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 |
450,000 |
450,000 |
| Car |
30,000 |
10,000 |
0 |
40,000 |
| Savings (e.g. bank a/c, building society) |
20,000 |
20,000 |
0 |
40,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
20,000 |
55,000 |
0 |
75,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
70,000 |
85,000 |
450,000 |
605,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
10,395 |
10,395 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
1,230 |
0 |
0 |
1,230 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
500 |
0 |
0 |
500 |
| Hire purchase balance |
1,743 |
0 |
0 |
1,743 |
| Credit card balance |
575 |
0 |
0 |
575 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
65,952 |
85,000 |
439,605 |
590,557 |
| Total Liabilities |
4,048 |
0 |
10,395 |
14,443 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,100 |
3,700 |
0 |
5,800 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
2,100 |
3,700 |
0 |
5,800 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
200 |
200 |
| 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) |
91 |
0 |
0 |
91 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
5 |
0 |
0 |
5 |
| Hire purchase repayments |
41 |
0 |
0 |
41 |
| Credit card payments |
30 |
0 |
0 |
30 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
200 |
200 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,000 |
1,000 |
| Total Monthly Income less Expenditure |
1,933 |
3,700 |
-1,400 |
4,233 |
| Total Expenditure |
167 |
0 |
1,400 |
1,567 |