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 |
160,000 |
500,000 |
660,000 |
| 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) |
21,000 |
21,000 |
0 |
42,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
25,500 |
186,000 |
500,000 |
711,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
112,500 |
215,547 |
328,047 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
48,736 |
0 |
0 |
48,736 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
11,894 |
2,000 |
0 |
13,894 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-35,130 |
71,500 |
284,453 |
320,823 |
| Total Liabilities |
60,630 |
114,500 |
215,547 |
390,677 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
0 |
2,500 |
0 |
2,500 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
775 |
0 |
775 |
| Total Income |
0 |
3,275 |
0 |
3,275 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
227 |
1,084 |
1,311 |
| 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) |
821 |
0 |
0 |
821 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
282 |
60 |
0 |
342 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
450 |
450 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
200 |
200 |
| Total Monthly Income less Expenditure |
-1,103 |
2,988 |
-1,734 |
151 |
| Total Expenditure |
1,103 |
287 |
1,734 |
3,124 |