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 |
280,000 |
280,000 |
| Car |
13,000 |
24,000 |
0 |
37,000 |
| Savings (e.g. bank a/c, building society) |
0 |
40,000 |
8,000 |
48,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
15,000 |
10,000 |
0 |
25,000 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
28,000 |
74,000 |
288,000 |
390,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
83,000 |
83,000 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
4,305 |
4,000 |
0 |
8,305 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
27,000 |
0 |
27,000 |
| Credit card balance |
2,432 |
201 |
0 |
2,633 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
21,263 |
42,799 |
205,000 |
269,062 |
| Total Liabilities |
6,737 |
31,201 |
83,000 |
120,938 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
0 |
6,679 |
0 |
6,679 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
0 |
6,679 |
0 |
6,679 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,100 |
1,100 |
| 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) |
150 |
99 |
0 |
249 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
480 |
0 |
480 |
| Credit card payments |
100 |
10 |
0 |
110 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
500 |
500 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,200 |
1,200 |
| Total Monthly Income less Expenditure |
-250 |
6,090 |
-2,800 |
3,040 |
| Total Expenditure |
250 |
589 |
2,800 |
3,639 |