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 |
13,500 |
2,700 |
0 |
16,200 |
| Savings (e.g. bank a/c, building society) |
0 |
5,000 |
0 |
5,000 |
| 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 |
13,500 |
7,700 |
350,000 |
371,200 |
| 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) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
2,760 |
2,165 |
0 |
4,925 |
| Credit card balance |
90 |
0 |
0 |
90 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
7,345 |
0 |
0 |
7,345 |
| Total Assets less Liabilities |
3,305 |
5,535 |
133,000 |
141,840 |
| Total Liabilities |
10,195 |
2,165 |
217,000 |
229,360 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
7,500 |
700 |
0 |
8,200 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
634 |
0 |
634 |
| Total Income |
7,500 |
1,334 |
0 |
8,834 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,120 |
1,120 |
| 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) |
20 |
0 |
0 |
20 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
460 |
130 |
0 |
590 |
| Credit card payments |
30 |
0 |
0 |
30 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
300 |
500 |
0 |
800 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
700 |
700 |
500 |
1,900 |
| Total Monthly Income less Expenditure |
5,990 |
4 |
-1,620 |
4,374 |
| Total Expenditure |
1,510 |
1,330 |
1,620 |
4,460 |