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 |
550,000 |
550,000 |
| Car |
13,000 |
12,000 |
0 |
25,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
70,000 |
70,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
42,000 |
42,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
13,000 |
12,000 |
662,000 |
687,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
375,038 |
375,038 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
529 |
0 |
0 |
529 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
9,000 |
8,000 |
0 |
17,000 |
| Credit card balance |
1,200 |
0 |
0 |
1,200 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
2,271 |
4,000 |
286,962 |
293,233 |
| Total Liabilities |
10,729 |
8,000 |
375,038 |
393,767 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
4,000 |
4,400 |
0 |
8,400 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
215 |
0 |
0 |
215 |
| Total Income |
4,215 |
4,400 |
0 |
8,615 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,209 |
1,209 |
| 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) |
44 |
0 |
0 |
44 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
131 |
142 |
0 |
273 |
| Credit card payments |
50 |
0 |
0 |
50 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
120 |
120 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
500 |
500 |
| Total Monthly Income less Expenditure |
3,990 |
4,258 |
-1,829 |
6,419 |
| Total Expenditure |
225 |
142 |
1,829 |
2,196 |