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 |
275,000 |
275,000 |
| Car |
50,000 |
8,000 |
0 |
58,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
100,000 |
100,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
5,000 |
0 |
0 |
5,000 |
| Other Assets |
0 |
0 |
20,000 |
20,000 |
| Investment Property |
100,000 |
0 |
0 |
100,000 |
| Total Assets |
155,000 |
8,000 |
395,000 |
558,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
160,000 |
160,000 |
| Mortgage - Investment Property |
55,000 |
0 |
0 |
55,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
30,000 |
0 |
0 |
30,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
0 |
1,000 |
0 |
1,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
70,000 |
7,000 |
235,000 |
312,000 |
| Total Liabilities |
85,000 |
1,000 |
160,000 |
246,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,000 |
2,000 |
0 |
4,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
500 |
0 |
0 |
500 |
| Total Income |
2,500 |
2,000 |
0 |
4,500 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
520 |
520 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
340 |
0 |
0 |
340 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
500 |
0 |
0 |
500 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
0 |
50 |
0 |
50 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
200 |
200 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
600 |
600 |
| Total Monthly Income less Expenditure |
1,660 |
1,950 |
-1,320 |
2,290 |
| Total Expenditure |
840 |
50 |
1,320 |
2,210 |