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 |
0 |
0 |
| Car |
0 |
3,500 |
18,000 |
21,500 |
| Savings (e.g. bank a/c, building society) |
6,300 |
14,000 |
0 |
20,300 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
350,000 |
350,000 |
| Total Assets |
6,300 |
17,500 |
368,000 |
391,800 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
0 |
0 |
| Mortgage - Investment Property |
0 |
0 |
135,951 |
135,951 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
17,776 |
2,500 |
0 |
20,276 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
996 |
0 |
0 |
996 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
17,439 |
8,000 |
0 |
25,439 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-29,911 |
7,000 |
232,049 |
209,138 |
| Total Liabilities |
36,211 |
10,500 |
135,951 |
182,662 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,000 |
2,500 |
0 |
5,500 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
728 |
0 |
1,600 |
2,328 |
| Total Income |
3,728 |
2,500 |
1,600 |
7,828 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
0 |
0 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
528 |
528 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
506 |
396 |
0 |
902 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
30 |
0 |
0 |
30 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
300 |
100 |
0 |
400 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
400 |
400 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
200 |
200 |
| Total Monthly Income less Expenditure |
2,892 |
2,004 |
472 |
5,368 |
| Total Expenditure |
836 |
496 |
1,128 |
2,460 |