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 |
380,000 |
380,000 |
| Car |
5,000 |
11,000 |
0 |
16,000 |
| Savings (e.g. bank a/c, building society) |
6,000 |
10,000 |
0 |
16,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
1,500 |
5,000 |
0 |
6,500 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
12,500 |
26,000 |
380,000 |
418,500 |
| 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) |
14,540 |
0 |
0 |
14,540 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
6,500 |
0 |
6,500 |
| Credit card balance |
1,200 |
500 |
0 |
1,700 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-3,240 |
19,000 |
72,000 |
87,760 |
| Total Liabilities |
15,740 |
7,000 |
308,000 |
330,740 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
0 |
5,000 |
0 |
5,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
0 |
5,000 |
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 |
1,039 |
1,039 |
| 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) |
272 |
0 |
0 |
272 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
126 |
0 |
126 |
| Credit card payments |
50 |
500 |
0 |
550 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
10 |
10 |
208 |
228 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
300 |
500 |
0 |
800 |
| Total Monthly Income less Expenditure |
-632 |
3,864 |
-1,247 |
1,985 |
| Total Expenditure |
632 |
1,136 |
1,247 |
3,015 |