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 |
300,000 |
300,000 |
| Car |
35,000 |
0 |
0 |
35,000 |
| Savings (e.g. bank a/c, building society) |
1,000 |
0 |
0 |
1,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
9,265 |
0 |
0 |
9,265 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
45,265 |
0 |
300,000 |
345,265 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
229,000 |
229,000 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
12,320 |
0 |
0 |
12,320 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
34,000 |
0 |
0 |
34,000 |
| Credit card balance |
8,300 |
4,500 |
0 |
12,800 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-9,355 |
-4,500 |
71,000 |
57,145 |
| Total Liabilities |
54,620 |
4,500 |
229,000 |
288,120 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
5,100 |
1,300 |
0 |
6,400 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
5,100 |
1,300 |
0 |
6,400 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
897 |
897 |
| 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) |
327 |
56 |
0 |
383 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
570 |
0 |
0 |
570 |
| Credit card payments |
225 |
150 |
0 |
375 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
250 |
0 |
0 |
250 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
295 |
150 |
150 |
595 |
| Total Monthly Income less Expenditure |
3,433 |
944 |
-1,047 |
3,330 |
| Total Expenditure |
1,667 |
356 |
1,047 |
3,070 |