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 |
950,000 |
950,000 |
| Car |
6,000 |
18,000 |
0 |
24,000 |
| Savings (e.g. bank a/c, building society) |
0 |
85,000 |
0 |
85,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
18,000 |
20,000 |
0 |
38,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
24,000 |
123,000 |
950,000 |
1,097,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
138,243 |
138,243 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
2,600 |
0 |
0 |
2,600 |
| Hire purchase balance |
400 |
0 |
0 |
400 |
| Credit card balance |
33,000 |
0 |
0 |
33,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-12,000 |
123,000 |
811,757 |
922,757 |
| Total Liabilities |
36,000 |
0 |
138,243 |
174,243 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
0 |
1,800 |
0 |
1,800 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
0 |
1,800 |
0 |
1,800 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,318 |
1,318 |
| 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) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
19 |
0 |
0 |
19 |
| Credit card payments |
38 |
0 |
0 |
38 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
259 |
325 |
0 |
584 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
80 |
150 |
0 |
230 |
| Total Monthly Income less Expenditure |
-396 |
1,325 |
-1,318 |
-389 |
| Total Expenditure |
396 |
475 |
1,318 |
2,189 |