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 |
1,200,000 |
1,200,000 |
| Car |
45,000 |
90,000 |
0 |
135,000 |
| Savings (e.g. bank a/c, building society) |
0 |
150,000 |
0 |
150,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
12,000 |
5,000 |
5,000 |
22,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
57,000 |
245,000 |
1,205,000 |
1,507,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
659,000 |
659,000 |
| 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 |
2,000 |
0 |
0 |
2,000 |
| Hire purchase balance |
0 |
104,474 |
0 |
104,474 |
| Credit card balance |
17,576 |
0 |
0 |
17,576 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
37,424 |
140,526 |
546,000 |
723,950 |
| Total Liabilities |
19,576 |
104,474 |
659,000 |
783,050 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
5,331 |
5,650 |
0 |
10,981 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
5,331 |
5,650 |
0 |
10,981 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
2,871 |
2,871 |
| 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 |
30 |
0 |
0 |
30 |
| Hire purchase repayments |
0 |
1,370 |
0 |
1,370 |
| Credit card payments |
476 |
0 |
0 |
476 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
453 |
453 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
599 |
599 |
| Total Monthly Income less Expenditure |
4,825 |
4,280 |
-3,923 |
5,182 |
| Total Expenditure |
506 |
1,370 |
3,923 |
5,799 |