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 |
415,000 |
415,000 |
| Car |
35,000 |
0 |
0 |
35,000 |
| Savings (e.g. bank a/c, building society) |
3,000 |
3,000 |
0 |
6,000 |
| 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 |
38,000 |
3,000 |
415,000 |
456,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
257,939 |
257,939 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
35,000 |
0 |
35,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
828 |
0 |
0 |
828 |
| Hire purchase balance |
31,319 |
0 |
0 |
31,319 |
| Credit card balance |
11,000 |
6,000 |
0 |
17,000 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-5,147 |
-38,000 |
157,061 |
113,914 |
| Total Liabilities |
43,147 |
41,000 |
257,939 |
342,086 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,800 |
2,959 |
0 |
5,759 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
2,800 |
2,959 |
0 |
5,759 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
727 |
727 |
0 |
1,454 |
| 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 |
800 |
0 |
800 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
200 |
0 |
0 |
200 |
| Hire purchase repayments |
650 |
0 |
0 |
650 |
| Credit card payments |
300 |
200 |
0 |
500 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
0 |
0 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
750 |
750 |
0 |
1,500 |
| Total Monthly Income less Expenditure |
173 |
482 |
0 |
655 |
| Total Expenditure |
2,627 |
2,477 |
0 |
5,104 |