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 |
0 |
0 |
| Car |
25,000 |
15,000 |
0 |
40,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
385,000 |
385,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
27,000 |
0 |
27,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
285,000 |
285,000 |
| Total Assets |
25,000 |
42,000 |
670,000 |
737,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
0 |
0 |
| Mortgage - Investment Property |
0 |
0 |
127,000 |
127,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
6,900 |
0 |
0 |
6,900 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
22,000 |
12,000 |
0 |
34,000 |
| Credit card balance |
0 |
0 |
0 |
0 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-3,900 |
30,000 |
543,000 |
569,100 |
| Total Liabilities |
28,900 |
12,000 |
127,000 |
167,900 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,500 |
475 |
0 |
1,975 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
883 |
993 |
2,580 |
4,456 |
| Total Income |
2,383 |
1,468 |
2,580 |
6,431 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
0 |
0 |
| Rental payments (if applicable) |
0 |
0 |
1,500 |
1,500 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
735 |
735 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
250 |
0 |
0 |
250 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
350 |
220 |
0 |
570 |
| Credit card payments |
0 |
0 |
0 |
0 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
71 |
0 |
0 |
71 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
450 |
450 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
200 |
200 |
600 |
1,000 |
| Total Monthly Income less Expenditure |
1,512 |
1,048 |
-705 |
1,855 |
| Total Expenditure |
871 |
420 |
3,285 |
4,576 |