110 |
0 |
0 |
110 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
500 |
500 |
| Total Monthly Income less Expenditure |
1,180 |
2,000 |
-1,250 |
1,930 |
| Total Expenditure |
1,320 |
0 |
1,250 |
2,570 |