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 |
350,000 |
350,000 |
| Car |
11,000 |
12,000 |
0 |
23,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
0 |
0 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
260,000 |
260,000 |
| Total Assets |
11,000 |
12,000 |
610,000 |
633,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
237,299 |
237,299 |
| Mortgage - Investment Property |
0 |
0 |
178,786 |
178,786 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
14,000 |
5,000 |
0 |
19,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
20,927 |
800 |
0 |
21,727 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-23,927 |
6,200 |
193,915 |
176,188 |
| Total Liabilities |
34,927 |
5,800 |
416,085 |
456,812 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,000 |
2,400 |
0 |
5,400 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
995 |
995 |
| Total Income |
3,000 |
2,400 |
995 |
6,395 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
737 |
737 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
310 |
310 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
302 |
220 |
0 |
522 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
420 |
200 |
0 |
620 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
40 |
40 |
160 |
240 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
300 |
300 |
0 |
600 |
| Total Monthly Income less Expenditure |
1,938 |
1,640 |
-212 |
3,366 |
| Total Expenditure |
1,062 |
760 |
1,207 |
3,029 |