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 |
185,000 |
185,000 |
| Car |
0 |
0 |
4,650 |
4,650 |
| Savings (e.g. bank a/c, building society) |
48,395 |
13,500 |
6,245 |
68,140 |
| Investments (e.g. ISA/unit trust/shares etc) |
205,495 |
161,000 |
0 |
366,495 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
253,890 |
174,500 |
195,895 |
624,285 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
0 |
0 |
| Mortgage - Investment Property |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Utilised Overdraft |
0 |
0 |
0 |
0 |
| Hire purchase balance |
0 |
0 |
0 |
0 |
| Credit card balance |
30 |
0 |
0 |
30 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
0 |
0 |
0 |
0 |
| Total Assets less Liabilities |
253,860 |
174,500 |
195,895 |
624,255 |
| Total Liabilities |
30 |
0 |
0 |
30 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
2,077 |
500 |
0 |
2,577 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
404 |
0 |
404 |
| Total Income |
2,077 |
904 |
0 |
2,981 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
223 |
223 |
| Rental payments (if applicable) |
0 |
0 |
0 |
0 |
| Investment property - mortgage, management charges & ground rent |
0 |
0 |
0 |
0 |
| Personal loans (Secured) |
0 |
0 |
0 |
0 |
| Personal loans (unsecured) |
0 |
0 |
0 |
0 |
| Ex-host debt |
0 |
0 |
0 |
0 |
| Overdraft payments |
0 |
0 |
0 |
0 |
| Hire purchase repayments |
0 |
0 |
0 |
0 |
| Credit card payments |
30 |
0 |
0 |
30 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
501 |
501 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
50 |
50 |
574 |
674 |
| Total Monthly Income less Expenditure |
1,997 |
854 |
-1,298 |
1,553 |
| Total Expenditure |
80 |
50 |
1,298 |
1,428 |