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 |
430,000 |
430,000 |
| Car |
4,000 |
20,000 |
0 |
24,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
0 |
0 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
4,000 |
0 |
4,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
4,000 |
24,000 |
430,000 |
458,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
181,237 |
181,237 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
61,300 |
61,300 |
| Personal loans (unsecured) |
0 |
16,000 |
0 |
16,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
200 |
0 |
0 |
200 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
5,800 |
2,000 |
0 |
7,800 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-2,000 |
6,000 |
187,463 |
191,463 |
| Total Liabilities |
6,000 |
18,000 |
242,537 |
266,537 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,100 |
7,000 |
0 |
8,100 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
1,100 |
7,000 |
0 |
8,100 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
770 |
770 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
519 |
519 |
| Personal loans (unsecured) |
0 |
414 |
0 |
414 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
200 |
0 |
0 |
200 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
275 |
500 |
0 |
775 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
35 |
100 |
800 |
935 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
590 |
1,600 |
0 |
2,190 |
| Total Monthly Income less Expenditure |
0 |
4,386 |
-2,089 |
2,297 |
| Total Expenditure |
1,100 |
2,614 |
2,089 |
5,803 |