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 |
700,000 |
700,000 |
| Car |
0 |
50,000 |
0 |
50,000 |
| Savings (e.g. bank a/c, building society) |
30,000 |
0 |
0 |
30,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
505,000 |
505,000 |
| Total Assets |
30,000 |
50,000 |
1,205,000 |
1,285,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
380,000 |
380,000 |
| Mortgage - Investment Property |
0 |
0 |
300,000 |
300,000 |
| 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 |
5,579 |
3,000 |
0 |
8,579 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
24,421 |
47,000 |
525,000 |
596,421 |
| Total Liabilities |
5,579 |
3,000 |
680,000 |
688,579 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
0 |
3,650 |
0 |
3,650 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
541 |
666 |
0 |
1,207 |
| Total Income |
541 |
4,316 |
0 |
4,857 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,800 |
1,800 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
662 |
662 |
| 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 |
50 |
50 |
0 |
100 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
350 |
350 |
700 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
350 |
0 |
350 |
| Total Monthly Income less Expenditure |
491 |
3,566 |
-2,812 |
1,245 |
| Total Expenditure |
50 |
750 |
2,812 |
3,612 |