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 |
500,000 |
500,000 |
| Car |
1,000 |
18,000 |
0 |
19,000 |
| Savings (e.g. bank a/c, building society) |
37,000 |
0 |
0 |
37,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
38,600 |
6,000 |
0 |
44,600 |
| Other Assets |
65,000 |
0 |
0 |
65,000 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
141,600 |
24,000 |
500,000 |
665,600 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
249,000 |
249,000 |
| 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 |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
12,000 |
0 |
12,000 |
| Credit card balance |
0 |
0 |
0 |
0 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
141,600 |
12,000 |
251,000 |
404,600 |
| Total Liabilities |
0 |
12,000 |
249,000 |
261,000 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,000 |
1,800 |
0 |
4,800 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
230 |
0 |
230 |
| Total Income |
3,000 |
2,030 |
0 |
5,030 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,350 |
1,350 |
| 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 |
0 |
230 |
0 |
230 |
| Credit card payments |
0 |
0 |
0 |
0 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
450 |
0 |
0 |
450 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
480 |
480 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
200 |
200 |
500 |
900 |
| Total Monthly Income less Expenditure |
2,350 |
1,600 |
-2,330 |
1,620 |
| Total Expenditure |
650 |
430 |
2,330 |
3,410 |