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 |
425,000 |
425,000 |
| Car |
0 |
0 |
0 |
0 |
| Savings (e.g. bank a/c, building society) |
0 |
7,500 |
0 |
7,500 |
| Investments (e.g. ISA/unit trust/shares etc) |
725 |
0 |
0 |
725 |
| Other Assets |
9,000 |
3,000 |
4,000 |
16,000 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
9,725 |
10,500 |
429,000 |
449,225 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
208,500 |
208,500 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
33,878 |
33,878 |
| Personal loans (unsecured) |
0 |
2,000 |
0 |
2,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
5,335 |
1,700 |
0 |
7,035 |
| Hire purchase balance |
1,750 |
0 |
0 |
1,750 |
| Credit card balance |
13,125 |
2,000 |
0 |
15,125 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-10,485 |
4,800 |
186,622 |
180,937 |
| Total Liabilities |
20,210 |
5,700 |
242,378 |
268,288 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,000 |
3,175 |
0 |
5,175 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
2,000 |
3,175 |
0 |
5,175 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,184 |
1,184 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
150 |
246 |
396 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
200 |
50 |
0 |
250 |
| Hire purchase repayments |
587 |
0 |
0 |
587 |
| Credit card payments |
250 |
50 |
0 |
300 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
300 |
300 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
300 |
650 |
0 |
950 |
| Total Monthly Income less Expenditure |
663 |
2,275 |
-1,730 |
1,208 |
| Total Expenditure |
1,337 |
900 |
1,730 |
3,967 |