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 |
320,000 |
320,000 |
| Car |
17,000 |
20,000 |
0 |
37,000 |
| Savings (e.g. bank a/c, building society) |
4,300 |
1,500 |
0 |
5,800 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
21,300 |
21,500 |
320,000 |
362,800 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
238,000 |
238,000 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
64,000 |
64,000 |
| Personal loans (unsecured) |
2,300 |
500 |
0 |
2,800 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
15,000 |
18,000 |
0 |
33,000 |
| Credit card balance |
1,700 |
0 |
0 |
1,700 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
2,300 |
3,000 |
18,000 |
23,300 |
| Total Liabilities |
19,000 |
18,500 |
302,000 |
339,500 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,000 |
1,800 |
0 |
4,800 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
3,000 |
1,800 |
0 |
4,800 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
800 |
800 |
| 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) |
70 |
45 |
0 |
115 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
270 |
318 |
0 |
588 |
| Credit card payments |
50 |
0 |
0 |
50 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
130 |
80 |
0 |
210 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
200 |
200 |
0 |
400 |
| Total Monthly Income less Expenditure |
2,280 |
1,157 |
-800 |
2,637 |
| Total Expenditure |
720 |
643 |
800 |
2,163 |