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 |
250,000 |
0 |
250,000 |
| Car |
500 |
5,000 |
0 |
5,500 |
| Savings (e.g. bank a/c, building society) |
25,000 |
5,000 |
0 |
30,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
500 |
0 |
0 |
500 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
100,000 |
0 |
0 |
100,000 |
| Total Assets |
126,000 |
260,000 |
0 |
386,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
100,000 |
0 |
100,000 |
| Mortgage - Investment Property |
45,000 |
0 |
0 |
45,000 |
| Personal loans (Secured) |
30,000 |
0 |
0 |
30,000 |
| Personal loans (unsecured) |
9,000 |
0 |
0 |
9,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
1,200 |
0 |
0 |
1,200 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
0 |
0 |
0 |
0 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
40,800 |
160,000 |
0 |
200,800 |
| Total Liabilities |
85,200 |
100,000 |
0 |
185,200 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
791 |
1,800 |
0 |
2,591 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
589 |
0 |
0 |
589 |
| Total Income |
1,380 |
1,800 |
0 |
3,180 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
235 |
0 |
235 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
203 |
0 |
0 |
203 |
| Personal loans (Secured) |
271 |
0 |
0 |
271 |
| Personal loans (unsecured) |
286 |
0 |
0 |
286 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
5 |
0 |
0 |
5 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
0 |
0 |
0 |
0 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
88 |
0 |
0 |
88 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
450 |
0 |
450 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
300 |
0 |
0 |
300 |
| Total Monthly Income less Expenditure |
227 |
1,115 |
0 |
1,342 |
| Total Expenditure |
1,153 |
685 |
0 |
1,838 |