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 |
500,000 |
500,000 |
| Car |
11,000 |
10,000 |
5,000 |
26,000 |
| Savings (e.g. bank a/c, building society) |
61,000 |
5,000 |
0 |
66,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
1,000 |
0 |
0 |
1,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
130,000 |
130,000 |
| Total Assets |
73,000 |
15,000 |
635,000 |
723,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
164,000 |
164,000 |
| Mortgage - Investment Property |
0 |
0 |
91,000 |
91,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
1,000 |
0 |
1,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
1,500 |
0 |
1,500 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
500 |
0 |
0 |
500 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
72,500 |
12,500 |
380,000 |
465,000 |
| Total Liabilities |
500 |
2,500 |
255,000 |
258,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,500 |
3,600 |
0 |
6,100 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
455 |
455 |
| Total Income |
2,500 |
3,600 |
455 |
6,555 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,279 |
1,279 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
258 |
258 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
87 |
0 |
87 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
20 |
0 |
20 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
15 |
0 |
0 |
15 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
428 |
428 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
600 |
0 |
600 |
| Total Monthly Income less Expenditure |
2,485 |
2,893 |
-1,510 |
3,868 |
| Total Expenditure |
15 |
707 |
1,965 |
2,687 |