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 |
345,000 |
345,000 |
| Car |
28,500 |
0 |
0 |
28,500 |
| Savings (e.g. bank a/c, building society) |
32,000 |
43,000 |
0 |
75,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
80,000 |
80,000 |
| Total Assets |
60,500 |
43,000 |
425,000 |
528,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
205,000 |
205,000 |
| Mortgage - Investment Property |
0 |
0 |
72,000 |
72,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
24,500 |
24,500 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
18,000 |
18,000 |
| Credit card balance |
15,000 |
7,000 |
0 |
22,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
45,500 |
36,000 |
105,500 |
187,000 |
| Total Liabilities |
15,000 |
7,000 |
319,500 |
341,500 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,600 |
2,500 |
0 |
6,100 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
425 |
425 |
| Total Income |
3,600 |
2,500 |
425 |
6,525 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,211 |
1,211 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
395 |
395 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
950 |
0 |
0 |
950 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
385 |
0 |
0 |
385 |
| Credit card payments |
400 |
200 |
0 |
600 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
400 |
400 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
600 |
600 |
| Total Monthly Income less Expenditure |
1,865 |
2,300 |
-2,181 |
1,984 |
| Total Expenditure |
1,735 |
200 |
2,606 |
4,541 |