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 |
185,000 |
0 |
185,000 |
| Car |
7,000 |
15,000 |
0 |
22,000 |
| Savings (e.g. bank a/c, building society) |
157,500 |
1,500 |
6,000 |
165,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
650 |
0 |
0 |
650 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
125,000 |
0 |
0 |
125,000 |
| Total Assets |
290,150 |
201,500 |
6,000 |
497,650 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
110,000 |
0 |
110,000 |
| Mortgage - Investment Property |
63,500 |
0 |
0 |
63,500 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
8,600 |
11,000 |
0 |
19,600 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
1,500 |
0 |
0 |
1,500 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
1,500 |
850 |
0 |
2,350 |
| Total Assets less Liabilities |
215,050 |
79,650 |
6,000 |
300,700 |
| Total Liabilities |
75,100 |
121,850 |
0 |
196,950 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,000 |
2,200 |
0 |
4,200 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
540 |
0 |
0 |
540 |
| Total Income |
2,540 |
2,200 |
0 |
4,740 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
650 |
0 |
650 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
370 |
0 |
0 |
370 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
225 |
250 |
0 |
475 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
100 |
100 |
0 |
200 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
310 |
310 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,100 |
1,100 |
| Total Monthly Income less Expenditure |
1,845 |
1,200 |
-1,410 |
1,635 |
| Total Expenditure |
695 |
1,000 |
1,410 |
3,105 |