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 |
350,000 |
350,000 |
| Car |
13,000 |
0 |
0 |
13,000 |
| Savings (e.g. bank a/c, building society) |
0 |
85,000 |
5,000 |
90,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
40,000 |
0 |
0 |
40,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
150,000 |
150,000 |
| Total Assets |
53,000 |
85,000 |
505,000 |
643,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
193,483 |
193,483 |
| Mortgage - Investment Property |
0 |
0 |
96,992 |
96,992 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
33,615 |
0 |
0 |
33,615 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
17,327 |
0 |
0 |
17,327 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
2,058 |
85,000 |
214,525 |
301,583 |
| Total Liabilities |
50,942 |
0 |
290,475 |
341,417 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
0 |
1,550 |
0 |
1,550 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
550 |
550 |
| Total Income |
0 |
1,550 |
550 |
2,100 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,227 |
1,227 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
169 |
169 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
578 |
0 |
0 |
578 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
180 |
0 |
0 |
180 |
| 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 |
-758 |
1,550 |
-1,846 |
-1,054 |
| Total Expenditure |
758 |
0 |
2,396 |
3,154 |