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 |
220,000 |
0 |
0 |
220,000 |
| Car |
10,000 |
8,000 |
0 |
18,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
0 |
0 |
| Investments (e.g. ISA/unit trust/shares etc) |
10,000 |
0 |
0 |
10,000 |
| Other Assets |
3,500 |
0 |
0 |
3,500 |
| Investment Property |
140,000 |
0 |
0 |
140,000 |
| Total Assets |
383,500 |
8,000 |
0 |
391,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
157,000 |
0 |
0 |
157,000 |
| Mortgage - Investment Property |
128,000 |
0 |
0 |
128,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
30,000 |
0 |
0 |
30,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
1,800 |
0 |
0 |
1,800 |
| Hire purchase balance |
9,800 |
0 |
0 |
9,800 |
| Credit card balance |
8,000 |
0 |
0 |
8,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
48,900 |
8,000 |
0 |
56,900 |
| Total Liabilities |
334,600 |
0 |
0 |
334,600 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,000 |
0 |
0 |
3,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
1,600 |
1,600 |
0 |
3,200 |
| Total Income |
4,600 |
1,600 |
0 |
6,200 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
640 |
0 |
0 |
640 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
280 |
0 |
0 |
280 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
600 |
0 |
0 |
600 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
100 |
0 |
0 |
100 |
| Hire purchase repayments |
230 |
0 |
0 |
230 |
| Credit card payments |
400 |
0 |
0 |
400 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
320 |
0 |
0 |
320 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
350 |
0 |
0 |
350 |
| Total Monthly Income less Expenditure |
1,680 |
1,600 |
0 |
3,280 |
| Total Expenditure |
2,920 |
0 |
0 |
2,920 |