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 |
350,000 |
350,000 |
| Car |
0 |
25,000 |
0 |
25,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
60,000 |
60,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
80,000 |
0 |
80,000 |
| Other Assets |
15,000 |
20,000 |
0 |
35,000 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
15,000 |
125,000 |
410,000 |
550,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
234,000 |
234,000 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
5,591 |
0 |
0 |
5,591 |
| Personal loans (unsecured) |
0 |
14,200 |
0 |
14,200 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
0 |
2,200 |
0 |
2,200 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
9,409 |
108,600 |
176,000 |
294,009 |
| Total Liabilities |
5,591 |
16,400 |
234,000 |
255,991 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,585 |
4,167 |
0 |
5,752 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
140 |
140 |
| Total Income |
1,585 |
4,167 |
140 |
5,892 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
798 |
798 |
| 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) |
0 |
448 |
0 |
448 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
0 |
20 |
0 |
20 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
521 |
521 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
600 |
600 |
| Total Monthly Income less Expenditure |
1,585 |
3,699 |
-1,779 |
3,505 |
| Total Expenditure |
0 |
468 |
1,919 |
2,387 |