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 |
625,000 |
625,000 |
| Car |
38,000 |
0 |
0 |
38,000 |
| Savings (e.g. bank a/c, building society) |
19,400 |
0 |
2,000 |
21,400 |
| Investments (e.g. ISA/unit trust/shares etc) |
63,000 |
9,200 |
0 |
72,200 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
120,400 |
9,200 |
627,000 |
756,600 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
45,000 |
45,000 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
300 |
800 |
0 |
1,100 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
13,300 |
7,500 |
0 |
20,800 |
| Credit card balance |
0 |
0 |
0 |
0 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
106,800 |
900 |
582,000 |
689,700 |
| Total Liabilities |
13,600 |
8,300 |
45,000 |
66,900 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,809 |
1,430 |
0 |
3,239 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
95 |
0 |
95 |
| Total Income |
1,809 |
1,525 |
0 |
3,334 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
481 |
481 |
| 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) |
80 |
40 |
0 |
120 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
218 |
312 |
0 |
530 |
| Credit card payments |
0 |
0 |
0 |
0 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
290 |
290 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,000 |
1,000 |
| Total Monthly Income less Expenditure |
1,511 |
1,173 |
-1,771 |
913 |
| Total Expenditure |
298 |
352 |
1,771 |
2,421 |