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 |
180,000 |
180,000 |
| Car |
8,000 |
32,000 |
0 |
40,000 |
| Savings (e.g. bank a/c, building society) |
21,000 |
25,000 |
3,000 |
49,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
1,000 |
0 |
0 |
1,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
30,000 |
57,000 |
183,000 |
270,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
91,632 |
91,632 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
7,352 |
0 |
0 |
7,352 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
18,000 |
0 |
18,000 |
| Credit card balance |
10,454 |
0 |
6,494 |
16,948 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
12,194 |
39,000 |
84,874 |
136,068 |
| Total Liabilities |
17,806 |
18,000 |
98,126 |
133,932 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,000 |
3,000 |
0 |
6,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
3,000 |
3,000 |
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 |
522 |
522 |
| 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) |
335 |
0 |
0 |
335 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
408 |
0 |
408 |
| Credit card payments |
235 |
0 |
195 |
430 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
165 |
0 |
0 |
165 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
300 |
300 |
0 |
600 |
| Total Monthly Income less Expenditure |
1,965 |
2,292 |
-717 |
3,540 |
| Total Expenditure |
1,035 |
708 |
717 |
2,460 |