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 |
615,000 |
615,000 |
| Car |
7,000 |
0 |
0 |
7,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
0 |
0 |
| Investments (e.g. ISA/unit trust/shares etc) |
5,000 |
0 |
0 |
5,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
12,000 |
0 |
615,000 |
627,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
251,872 |
251,872 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
123,000 |
123,000 |
| Personal loans (unsecured) |
10,447 |
13,000 |
0 |
23,447 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
1,408 |
0 |
0 |
1,408 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
13,608 |
0 |
0 |
13,608 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
27 |
0 |
0 |
27 |
| Total Assets less Liabilities |
-13,490 |
-13,000 |
240,128 |
213,638 |
| Total Liabilities |
25,490 |
13,000 |
374,872 |
413,362 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,500 |
3,500 |
0 |
6,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
2,500 |
3,500 |
0 |
6,000 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,060 |
1,060 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
150 |
150 |
| Personal loans (unsecured) |
497 |
254 |
0 |
751 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
10 |
0 |
0 |
10 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
300 |
0 |
0 |
300 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
450 |
450 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
600 |
600 |
| Total Monthly Income less Expenditure |
1,693 |
3,246 |
-2,260 |
2,679 |
| Total Expenditure |
807 |
254 |
2,260 |
3,321 |