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 |
155,000 |
155,000 |
| Car |
10,000 |
0 |
0 |
10,000 |
| Savings (e.g. bank a/c, building society) |
94,500 |
50,000 |
0 |
144,500 |
| Investments (e.g. ISA/unit trust/shares etc) |
3,000 |
11,000 |
0 |
14,000 |
| Other Assets |
15,000 |
8,000 |
0 |
23,000 |
| Investment Property |
0 |
0 |
165,000 |
165,000 |
| Total Assets |
122,500 |
69,000 |
320,000 |
511,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
34,000 |
34,000 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| 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 |
250 |
300 |
0 |
550 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
122,250 |
68,700 |
286,000 |
476,950 |
| Total Liabilities |
250 |
300 |
34,000 |
34,550 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
0 |
1,500 |
0 |
1,500 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
323 |
0 |
0 |
323 |
| Total Income |
323 |
1,500 |
0 |
1,823 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
452 |
452 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
0 |
0 |
| 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 |
0 |
0 |
0 |
0 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
91 |
0 |
165 |
256 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
148 |
167 |
400 |
715 |
| Total Monthly Income less Expenditure |
84 |
1,333 |
-1,017 |
400 |
| Total Expenditure |
239 |
167 |
1,017 |
1,423 |