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 |
650,000 |
650,000 |
| Car |
0 |
0 |
22,000 |
22,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
60,000 |
60,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
130,000 |
130,000 |
| Total Assets |
0 |
0 |
862,000 |
862,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
413,696 |
413,696 |
| Mortgage - Investment Property |
0 |
0 |
67,000 |
67,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
35,000 |
48,000 |
0 |
83,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
3,000 |
8,000 |
0 |
11,000 |
| Hire purchase balance |
9,537 |
0 |
0 |
9,537 |
| Credit card balance |
20,673 |
16,564 |
0 |
37,237 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-68,210 |
-72,564 |
381,304 |
240,530 |
| Total Liabilities |
68,210 |
72,564 |
480,696 |
621,470 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
6,500 |
6,500 |
0 |
13,000 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
732 |
0 |
732 |
| Total Income |
6,500 |
7,232 |
0 |
13,732 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,600 |
1,600 |
| 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) |
900 |
1,150 |
0 |
2,050 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
50 |
50 |
0 |
100 |
| Hire purchase repayments |
195 |
0 |
0 |
195 |
| Credit card payments |
600 |
300 |
0 |
900 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
400 |
400 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
300 |
300 |
| Total Monthly Income less Expenditure |
4,755 |
5,732 |
-2,300 |
8,187 |
| Total Expenditure |
1,745 |
1,500 |
2,300 |
5,545 |