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 |
570,000 |
570,000 |
| Car |
8,500 |
15,000 |
0 |
23,500 |
| Savings (e.g. bank a/c, building society) |
26,879 |
0 |
0 |
26,879 |
| 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 |
35,379 |
15,000 |
570,000 |
620,379 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
441,000 |
441,000 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
1,011 |
17,500 |
0 |
18,511 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
6,500 |
0 |
0 |
6,500 |
| Credit card balance |
22,500 |
0 |
0 |
22,500 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
5,368 |
-2,500 |
129,000 |
131,868 |
| Total Liabilities |
30,011 |
17,500 |
441,000 |
488,511 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
6,500 |
2,350 |
0 |
8,850 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
500 |
0 |
500 |
| Total Income |
6,500 |
2,850 |
0 |
9,350 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,579 |
1,579 |
| 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) |
123 |
670 |
0 |
793 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
183 |
0 |
0 |
183 |
| Credit card payments |
658 |
0 |
0 |
658 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
300 |
0 |
0 |
300 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
150 |
0 |
150 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
400 |
400 |
0 |
800 |
| Total Monthly Income less Expenditure |
4,836 |
1,630 |
-1,579 |
4,887 |
| Total Expenditure |
1,664 |
1,220 |
1,579 |
4,463 |