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 |
350,000 |
350,000 |
| Car |
12,500 |
1,500 |
0 |
14,000 |
| Savings (e.g. bank a/c, building society) |
15,143 |
9,000 |
1,000 |
25,143 |
| Investments (e.g. ISA/unit trust/shares etc) |
57,500 |
29,500 |
0 |
87,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
85,143 |
40,000 |
351,000 |
476,143 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
0 |
0 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
566 |
218 |
695 |
1,479 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
84,577 |
39,782 |
350,305 |
474,663 |
| Total Liabilities |
566 |
218 |
695 |
1,479 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,316 |
892 |
0 |
2,208 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
332 |
1,166 |
0 |
1,498 |
| Total Income |
1,649 |
2,058 |
0 |
3,707 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
0 |
0 |
| 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) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
336 |
218 |
695 |
1,249 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
20 |
20 |
229 |
269 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
314 |
314 |
| Total Monthly Income less Expenditure |
1,293 |
1,820 |
-1,238 |
1,875 |
| Total Expenditure |
356 |
238 |
1,238 |
1,832 |