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 |
240,000 |
240,000 |
| Car |
15,000 |
19,000 |
0 |
34,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
8,150 |
8,150 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
15,000 |
19,000 |
248,150 |
282,150 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
197,280 |
197,280 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
1,981 |
0 |
0 |
1,981 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
18,679 |
20,450 |
0 |
39,129 |
| Credit card balance |
1,426 |
0 |
0 |
1,426 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-7,086 |
-1,450 |
50,870 |
42,334 |
| Total Liabilities |
22,086 |
20,450 |
197,280 |
239,816 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,900 |
2,600 |
0 |
6,500 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
3,900 |
2,600 |
0 |
6,500 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
910 |
910 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
52 |
0 |
0 |
52 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
355 |
248 |
0 |
603 |
| Credit card payments |
130 |
0 |
0 |
130 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
379 |
379 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
120 |
100 |
585 |
805 |
| Total Monthly Income less Expenditure |
3,243 |
2,252 |
-1,874 |
3,621 |
| Total Expenditure |
657 |
348 |
1,874 |
2,879 |