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 |
46,800 |
18,000 |
0 |
64,800 |
| Savings (e.g. bank a/c, building society) |
20,000 |
0 |
1,056 |
21,056 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
66,800 |
18,000 |
301,056 |
385,856 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
173,482 |
173,482 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
17,482 |
6,133 |
0 |
23,615 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
43,136 |
12,494 |
0 |
55,630 |
| Credit card balance |
5,556 |
4,567 |
0 |
10,123 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
626 |
-5,194 |
127,574 |
123,006 |
| Total Liabilities |
66,174 |
23,194 |
173,482 |
262,850 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
4,500 |
2,282 |
0 |
6,782 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
4,500 |
2,282 |
0 |
6,782 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,115 |
1,115 |
| 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) |
399 |
197 |
0 |
596 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
500 |
244 |
0 |
744 |
| Credit card payments |
200 |
200 |
0 |
400 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
382 |
0 |
0 |
382 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
100 |
68 |
889 |
1,057 |
| Total Monthly Income less Expenditure |
2,919 |
1,573 |
-2,004 |
2,488 |
| Total Expenditure |
1,581 |
709 |
2,004 |
4,294 |