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 |
3,000 |
3,000 |
0 |
6,000 |
| Savings (e.g. bank a/c, building society) |
1,500 |
2,000 |
0 |
3,500 |
| Investments (e.g. ISA/unit trust/shares etc) |
23,000 |
27,000 |
0 |
50,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
170,000 |
0 |
170,000 |
| Total Assets |
27,500 |
202,000 |
550,000 |
779,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
216,000 |
216,000 |
| Mortgage - Investment Property |
0 |
112,000 |
0 |
112,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
47,000 |
0 |
0 |
47,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
12,000 |
2,000 |
0 |
14,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-31,500 |
88,000 |
334,000 |
390,500 |
| Total Liabilities |
59,000 |
114,000 |
216,000 |
389,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
0 |
27,000 |
0 |
27,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
1,900 |
0 |
1,900 |
| Total Income |
0 |
28,900 |
0 |
28,900 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
400 |
1,075 |
1,475 |
| 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) |
895 |
0 |
0 |
895 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
350 |
60 |
0 |
410 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
100 |
0 |
480 |
580 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
100 |
100 |
100 |
300 |
| Total Monthly Income less Expenditure |
-1,445 |
28,340 |
-1,655 |
25,240 |
| Total Expenditure |
1,445 |
560 |
1,655 |
3,660 |