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 |
270,000 |
270,000 |
| Car |
25,000 |
15,000 |
0 |
40,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
5,500 |
5,500 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
200,000 |
0 |
0 |
200,000 |
| Total Assets |
225,000 |
15,000 |
275,500 |
515,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
165,000 |
165,000 |
| Mortgage - Investment Property |
130,000 |
0 |
0 |
130,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
15,000 |
0 |
0 |
15,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
1,500 |
0 |
0 |
1,500 |
| Hire purchase balance |
21,000 |
10,000 |
0 |
31,000 |
| Credit card balance |
4,000 |
2,000 |
0 |
6,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
53,500 |
3,000 |
110,500 |
167,000 |
| Total Liabilities |
171,500 |
12,000 |
165,000 |
348,500 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,200 |
3,500 |
0 |
5,700 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
750 |
0 |
0 |
750 |
| Total Income |
2,950 |
3,500 |
0 |
6,450 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
560 |
560 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
250 |
0 |
0 |
250 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
1,300 |
0 |
0 |
1,300 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
50 |
0 |
0 |
50 |
| Hire purchase repayments |
520 |
240 |
0 |
760 |
| Credit card payments |
120 |
150 |
0 |
270 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
500 |
0 |
500 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
250 |
0 |
250 |
| Total Monthly Income less Expenditure |
710 |
2,360 |
-560 |
2,510 |
| Total Expenditure |
2,240 |
1,140 |
560 |
3,940 |