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 |
425,000 |
425,000 |
| Car |
25,000 |
25,000 |
0 |
50,000 |
| Savings (e.g. bank a/c, building society) |
13,000 |
0 |
0 |
13,000 |
| 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 |
38,000 |
25,000 |
425,000 |
488,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
308,000 |
308,000 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
18,500 |
20,000 |
0 |
38,500 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
1,600 |
0 |
0 |
1,600 |
| Hire purchase balance |
16,000 |
0 |
0 |
16,000 |
| Credit card balance |
1,500 |
0 |
0 |
1,500 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
400 |
5,000 |
117,000 |
122,400 |
| Total Liabilities |
37,600 |
20,000 |
308,000 |
365,600 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,000 |
4,000 |
0 |
5,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
1,000 |
4,000 |
0 |
5,000 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,140 |
1,140 |
| 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) |
446 |
440 |
0 |
886 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
20 |
0 |
0 |
20 |
| Hire purchase repayments |
240 |
0 |
0 |
240 |
| Credit card payments |
45 |
0 |
0 |
45 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
347 |
347 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
400 |
400 |
| Total Monthly Income less Expenditure |
249 |
3,560 |
-1,887 |
1,922 |
| Total Expenditure |
751 |
440 |
1,887 |
3,078 |