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 |
300,000 |
0 |
360,000 |
660,000 |
| Car |
1,000 |
0 |
0 |
1,000 |
| Savings (e.g. bank a/c, building society) |
0 |
0 |
1,300 |
1,300 |
| Investments (e.g. ISA/unit trust/shares etc) |
3,310 |
0 |
0 |
3,310 |
| Other Assets |
3,500 |
279,000 |
0 |
282,500 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
307,810 |
279,000 |
361,300 |
948,110 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
285,000 |
285,000 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
385 |
0 |
0 |
385 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
16,300 |
0 |
0 |
16,300 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
291,125 |
279,000 |
76,300 |
646,425 |
| Total Liabilities |
16,685 |
0 |
285,000 |
301,685 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
5,000 |
1,800 |
0 |
6,800 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
5,000 |
1,800 |
0 |
6,800 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,524 |
1,524 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
100 |
0 |
0 |
100 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
385 |
0 |
0 |
385 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
450 |
0 |
0 |
450 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
525 |
525 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,000 |
1,000 |
| Total Monthly Income less Expenditure |
4,065 |
1,800 |
-3,049 |
2,816 |
| Total Expenditure |
935 |
0 |
3,049 |
3,984 |