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 |
225,000 |
225,000 |
| Car |
15,000 |
0 |
0 |
15,000 |
| Savings (e.g. bank a/c, building society) |
650 |
0 |
0 |
650 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
100,000 |
0 |
0 |
100,000 |
| Total Assets |
115,650 |
0 |
225,000 |
340,650 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
185,129 |
185,129 |
| Mortgage - Investment Property |
72,280 |
0 |
0 |
72,280 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
1,694 |
0 |
0 |
1,694 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
1,000 |
1,000 |
0 |
2,000 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
7,346 |
0 |
0 |
7,346 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
33,330 |
-1,000 |
39,871 |
72,201 |
| Total Liabilities |
82,320 |
1,000 |
185,129 |
268,449 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,100 |
1,950 |
0 |
4,050 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
694 |
0 |
0 |
694 |
| Total Income |
2,794 |
1,950 |
0 |
4,744 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
127 |
0 |
798 |
925 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
255 |
0 |
0 |
255 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
30 |
0 |
0 |
30 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
25 |
20 |
0 |
45 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
170 |
0 |
0 |
170 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
213 |
213 |
0 |
425 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
400 |
400 |
0 |
800 |
| Total Monthly Income less Expenditure |
1,574 |
1,318 |
-798 |
2,094 |
| Total Expenditure |
1,220 |
633 |
798 |
2,650 |