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 |
650,000 |
650,000 |
| Car |
6,500 |
0 |
0 |
6,500 |
| Savings (e.g. bank a/c, building society) |
32,000 |
5,000 |
0 |
37,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
12,000 |
2,500 |
0 |
14,500 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
550,000 |
550,000 |
| Total Assets |
50,500 |
7,500 |
1,200,000 |
1,258,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
169,000 |
169,000 |
| Mortgage - Investment Property |
0 |
0 |
274,000 |
274,000 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
24,614 |
0 |
0 |
24,614 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
1,285 |
0 |
0 |
1,285 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
9,900 |
2,400 |
0 |
12,300 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
14,701 |
5,100 |
757,000 |
776,801 |
| Total Liabilities |
35,799 |
2,400 |
443,000 |
481,199 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
700 |
1,500 |
0 |
2,200 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
604 |
0 |
1,650 |
2,254 |
| Total Income |
1,304 |
1,500 |
1,650 |
4,454 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
976 |
976 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
886 |
886 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
480 |
0 |
0 |
480 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
185 |
100 |
0 |
285 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
250 |
0 |
250 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
500 |
0 |
500 |
| Total Monthly Income less Expenditure |
639 |
650 |
-212 |
1,077 |
| Total Expenditure |
665 |
850 |
1,862 |
3,377 |