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 |
10,000 |
26,000 |
0 |
36,000 |
| Savings (e.g. bank a/c, building society) |
25,000 |
10,000 |
0 |
35,000 |
| 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 |
35,000 |
36,000 |
800,000 |
871,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
415,501 |
415,501 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
35,516 |
0 |
0 |
35,516 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
2,150 |
1,000 |
0 |
3,150 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-2,666 |
35,000 |
384,499 |
416,833 |
| Total Liabilities |
37,666 |
1,000 |
415,501 |
454,167 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
5,500 |
2,900 |
0 |
8,400 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
157 |
0 |
157 |
| Total Income |
5,500 |
3,057 |
0 |
8,557 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,346 |
1,346 |
| 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) |
520 |
0 |
0 |
520 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
1,000 |
500 |
0 |
1,500 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
475 |
475 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
250 |
250 |
1,000 |
1,500 |
| Total Monthly Income less Expenditure |
3,730 |
2,307 |
-2,821 |
3,216 |
| Total Expenditure |
1,770 |
750 |
2,821 |
5,341 |