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 |
240,000 |
240,000 |
| Car |
0 |
0 |
0 |
0 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
25,000 |
25,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
50,000 |
50,000 |
| Other Assets |
0 |
0 |
25,000 |
25,000 |
| Investment Property |
150,000 |
0 |
0 |
150,000 |
| Total Assets |
150,000 |
0 |
340,000 |
490,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
160,000 |
160,000 |
| Mortgage - Investment Property |
90,000 |
0 |
0 |
90,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
11,000 |
0 |
0 |
11,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
3,000 |
3,000 |
0 |
6,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
46,000 |
-3,000 |
180,000 |
223,000 |
| Total Liabilities |
104,000 |
3,000 |
160,000 |
267,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,100 |
0 |
0 |
2,100 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
950 |
0 |
0 |
950 |
| Total Income |
3,050 |
0 |
0 |
3,050 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
550 |
550 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
270 |
0 |
0 |
270 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
280 |
0 |
0 |
280 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
30 |
30 |
0 |
60 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
140 |
140 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
300 |
300 |
| Total Monthly Income less Expenditure |
2,470 |
-30 |
-990 |
1,450 |
| Total Expenditure |
580 |
30 |
990 |
1,600 |