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 |
195,000 |
195,000 |
| Car |
19,000 |
1,500 |
0 |
20,500 |
| Savings (e.g. bank a/c, building society) |
12,624 |
0 |
0 |
12,624 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
90,000 |
90,000 |
| Total Assets |
31,624 |
1,500 |
285,000 |
318,124 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
109,954 |
109,954 |
| Mortgage - Investment Property |
0 |
0 |
85,100 |
85,100 |
| Personal loans (Secured) |
391 |
0 |
0 |
391 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
15,305 |
0 |
15,305 |
| Credit card balance |
542 |
0 |
0 |
542 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
30,691 |
-13,805 |
89,946 |
106,831 |
| Total Liabilities |
933 |
15,305 |
195,054 |
211,292 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,300 |
2,000 |
0 |
4,300 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
596 |
596 |
| Total Income |
2,300 |
2,000 |
596 |
4,896 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
406 |
406 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
130 |
130 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
40 |
0 |
0 |
40 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
310 |
0 |
310 |
| Credit card payments |
20 |
0 |
0 |
20 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
400 |
400 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
600 |
600 |
| Total Monthly Income less Expenditure |
2,240 |
1,690 |
-940 |
2,990 |
| Total Expenditure |
60 |
310 |
1,536 |
1,906 |