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 |
14,000 |
14,000 |
0 |
28,000 |
| Savings (e.g. bank a/c, building society) |
0 |
30,000 |
0 |
30,000 |
| 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 |
14,000 |
44,000 |
350,000 |
408,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
217,000 |
217,000 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
59,000 |
0 |
0 |
59,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
2,000 |
0 |
0 |
2,000 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
30,800 |
0 |
0 |
30,800 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
850 |
0 |
0 |
850 |
| Total Assets less Liabilities |
-78,650 |
44,000 |
133,000 |
98,350 |
| Total Liabilities |
92,650 |
0 |
217,000 |
309,650 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
4,500 |
3,200 |
0 |
7,700 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
4,500 |
3,200 |
0 |
7,700 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,600 |
1,600 |
| 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) |
1,354 |
0 |
0 |
1,354 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
20 |
0 |
35 |
55 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
900 |
0 |
0 |
900 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
600 |
600 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
50 |
0 |
1,200 |
1,250 |
| Total Monthly Income less Expenditure |
2,176 |
3,200 |
-3,435 |
1,941 |
| Total Expenditure |
2,324 |
0 |
3,435 |
5,759 |