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 |
300,000 |
300,000 |
| Car |
0 |
4,000 |
0 |
4,000 |
| Savings (e.g. bank a/c, building society) |
0 |
20,000 |
0 |
20,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
70,000 |
0 |
70,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
150,000 |
0 |
150,000 |
| Total Assets |
0 |
244,000 |
300,000 |
544,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
134,083 |
134,083 |
| Mortgage - Investment Property |
0 |
53,500 |
0 |
53,500 |
| Personal loans (Secured) |
0 |
0 |
46,613 |
46,613 |
| Personal loans (unsecured) |
31,211 |
2,200 |
0 |
33,411 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
750 |
750 |
| Hire purchase balance |
9,611 |
0 |
0 |
9,611 |
| Credit card balance |
4,794 |
740 |
0 |
5,534 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-45,616 |
187,560 |
118,554 |
260,498 |
| Total Liabilities |
45,616 |
56,440 |
181,446 |
283,502 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,793 |
1,500 |
0 |
3,293 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
750 |
170 |
920 |
| Total Income |
1,793 |
2,250 |
170 |
4,213 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
511 |
511 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
495 |
0 |
495 |
| Personal loans (Secured) |
0 |
0 |
339 |
339 |
| Personal loans (unsecured) |
673 |
100 |
0 |
773 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
10 |
10 |
| Hire purchase repayments |
196 |
0 |
0 |
196 |
| Credit card payments |
100 |
50 |
0 |
150 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
190 |
190 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
100 |
100 |
50 |
250 |
| Total Monthly Income less Expenditure |
724 |
1,505 |
-930 |
1,299 |
| Total Expenditure |
1,069 |
745 |
1,100 |
2,914 |