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 |
300,000 |
300,000 |
| Car |
2,000 |
3,000 |
0 |
5,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
12,595 |
12,595 |
| Investments (e.g. ISA/unit trust/shares etc) |
17,629 |
20,399 |
0 |
38,028 |
| Other Assets |
0 |
0 |
31,000 |
31,000 |
| Investment Property |
0 |
0 |
145,000 |
145,000 |
| Total Assets |
19,629 |
23,399 |
488,595 |
531,623 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
36,559 |
36,559 |
| Mortgage - Investment Property |
0 |
0 |
97,037 |
97,037 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
88 |
0 |
0 |
88 |
| Unpaid income tax |
364 |
78 |
0 |
442 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
19,177 |
23,321 |
354,999 |
397,497 |
| Total Liabilities |
452 |
78 |
133,596 |
134,126 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
866 |
866 |
0 |
1,731 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
166 |
166 |
625 |
957 |
| Total Income |
1,032 |
1,032 |
625 |
2,688 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
289 |
289 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
245 |
245 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
88 |
0 |
0 |
88 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
244 |
244 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
757 |
757 |
| Total Monthly Income less Expenditure |
944 |
1,032 |
-910 |
1,066 |
| Total Expenditure |
88 |
0 |
1,535 |
1,623 |