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 |
300,000 |
300,000 |
| Car |
23,300 |
33,000 |
0 |
56,300 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
0 |
0 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
235,000 |
0 |
0 |
235,000 |
| Total Assets |
258,300 |
33,000 |
300,000 |
591,300 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
263,000 |
263,000 |
| Mortgage - Investment Property |
177,641 |
0 |
0 |
177,641 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
13,800 |
0 |
0 |
13,800 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
500 |
0 |
0 |
500 |
| Hire purchase balance |
21,415 |
29,000 |
0 |
50,415 |
| Credit card balance |
15,500 |
10,000 |
0 |
25,500 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
29,444 |
-6,000 |
37,000 |
60,444 |
| Total Liabilities |
228,856 |
39,000 |
263,000 |
530,856 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,300 |
2,100 |
0 |
4,400 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
881 |
0 |
0 |
881 |
| Total Income |
3,181 |
2,100 |
0 |
5,281 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,445 |
1,445 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
580 |
0 |
0 |
580 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
301 |
0 |
0 |
301 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
50 |
0 |
0 |
50 |
| Hire purchase repayments |
300 |
318 |
0 |
618 |
| Credit card payments |
500 |
200 |
0 |
700 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
200 |
200 |
0 |
400 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
150 |
150 |
0 |
300 |
| Total Monthly Income less Expenditure |
1,100 |
1,232 |
-1,445 |
887 |
| Total Expenditure |
2,081 |
868 |
1,445 |
4,394 |