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 |
475,000 |
475,000 |
| Car |
26,000 |
6,000 |
0 |
32,000 |
| Savings (e.g. bank a/c, building society) |
5,000 |
5,000 |
1,000 |
11,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
1,800 |
1,000 |
0 |
2,800 |
| Other Assets |
16,000 |
0 |
0 |
16,000 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
48,800 |
12,000 |
476,000 |
536,800 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
382,500 |
382,500 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
17,901 |
0 |
0 |
17,901 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
22,000 |
0 |
22,000 |
| Credit card balance |
0 |
0 |
0 |
0 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
30,899 |
-10,000 |
93,500 |
114,399 |
| Total Liabilities |
17,901 |
22,000 |
382,500 |
422,401 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,942 |
2,507 |
0 |
5,449 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
2,942 |
2,507 |
0 |
5,449 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,219 |
1,219 |
| 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) |
504 |
0 |
0 |
504 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
385 |
0 |
385 |
| 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 |
485 |
485 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
500 |
500 |
| Total Monthly Income less Expenditure |
2,438 |
2,122 |
-2,204 |
2,356 |
| Total Expenditure |
504 |
385 |
2,204 |
3,093 |