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 |
225,000 |
0 |
0 |
225,000 |
| Car |
45,000 |
2,500 |
0 |
47,500 |
| Savings (e.g. bank a/c, building society) |
5,100 |
0 |
170 |
5,270 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
275,100 |
2,500 |
170 |
277,770 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
79,929 |
0 |
0 |
79,929 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
11,188 |
2,569 |
0 |
13,757 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
5,972 |
6,193 |
0 |
12,165 |
| Unpaid income tax |
0 |
1,000 |
0 |
1,000 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
178,011 |
-7,262 |
170 |
170,919 |
| Total Liabilities |
97,089 |
9,762 |
0 |
106,851 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,636 |
2,167 |
0 |
4,803 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
173 |
0 |
0 |
173 |
| Total Income |
2,809 |
2,167 |
0 |
4,976 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
600 |
0 |
0 |
600 |
| 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) |
276 |
218 |
0 |
494 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
200 |
200 |
0 |
400 |
| HMRC payments (unpaid only) |
0 |
500 |
0 |
500 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
145 |
145 |
0 |
290 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
1,000 |
700 |
0 |
1,700 |
| Total Monthly Income less Expenditure |
588 |
404 |
0 |
992 |
| Total Expenditure |
2,221 |
1,763 |
0 |
3,984 |