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 |
420,000 |
420,000 |
| Car |
40,000 |
0 |
0 |
40,000 |
| Savings (e.g. bank a/c, building society) |
1,000 |
2,500 |
0 |
3,500 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
5,000 |
3,000 |
0 |
8,000 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
46,000 |
5,500 |
420,000 |
471,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
254,037 |
254,037 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
3,270 |
0 |
0 |
3,270 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
37,000 |
0 |
0 |
37,000 |
| Credit card balance |
15,164 |
1,000 |
0 |
16,164 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-9,434 |
4,500 |
165,963 |
161,029 |
| Total Liabilities |
55,434 |
1,000 |
254,037 |
310,471 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,607 |
2,126 |
0 |
4,733 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
104 |
0 |
104 |
| Total Income |
2,607 |
2,230 |
0 |
4,837 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
896 |
896 |
| 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) |
91 |
0 |
0 |
91 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
599 |
0 |
0 |
599 |
| Credit card payments |
210 |
30 |
0 |
240 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
545 |
545 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
263 |
450 |
650 |
1,363 |
| Total Monthly Income less Expenditure |
1,444 |
1,750 |
-2,091 |
1,103 |
| Total Expenditure |
1,163 |
480 |
2,091 |
3,734 |