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 |
16,000 |
20,000 |
0 |
36,000 |
| Savings (e.g. bank a/c, building society) |
10,000 |
4,000 |
0 |
14,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
1,000 |
6,000 |
0 |
7,000 |
| Other Assets |
7,000 |
10,000 |
0 |
17,000 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
34,000 |
40,000 |
500,000 |
574,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
252,464 |
252,464 |
| 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 |
14,658 |
18,000 |
0 |
32,658 |
| Credit card balance |
686 |
3,000 |
0 |
3,686 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
18,656 |
19,000 |
247,536 |
285,192 |
| Total Liabilities |
15,344 |
21,000 |
252,464 |
288,808 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,500 |
5,100 |
0 |
7,600 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
2,500 |
5,100 |
0 |
7,600 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,054 |
1,054 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
20 |
0 |
0 |
20 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
156 |
360 |
0 |
516 |
| Credit card payments |
0 |
100 |
0 |
100 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
140 |
140 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
300 |
300 |
| Total Monthly Income less Expenditure |
2,324 |
4,640 |
-1,494 |
5,470 |
| Total Expenditure |
176 |
460 |
1,494 |
2,130 |