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 |
270,000 |
0 |
270,000 |
| Car |
24,000 |
8,000 |
0 |
32,000 |
| Savings (e.g. bank a/c, building society) |
2,100 |
10,000 |
8,900 |
21,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
59,500 |
0 |
0 |
59,500 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
190,000 |
0 |
0 |
190,000 |
| Total Assets |
275,600 |
288,000 |
8,900 |
572,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
130,000 |
0 |
130,000 |
| Mortgage - Investment Property |
139,000 |
0 |
0 |
139,000 |
| 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 |
0 |
0 |
0 |
0 |
| Credit card balance |
4,534 |
700 |
0 |
5,234 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
748 |
0 |
0 |
748 |
| Total Assets less Liabilities |
131,318 |
157,300 |
8,900 |
297,518 |
| Total Liabilities |
144,282 |
130,700 |
0 |
274,982 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
0 |
4,323 |
0 |
4,323 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
995 |
0 |
0 |
995 |
| Total Income |
995 |
4,323 |
0 |
5,318 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
550 |
0 |
550 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
527 |
0 |
0 |
527 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
150 |
30 |
0 |
180 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
500 |
0 |
500 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
600 |
600 |
| Total Monthly Income less Expenditure |
318 |
3,243 |
-600 |
2,961 |
| Total Expenditure |
677 |
1,080 |
600 |
2,357 |