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 |
360,000 |
360,000 |
| Car |
25,000 |
0 |
0 |
25,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
18,000 |
18,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
40,000 |
0 |
0 |
40,000 |
| Other Assets |
0 |
0 |
50,000 |
50,000 |
| Investment Property |
0 |
0 |
250,000 |
250,000 |
| Total Assets |
65,000 |
0 |
678,000 |
743,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
202,688 |
202,688 |
| Mortgage - Investment Property |
0 |
0 |
92,025 |
92,025 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
1,000 |
0 |
0 |
1,000 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
30,030 |
0 |
0 |
30,030 |
| Credit card balance |
19,091 |
0 |
0 |
19,091 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
14,879 |
0 |
383,287 |
398,166 |
| Total Liabilities |
50,121 |
0 |
294,713 |
344,834 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,800 |
2,300 |
0 |
5,100 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
1,300 |
1,300 |
| Total Income |
2,800 |
2,300 |
1,300 |
6,400 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,250 |
1,250 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
616 |
616 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
41 |
0 |
0 |
41 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
350 |
0 |
0 |
350 |
| Credit card payments |
300 |
0 |
0 |
300 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
300 |
300 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
400 |
400 |
| Total Monthly Income less Expenditure |
2,109 |
2,300 |
-1,266 |
3,143 |
| Total Expenditure |
691 |
0 |
2,566 |
3,257 |