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 |
700,000 |
700,000 |
| Car |
35,000 |
0 |
0 |
35,000 |
| Savings (e.g. bank a/c, building society) |
18,000 |
17,000 |
0 |
35,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
7,500 |
3,000 |
15,000 |
25,500 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
60,500 |
20,000 |
715,000 |
795,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
343,000 |
343,000 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
39,000 |
0 |
0 |
39,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
3,000 |
0 |
3,000 |
| Credit card balance |
2,100 |
12,500 |
0 |
14,600 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
19,400 |
4,500 |
372,000 |
395,900 |
| Total Liabilities |
41,100 |
15,500 |
343,000 |
399,600 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,900 |
3,800 |
0 |
7,700 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
3,900 |
3,800 |
0 |
7,700 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
2,045 |
2,045 |
| 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) |
505 |
0 |
0 |
505 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
140 |
0 |
140 |
| Credit card payments |
300 |
300 |
0 |
600 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
30 |
0 |
320 |
350 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
500 |
500 |
0 |
1,000 |
| Total Monthly Income less Expenditure |
2,565 |
2,860 |
-2,365 |
3,060 |
| Total Expenditure |
1,335 |
940 |
2,365 |
4,640 |