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 |
280,000 |
410,000 |
0 |
690,000 |
| Car |
5,000 |
26,000 |
0 |
31,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
0 |
0 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
120,000 |
0 |
0 |
120,000 |
| Total Assets |
405,000 |
436,000 |
0 |
841,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
79,000 |
0 |
79,000 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
2,755 |
0 |
0 |
2,755 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
8,031 |
0 |
0 |
8,031 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
394,214 |
357,000 |
0 |
751,214 |
| Total Liabilities |
10,786 |
79,000 |
0 |
89,786 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
900 |
3,000 |
0 |
3,900 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
550 |
0 |
0 |
550 |
| Total Income |
1,450 |
3,000 |
0 |
4,450 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
480 |
0 |
480 |
| 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) |
485 |
0 |
0 |
485 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
100 |
0 |
0 |
100 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
350 |
0 |
350 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
300 |
0 |
300 |
| Total Monthly Income less Expenditure |
865 |
1,870 |
0 |
2,735 |
| Total Expenditure |
585 |
1,130 |
0 |
1,715 |