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 |
180,000 |
180,000 |
| Car |
20,000 |
0 |
0 |
20,000 |
| 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 |
60,000 |
60,000 |
| Total Assets |
20,000 |
0 |
240,000 |
260,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
89,000 |
89,000 |
| Mortgage - Investment Property |
0 |
0 |
31,978 |
31,978 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
9,657 |
0 |
0 |
9,657 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
11,206 |
0 |
0 |
11,206 |
| Credit card balance |
4,004 |
0 |
502 |
4,506 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-4,867 |
0 |
118,520 |
113,653 |
| Total Liabilities |
24,867 |
0 |
121,480 |
146,347 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,800 |
3,643 |
0 |
5,443 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
360 |
0 |
0 |
360 |
| Total Income |
2,160 |
3,643 |
0 |
5,803 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
761 |
761 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
197 |
197 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
278 |
0 |
0 |
278 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
178 |
0 |
0 |
178 |
| Credit card payments |
200 |
0 |
15 |
215 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
210 |
0 |
0 |
210 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
1,000 |
0 |
0 |
1,000 |
| Total Monthly Income less Expenditure |
294 |
3,643 |
-973 |
2,964 |
| Total Expenditure |
1,866 |
0 |
973 |
2,839 |