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 |
325,000 |
325,000 |
| Car |
14,000 |
12,000 |
0 |
26,000 |
| Savings (e.g. bank a/c, building society) |
20,000 |
5,000 |
0 |
25,000 |
| 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 |
34,000 |
17,000 |
325,000 |
376,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
216,051 |
216,051 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
5,313 |
6,000 |
0 |
11,313 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
86 |
0 |
0 |
86 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
23 |
0 |
0 |
23 |
| Total Assets less Liabilities |
28,578 |
11,000 |
108,949 |
148,527 |
| Total Liabilities |
5,422 |
6,000 |
216,051 |
227,473 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,500 |
1,600 |
0 |
5,100 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
3,500 |
1,600 |
0 |
5,100 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
925 |
925 |
| 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) |
286 |
165 |
0 |
451 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
86 |
0 |
0 |
86 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
35 |
25 |
210 |
270 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
50 |
50 |
500 |
600 |
| Total Monthly Income less Expenditure |
3,043 |
1,360 |
-1,635 |
2,768 |
| Total Expenditure |
457 |
240 |
1,635 |
2,332 |