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 |
180,000 |
180,000 |
| Car |
1,500 |
12,500 |
0 |
14,000 |
| Savings (e.g. bank a/c, building society) |
54,300 |
0 |
0 |
54,300 |
| Investments (e.g. ISA/unit trust/shares etc) |
9,000 |
0 |
0 |
9,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
64,800 |
12,500 |
180,000 |
257,300 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
91,550 |
91,550 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
40,000 |
40,000 |
| Personal loans (unsecured) |
0 |
7,000 |
0 |
7,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
1,427 |
0 |
0 |
1,427 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
30,234 |
3,100 |
0 |
33,334 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
33,139 |
2,400 |
48,450 |
83,989 |
| Total Liabilities |
31,661 |
10,100 |
131,550 |
173,311 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,300 |
1,900 |
0 |
4,200 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
2,300 |
1,900 |
0 |
4,200 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
494 |
494 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
550 |
550 |
| Personal loans (unsecured) |
0 |
198 |
0 |
198 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
50 |
0 |
0 |
50 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
1,000 |
100 |
0 |
1,100 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
75 |
0 |
300 |
375 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
500 |
500 |
| Total Monthly Income less Expenditure |
1,175 |
1,602 |
-1,844 |
933 |
| Total Expenditure |
1,125 |
298 |
1,844 |
3,267 |