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 |
800,000 |
800,000 |
| Car |
8,000 |
25,000 |
0 |
33,000 |
| Savings (e.g. bank a/c, building society) |
5,250 |
5,000 |
0 |
10,250 |
| 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 |
13,250 |
30,000 |
800,000 |
843,250 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
465,000 |
465,000 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
24,723 |
44,000 |
0 |
68,723 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
4,088 |
0 |
0 |
4,088 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-15,561 |
-14,000 |
335,000 |
305,439 |
| Total Liabilities |
28,811 |
44,000 |
465,000 |
537,811 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,000 |
1,000 |
0 |
2,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
3,000 |
3,000 |
0 |
6,000 |
| Total Income |
4,000 |
4,000 |
0 |
8,000 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
2,039 |
2,039 |
| 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) |
339 |
703 |
0 |
1,042 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
80 |
0 |
0 |
80 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
576 |
576 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
100 |
200 |
400 |
700 |
| Total Monthly Income less Expenditure |
3,481 |
3,097 |
-3,015 |
3,563 |
| Total Expenditure |
519 |
903 |
3,015 |
4,437 |