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 |
0 |
75,000 |
0 |
75,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
120,000 |
120,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
40,000 |
40,000 |
0 |
80,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
40,000 |
115,000 |
430,000 |
585,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
278,974 |
278,974 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
2,000 |
0 |
2,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
44,000 |
0 |
44,000 |
| Credit card balance |
3,261 |
0 |
0 |
3,261 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
36,739 |
69,000 |
151,026 |
256,765 |
| Total Liabilities |
3,261 |
46,000 |
278,974 |
328,235 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,300 |
3,590 |
0 |
6,890 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
3,300 |
3,590 |
0 |
6,890 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,366 |
1,366 |
| 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) |
0 |
272 |
0 |
272 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
473 |
0 |
473 |
| Credit card payments |
35 |
0 |
0 |
35 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
200 |
200 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
800 |
800 |
| Total Monthly Income less Expenditure |
3,265 |
2,845 |
-2,366 |
3,744 |
| Total Expenditure |
35 |
745 |
2,366 |
3,146 |