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 |
210,000 |
400,000 |
0 |
610,000 |
| Car |
11,000 |
0 |
0 |
11,000 |
| Savings (e.g. bank a/c, building society) |
5,000 |
10,000 |
0 |
15,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
226,000 |
410,000 |
0 |
636,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
123,000 |
150,000 |
0 |
273,000 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
23,000 |
0 |
0 |
23,000 |
| Personal loans (unsecured) |
34,249 |
30,000 |
0 |
64,249 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
2,000 |
4,000 |
0 |
6,000 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
2,000 |
0 |
0 |
2,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
41,751 |
226,000 |
0 |
267,751 |
| Total Liabilities |
184,249 |
184,000 |
0 |
368,249 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
4,500 |
1,511 |
0 |
6,011 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
7,000 |
0 |
7,000 |
| Total Income |
4,500 |
8,511 |
0 |
13,011 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
739 |
550 |
0 |
1,289 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
418 |
0 |
0 |
418 |
| Personal loans (unsecured) |
924 |
1,000 |
0 |
1,924 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
100 |
100 |
0 |
200 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
135 |
0 |
0 |
135 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
100 |
150 |
0 |
250 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
300 |
1,300 |
0 |
1,600 |
| Total Monthly Income less Expenditure |
1,784 |
5,411 |
0 |
7,195 |
| Total Expenditure |
2,716 |
3,100 |
0 |
5,816 |