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 |
505,000 |
505,000 |
| Car |
900 |
14,000 |
0 |
14,900 |
| Savings (e.g. bank a/c, building society) |
500 |
350 |
0 |
850 |
| 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 |
1,400 |
14,350 |
505,000 |
520,750 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
312,000 |
312,000 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
5,912 |
0 |
0 |
5,912 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
350 |
100 |
0 |
450 |
| Hire purchase balance |
0 |
12,000 |
0 |
12,000 |
| Credit card balance |
16,259 |
3,000 |
0 |
19,259 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-21,121 |
-750 |
193,000 |
171,129 |
| Total Liabilities |
22,521 |
15,100 |
312,000 |
349,621 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,000 |
1,300 |
0 |
4,300 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
3,000 |
1,300 |
0 |
4,300 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,065 |
1,065 |
| 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) |
147 |
0 |
0 |
147 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
2 |
0 |
0 |
2 |
| Hire purchase repayments |
0 |
261 |
0 |
261 |
| Credit card payments |
400 |
150 |
0 |
550 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
255 |
255 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
200 |
450 |
500 |
1,150 |
| Total Monthly Income less Expenditure |
2,251 |
439 |
-1,820 |
870 |
| Total Expenditure |
749 |
861 |
1,820 |
3,430 |