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 |
395,000 |
395,000 |
| Car |
3,800 |
0 |
0 |
3,800 |
| Savings (e.g. bank a/c, building society) |
1,700 |
200 |
0 |
1,900 |
| Investments (e.g. ISA/unit trust/shares etc) |
1,200 |
0 |
0 |
1,200 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
330,000 |
0 |
330,000 |
| Total Assets |
6,700 |
330,200 |
395,000 |
731,900 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
230,000 |
230,000 |
| Mortgage - Investment Property |
0 |
244,000 |
0 |
244,000 |
| Personal loans (Secured) |
0 |
0 |
22,000 |
22,000 |
| Personal loans (unsecured) |
4,500 |
4,700 |
0 |
9,200 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
4,500 |
3,400 |
0 |
7,900 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-2,300 |
78,100 |
143,000 |
218,800 |
| Total Liabilities |
9,000 |
252,100 |
252,000 |
513,100 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,200 |
2,300 |
0 |
5,500 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
1,450 |
0 |
1,450 |
| Total Income |
3,200 |
3,750 |
0 |
6,950 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,067 |
1,067 |
| Rental payments (if applicable) |
0 |
381 |
0 |
381 |
| Investment property - mortgage, management charges & ground rent |
0 |
20 |
0 |
20 |
| Personal loans (Secured) |
0 |
0 |
222 |
222 |
| Personal loans (unsecured) |
277 |
278 |
0 |
555 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
70 |
80 |
0 |
150 |
| HMRC payments (unpaid only) |
120 |
70 |
0 |
190 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
232 |
90 |
0 |
322 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
160 |
80 |
0 |
240 |
| Total Monthly Income less Expenditure |
2,341 |
2,751 |
-1,289 |
3,803 |
| Total Expenditure |
859 |
999 |
1,289 |
3,147 |