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 |
110,000 |
110,000 |
| Car |
3,000 |
1,000 |
0 |
4,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
0 |
0 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
10,000 |
10,000 |
0 |
20,000 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
13,000 |
11,000 |
110,000 |
134,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
84,000 |
84,000 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
10,000 |
0 |
0 |
10,000 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
900 |
0 |
0 |
900 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
4,000 |
1,500 |
0 |
5,500 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
5,000 |
0 |
0 |
5,000 |
| Total Assets less Liabilities |
-6,900 |
9,500 |
26,000 |
28,600 |
| Total Liabilities |
19,900 |
1,500 |
84,000 |
105,400 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
0 |
3,200 |
0 |
3,200 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
400 |
0 |
0 |
400 |
| Total Income |
400 |
3,200 |
0 |
3,600 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
290 |
290 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
335 |
133 |
0 |
468 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
12 |
0 |
0 |
12 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
200 |
140 |
0 |
340 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
195 |
0 |
0 |
195 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
400 |
200 |
0 |
600 |
| Total Monthly Income less Expenditure |
-742 |
2,727 |
-290 |
1,695 |
| Total Expenditure |
1,142 |
473 |
290 |
1,905 |