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 |
160,000 |
120,000 |
0 |
280,000 |
| Car |
15,000 |
2,500 |
0 |
17,500 |
| Savings (e.g. bank a/c, building society) |
3,000 |
2,000 |
0 |
5,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
100 |
0 |
0 |
100 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
178,100 |
124,500 |
0 |
302,600 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
118,000 |
106,000 |
0 |
224,000 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
6,083 |
0 |
0 |
6,083 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
100 |
0 |
0 |
100 |
| Hire purchase balance |
8,814 |
0 |
0 |
8,814 |
| Credit card balance |
8,101 |
0 |
0 |
8,101 |
| Unpaid income tax |
100 |
0 |
0 |
100 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
36,902 |
18,500 |
0 |
55,402 |
| Total Liabilities |
141,198 |
106,000 |
0 |
247,198 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,036 |
2,000 |
0 |
5,036 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
200 |
0 |
200 |
| Total Income |
3,036 |
2,200 |
0 |
5,236 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
477 |
350 |
0 |
827 |
| 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) |
217 |
0 |
0 |
217 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
278 |
0 |
0 |
278 |
| Credit card payments |
160 |
0 |
0 |
160 |
| HMRC payments (unpaid only) |
50 |
0 |
0 |
50 |
| CSA/Maintenance Payments |
140 |
0 |
0 |
140 |
| Utilities (Gas/water/Elec/phone/internet) |
219 |
45 |
0 |
264 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
550 |
300 |
0 |
850 |
| Total Monthly Income less Expenditure |
945 |
1,505 |
0 |
2,450 |
| Total Expenditure |
2,091 |
695 |
0 |
2,786 |