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 |
0 |
0 |
30,000 |
30,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
0 |
0 |
| Investments (e.g. ISA/unit trust/shares etc) |
100 |
0 |
0 |
100 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
100 |
0 |
830,000 |
830,100 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
447,493 |
447,493 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
19,982 |
40,000 |
0 |
59,982 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
1,700 |
0 |
3,000 |
4,700 |
| Hire purchase balance |
2,815 |
0 |
0 |
2,815 |
| Credit card balance |
17,491 |
200 |
0 |
17,691 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
17,000 |
17,000 |
| Total Assets less Liabilities |
-41,888 |
-40,200 |
362,507 |
280,419 |
| Total Liabilities |
41,988 |
40,200 |
467,493 |
549,681 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,750 |
3,750 |
0 |
7,500 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
3,750 |
3,750 |
0 |
7,500 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
2,100 |
2,100 |
| 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) |
339 |
0 |
0 |
339 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
20 |
0 |
45 |
65 |
| Hire purchase repayments |
74 |
0 |
0 |
74 |
| Credit card payments |
350 |
20 |
0 |
370 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
420 |
420 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
200 |
250 |
250 |
700 |
| Total Monthly Income less Expenditure |
2,767 |
3,480 |
-2,815 |
3,432 |
| Total Expenditure |
983 |
270 |
2,815 |
4,068 |