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 |
370,000 |
370,000 |
| Car |
18,000 |
5,000 |
20,000 |
43,000 |
| Savings (e.g. bank a/c, building society) |
5,000 |
0 |
0 |
5,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
6,500 |
90,000 |
0 |
96,500 |
| Other Assets |
15,000 |
0 |
0 |
15,000 |
| Investment Property |
0 |
0 |
120,000 |
120,000 |
| Total Assets |
44,500 |
95,000 |
510,000 |
649,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
94,000 |
94,000 |
| Mortgage - Investment Property |
0 |
0 |
22,000 |
22,000 |
| 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 |
240 |
0 |
0 |
240 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
44,260 |
95,000 |
394,000 |
533,260 |
| Total Liabilities |
240 |
0 |
116,000 |
116,240 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,952 |
3,700 |
0 |
5,652 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
900 |
0 |
600 |
1,500 |
| Total Income |
2,852 |
3,700 |
600 |
7,152 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,085 |
1,085 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
300 |
300 |
| 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 |
40 |
0 |
0 |
40 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
340 |
340 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
200 |
240 |
700 |
1,140 |
| Total Monthly Income less Expenditure |
2,612 |
3,460 |
-1,825 |
4,247 |
| Total Expenditure |
240 |
240 |
2,425 |
2,905 |