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 |
400,000 |
400,000 |
| Car |
15,000 |
3,000 |
0 |
18,000 |
| Savings (e.g. bank a/c, building society) |
15,000 |
0 |
0 |
15,000 |
| 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 |
30,000 |
3,000 |
400,000 |
433,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
255,000 |
255,000 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
6,368 |
19,000 |
0 |
25,368 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
1,000 |
1,000 |
0 |
2,000 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
5,233 |
5,000 |
0 |
10,233 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
17,399 |
-22,000 |
145,000 |
140,399 |
| Total Liabilities |
12,601 |
25,000 |
255,000 |
292,601 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,600 |
2,700 |
0 |
6,300 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
3,600 |
2,700 |
0 |
6,300 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,180 |
1,180 |
| 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) |
137 |
299 |
0 |
436 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
10 |
10 |
0 |
20 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
100 |
170 |
0 |
270 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
270 |
270 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
2,600 |
2,600 |
| Total Monthly Income less Expenditure |
3,353 |
2,221 |
-4,050 |
1,524 |
| Total Expenditure |
247 |
479 |
4,050 |
4,776 |