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 |
330,000 |
330,000 |
| Car |
2,100 |
8,000 |
0 |
10,100 |
| Savings (e.g. bank a/c, building society) |
0 |
2,000 |
0 |
2,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
88,000 |
11,000 |
0 |
99,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
90,100 |
21,000 |
330,000 |
441,100 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
151,551 |
151,551 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
500 |
0 |
0 |
500 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
2,200 |
400 |
0 |
2,600 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
87,400 |
20,600 |
178,449 |
286,449 |
| Total Liabilities |
2,700 |
400 |
151,551 |
154,651 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,100 |
2,400 |
0 |
4,500 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
2,100 |
2,400 |
0 |
4,500 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,200 |
1,200 |
| 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 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
500 |
0 |
0 |
500 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
50 |
70 |
0 |
120 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
160 |
160 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
120 |
110 |
0 |
230 |
| Total Monthly Income less Expenditure |
1,430 |
2,220 |
-1,360 |
2,290 |
| Total Expenditure |
670 |
180 |
1,360 |
2,210 |