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 |
378,000 |
378,000 |
| Car |
0 |
67,500 |
0 |
67,500 |
| Savings (e.g. bank a/c, building society) |
200 |
10,000 |
2,000 |
12,200 |
| Investments (e.g. ISA/unit trust/shares etc) |
60,300 |
235,000 |
0 |
295,300 |
| Other Assets |
25,000 |
30,000 |
0 |
55,000 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
85,500 |
342,500 |
380,000 |
808,000 |
| 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 |
5,289 |
0 |
5,289 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
25,000 |
0 |
25,000 |
| Credit card balance |
0 |
0 |
0 |
0 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
640 |
0 |
0 |
640 |
| Total Assets less Liabilities |
84,860 |
312,211 |
163,000 |
560,071 |
| Total Liabilities |
640 |
30,289 |
217,000 |
247,929 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
658 |
1,000 |
0 |
1,658 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
3,167 |
0 |
3,167 |
| Total Income |
658 |
4,167 |
0 |
4,825 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
798 |
798 |
| 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) |
0 |
447 |
0 |
447 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
544 |
0 |
544 |
| Credit card payments |
0 |
0 |
0 |
0 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
390 |
390 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
40 |
0 |
1,000 |
1,040 |
| Total Monthly Income less Expenditure |
618 |
3,176 |
-2,188 |
1,606 |
| Total Expenditure |
40 |
991 |
2,188 |
3,219 |