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 |
510,000 |
510,000 |
| Car |
0 |
0 |
7,000 |
7,000 |
| Savings (e.g. bank a/c, building society) |
9,500 |
2,000 |
0 |
11,500 |
| Investments (e.g. ISA/unit trust/shares etc) |
0 |
0 |
0 |
0 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
410,000 |
410,000 |
| Total Assets |
9,500 |
2,000 |
927,000 |
938,500 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
130,000 |
130,000 |
| Mortgage - Investment Property |
0 |
0 |
255,000 |
255,000 |
| Personal loans (Secured) |
0 |
0 |
33,000 |
33,000 |
| Personal loans (unsecured) |
8,700 |
0 |
0 |
8,700 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
1,200 |
0 |
0 |
1,200 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
12,750 |
0 |
0 |
12,750 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
-13,150 |
2,000 |
509,000 |
497,850 |
| Total Liabilities |
22,650 |
0 |
418,000 |
440,650 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
1,050 |
2,100 |
0 |
3,150 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
925 |
925 |
0 |
1,850 |
| Total Income |
1,975 |
3,025 |
0 |
5,000 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
769 |
769 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
399 |
399 |
| Personal loans (Secured) |
0 |
0 |
512 |
512 |
| Personal loans (unsecured) |
196 |
0 |
0 |
196 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
50 |
0 |
0 |
50 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
302 |
0 |
0 |
302 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
320 |
320 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
450 |
450 |
| Total Monthly Income less Expenditure |
1,427 |
3,025 |
-2,450 |
2,002 |
| Total Expenditure |
548 |
0 |
2,450 |
2,998 |