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 |
375,000 |
375,000 |
| Car |
0 |
0 |
0 |
0 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
0 |
0 |
| Investments (e.g. ISA/unit trust/shares etc) |
42,000 |
0 |
0 |
42,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
190,000 |
190,000 |
| Total Assets |
42,000 |
0 |
565,000 |
607,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
135,000 |
135,000 |
| Mortgage - Investment Property |
0 |
0 |
129,000 |
129,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
29,500 |
0 |
0 |
29,500 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
8,000 |
8,300 |
0 |
16,300 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
4,500 |
-8,300 |
301,000 |
297,200 |
| Total Liabilities |
37,500 |
8,300 |
264,000 |
309,800 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
4,600 |
1,200 |
0 |
5,800 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
875 |
875 |
| Total Income |
4,600 |
1,200 |
875 |
6,675 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
739 |
739 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
244 |
244 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
1,061 |
0 |
0 |
1,061 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
209 |
380 |
0 |
589 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
348 |
0 |
0 |
348 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
190 |
480 |
0 |
670 |
| Total Monthly Income less Expenditure |
2,792 |
340 |
-108 |
3,024 |
| Total Expenditure |
1,808 |
860 |
983 |
3,651 |