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 |
450,000 |
450,000 |
| Car |
15,000 |
12,000 |
0 |
27,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
11,000 |
11,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
2,000 |
2,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
120,000 |
120,000 |
| Total Assets |
15,000 |
12,000 |
583,000 |
610,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
254,250 |
254,250 |
| Mortgage - Investment Property |
0 |
0 |
69,917 |
69,917 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
490 |
0 |
0 |
490 |
| Hire purchase balance |
1,525 |
0 |
0 |
1,525 |
| Credit card balance |
4,273 |
0 |
0 |
4,273 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
8,712 |
12,000 |
258,833 |
279,545 |
| Total Liabilities |
6,288 |
0 |
324,167 |
330,455 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,200 |
1,500 |
0 |
2,700 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
140 |
0 |
500 |
640 |
| Total Income |
1,340 |
1,500 |
500 |
3,340 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
965 |
965 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
581 |
581 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
10 |
0 |
0 |
10 |
| Hire purchase repayments |
92 |
0 |
0 |
92 |
| Credit card payments |
70 |
0 |
0 |
70 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
195 |
195 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
66 |
0 |
400 |
466 |
| Total Monthly Income less Expenditure |
1,102 |
1,500 |
-1,641 |
961 |
| Total Expenditure |
238 |
0 |
2,141 |
2,379 |