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 |
950,000 |
950,000 |
| Car |
15,000 |
35,000 |
0 |
50,000 |
| Savings (e.g. bank a/c, building society) |
5,000 |
60,000 |
0 |
65,000 |
| 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 |
20,000 |
95,000 |
950,000 |
1,065,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
675,424 |
675,424 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
410 |
0 |
410 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
4,900 |
9,697 |
0 |
14,597 |
| Credit card balance |
6,500 |
11,453 |
0 |
17,953 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
8,600 |
73,440 |
274,576 |
356,616 |
| Total Liabilities |
11,400 |
21,560 |
675,424 |
708,384 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,137 |
7,293 |
0 |
10,430 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
3,137 |
7,293 |
0 |
10,430 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
2,106 |
2,106 |
| 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) |
0 |
25 |
0 |
25 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
271 |
646 |
0 |
917 |
| Credit card payments |
195 |
300 |
0 |
495 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
50 |
60 |
650 |
760 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
500 |
2,100 |
0 |
2,600 |
| Total Monthly Income less Expenditure |
2,121 |
4,162 |
-2,756 |
3,527 |
| Total Expenditure |
1,016 |
3,131 |
2,756 |
6,903 |