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 |
550,000 |
550,000 |
| Car |
0 |
0 |
35,000 |
35,000 |
| Savings (e.g. bank a/c, building society) |
6,500 |
0 |
0 |
6,500 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
35,000 |
35,000 |
| Investment Property |
0 |
320,000 |
0 |
320,000 |
| Total Assets |
6,500 |
320,000 |
620,000 |
946,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
175,000 |
175,000 |
| Mortgage - Investment Property |
0 |
229,000 |
0 |
229,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
20,000 |
0 |
0 |
20,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
1,000 |
1,000 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
16,822 |
0 |
0 |
16,822 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-30,322 |
91,000 |
444,000 |
504,678 |
| Total Liabilities |
36,822 |
229,000 |
176,000 |
441,822 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,250 |
2,250 |
0 |
4,500 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
550 |
550 |
0 |
1,100 |
| Total Income |
2,800 |
2,800 |
0 |
5,600 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
278 |
278 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
625 |
0 |
625 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
428 |
0 |
0 |
428 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
187 |
0 |
0 |
187 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
300 |
300 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
800 |
800 |
| Total Monthly Income less Expenditure |
2,185 |
2,175 |
-1,378 |
2,982 |
| Total Expenditure |
615 |
625 |
1,378 |
2,618 |