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 |
100,000 |
100,000 |
| Car |
0 |
0 |
0 |
0 |
| Savings (e.g. bank a/c, building society) |
0 |
8,000 |
2,500 |
10,500 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
29,000 |
0 |
0 |
29,000 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
29,000 |
8,000 |
102,500 |
139,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
21,000 |
21,000 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
7,850 |
8,000 |
0 |
15,850 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
800 |
0 |
0 |
800 |
| Credit card balance |
10,000 |
1,200 |
0 |
11,200 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
10,350 |
-1,200 |
81,500 |
90,650 |
| Total Liabilities |
18,650 |
9,200 |
21,000 |
48,850 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,850 |
0 |
0 |
1,850 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
602 |
980 |
0 |
1,582 |
| Total Income |
2,452 |
980 |
0 |
3,432 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
385 |
385 |
| 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) |
440 |
170 |
0 |
610 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
43 |
0 |
0 |
43 |
| Credit card payments |
250 |
50 |
0 |
300 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
325 |
0 |
35 |
360 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
800 |
200 |
20 |
1,020 |
| Total Monthly Income less Expenditure |
594 |
560 |
-440 |
714 |
| Total Expenditure |
1,858 |
420 |
440 |
2,718 |