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 |
295,000 |
295,000 |
| Car |
2,000 |
1,000 |
0 |
3,000 |
| Savings (e.g. bank a/c, building society) |
1,500 |
4,500 |
2,200 |
8,200 |
| Investments (e.g. ISA/unit trust/shares etc) |
1,000 |
0 |
0 |
1,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
92,500 |
92,500 |
| Total Assets |
4,500 |
5,500 |
389,700 |
399,700 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
266,111 |
266,111 |
| Mortgage - Investment Property |
0 |
0 |
70,765 |
70,765 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
35,731 |
0 |
0 |
35,731 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
2,739 |
5,000 |
0 |
7,739 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-33,970 |
500 |
52,824 |
19,354 |
| Total Liabilities |
38,470 |
5,000 |
336,876 |
380,346 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,265 |
1,993 |
0 |
4,258 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
565 |
565 |
| Total Income |
2,265 |
1,993 |
565 |
4,823 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,109 |
1,109 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
197 |
197 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
875 |
0 |
0 |
875 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
85 |
200 |
0 |
285 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
100 |
60 |
180 |
340 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
164 |
275 |
40 |
479 |
| Total Monthly Income less Expenditure |
1,041 |
1,458 |
-961 |
1,538 |
| Total Expenditure |
1,224 |
535 |
1,526 |
3,285 |