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 |
245,000 |
245,000 |
| Car |
0 |
30,000 |
0 |
30,000 |
| Savings (e.g. bank a/c, building society) |
2,000 |
1,000 |
0 |
3,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
5,000 |
0 |
0 |
5,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
7,000 |
31,000 |
245,000 |
283,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
204,407 |
204,407 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
1,373 |
5,231 |
9,000 |
15,604 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
21,000 |
0 |
21,000 |
| Credit card balance |
500 |
0 |
0 |
500 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
5,127 |
4,769 |
31,593 |
41,489 |
| Total Liabilities |
1,873 |
26,231 |
213,407 |
241,511 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,000 |
1,800 |
0 |
3,800 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
105 |
105 |
| Total Income |
2,000 |
1,800 |
105 |
3,905 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
667 |
667 |
| 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) |
61 |
133 |
258 |
452 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
417 |
0 |
417 |
| Credit card payments |
25 |
0 |
0 |
25 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
212 |
212 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,069 |
1,069 |
| Total Monthly Income less Expenditure |
1,914 |
1,250 |
-2,101 |
1,063 |
| Total Expenditure |
86 |
550 |
2,206 |
2,842 |