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 |
425,000 |
425,000 |
| Car |
2,500 |
5,000 |
0 |
7,500 |
| Savings (e.g. bank a/c, building society) |
3,500 |
5,750 |
0 |
9,250 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
1,500 |
0 |
1,500 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
270,000 |
0 |
270,000 |
| Total Assets |
6,000 |
282,250 |
425,000 |
713,250 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
256,162 |
256,162 |
| Mortgage - Investment Property |
0 |
153,000 |
0 |
153,000 |
| 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 |
14,542 |
3,000 |
0 |
17,542 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-8,542 |
126,250 |
168,838 |
286,546 |
| Total Liabilities |
14,542 |
156,000 |
256,162 |
426,704 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,196 |
1,042 |
0 |
2,238 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
960 |
925 |
0 |
1,885 |
| Total Income |
2,156 |
1,967 |
0 |
4,122 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
640 |
640 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
357 |
0 |
357 |
| 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 |
394 |
124 |
0 |
518 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
182 |
182 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
150 |
150 |
0 |
300 |
| Total Monthly Income less Expenditure |
1,611 |
1,336 |
-822 |
2,125 |
| Total Expenditure |
544 |
631 |
822 |
1,997 |