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 |
315,000 |
315,000 |
| Car |
16,000 |
25,000 |
0 |
41,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
0 |
0 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
5,000 |
15,000 |
0 |
20,000 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
21,000 |
40,000 |
315,000 |
376,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
182,000 |
182,000 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
8,830 |
0 |
0 |
8,830 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
20,398 |
0 |
20,398 |
| Credit card balance |
14,587 |
9,500 |
0 |
24,087 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-2,417 |
10,102 |
133,000 |
140,685 |
| Total Liabilities |
23,417 |
29,898 |
182,000 |
235,315 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
5,850 |
1,940 |
0 |
7,790 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
4,153 |
0 |
0 |
4,153 |
| Total Income |
10,003 |
1,940 |
0 |
11,943 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,150 |
1,150 |
| 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) |
528 |
0 |
0 |
528 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
434 |
0 |
434 |
| Credit card payments |
450 |
450 |
0 |
900 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
210 |
210 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,700 |
1,700 |
| Total Monthly Income less Expenditure |
9,025 |
1,056 |
-3,060 |
7,021 |
| Total Expenditure |
978 |
884 |
3,060 |
4,922 |