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 |
480,000 |
480,000 |
| Car |
34,000 |
30,000 |
0 |
64,000 |
| Savings (e.g. bank a/c, building society) |
13,251 |
0 |
0 |
13,251 |
| Investments (e.g. ISA/unit trust/shares etc) |
3,400 |
22,252 |
0 |
25,652 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
220,000 |
220,000 |
| Total Assets |
50,651 |
52,252 |
700,000 |
802,903 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
300,798 |
300,798 |
| Mortgage - Investment Property |
0 |
0 |
105,000 |
105,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
8,500 |
0 |
8,500 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
27,725 |
0 |
0 |
27,725 |
| Credit card balance |
727 |
0 |
0 |
727 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
22,199 |
43,752 |
294,202 |
360,153 |
| Total Liabilities |
28,452 |
8,500 |
405,798 |
442,750 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,500 |
3,800 |
0 |
6,300 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
750 |
750 |
| Total Income |
2,500 |
3,800 |
750 |
7,050 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,454 |
1,454 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
264 |
264 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
383 |
0 |
383 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
412 |
0 |
0 |
412 |
| Credit card payments |
50 |
0 |
0 |
50 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
566 |
566 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,000 |
1,000 |
| Total Monthly Income less Expenditure |
2,038 |
3,417 |
-2,534 |
2,921 |
| Total Expenditure |
462 |
383 |
3,284 |
4,129 |