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 |
310,000 |
310,000 |
| Car |
15,000 |
0 |
0 |
15,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
3,500 |
3,500 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
190,000 |
190,000 |
| Total Assets |
15,000 |
0 |
503,500 |
518,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
262,539 |
262,539 |
| Mortgage - Investment Property |
0 |
0 |
149,312 |
149,312 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
2,000 |
0 |
0 |
2,000 |
| Hire purchase balance |
5,673 |
0 |
0 |
5,673 |
| Credit card balance |
1,592 |
0 |
0 |
1,592 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
5,735 |
0 |
91,649 |
97,384 |
| Total Liabilities |
9,265 |
0 |
411,851 |
421,116 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,200 |
1,713 |
0 |
3,913 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
725 |
725 |
| Total Income |
2,200 |
1,713 |
725 |
4,638 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,080 |
1,080 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
432 |
432 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
30 |
0 |
0 |
30 |
| Hire purchase repayments |
172 |
0 |
0 |
172 |
| Credit card payments |
47 |
0 |
0 |
47 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
401 |
401 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
250 |
300 |
100 |
650 |
| Total Monthly Income less Expenditure |
1,701 |
1,413 |
-1,288 |
1,826 |
| Total Expenditure |
499 |
300 |
2,013 |
2,812 |