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 |
250,000 |
0 |
0 |
250,000 |
| Car |
12,000 |
23,000 |
0 |
35,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
0 |
0 |
| 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 |
262,000 |
23,000 |
0 |
285,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
168,600 |
0 |
0 |
168,600 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
1,908 |
0 |
0 |
1,908 |
| Personal loans (unsecured) |
8,988 |
0 |
0 |
8,988 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
200 |
0 |
0 |
200 |
| Hire purchase balance |
0 |
20,000 |
0 |
20,000 |
| Credit card balance |
6,000 |
0 |
0 |
6,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
76,304 |
3,000 |
0 |
79,304 |
| Total Liabilities |
185,696 |
20,000 |
0 |
205,696 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,500 |
4,000 |
0 |
6,500 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
2,500 |
4,000 |
0 |
6,500 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
608 |
0 |
0 |
608 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
70 |
0 |
0 |
70 |
| Personal loans (unsecured) |
187 |
0 |
0 |
187 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
30 |
0 |
0 |
30 |
| Hire purchase repayments |
0 |
308 |
0 |
308 |
| Credit card payments |
400 |
0 |
0 |
400 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
180 |
180 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
213 |
200 |
200 |
613 |
| Total Monthly Income less Expenditure |
992 |
3,492 |
-380 |
4,104 |
| Total Expenditure |
1,508 |
508 |
380 |
2,396 |