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 |
395,000 |
395,000 |
| Car |
25,000 |
25,000 |
0 |
50,000 |
| Savings (e.g. bank a/c, building society) |
1,000 |
0 |
0 |
1,000 |
| Investments (e.g. ISA/unit trust/shares etc) |
3,000 |
0 |
0 |
3,000 |
| Other Assets |
0 |
0 |
0 |
0 |
| Investment Property |
0 |
0 |
0 |
0 |
| Total Assets |
29,000 |
25,000 |
395,000 |
449,000 |
| Liability |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgage - House |
0 |
0 |
182,000 |
182,000 |
| 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 |
16,925 |
4,000 |
0 |
20,925 |
| Unpaid income tax |
0 |
0 |
0 |
0 |
| Other liabilities |
3,200 |
870 |
0 |
4,070 |
| Total Assets less Liabilities |
8,875 |
20,130 |
213,000 |
242,005 |
| Total Liabilities |
20,125 |
4,870 |
182,000 |
206,995 |
| Monthly Income |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Income from employment (net) |
3,825 |
3,000 |
0 |
6,825 |
| Other income (e.g. rental income, CSA/maintenance). Please also state the source. |
0 |
0 |
0 |
0 |
| Total Income |
3,825 |
3,000 |
0 |
6,825 |
| Monthly Expenditure |
Held Solely |
Held Partner |
Held Jointly |
Total |
|---|
| Mortgages payments - House (please include any management charges and ground rent) |
0 |
0 |
1,025 |
1,025 |
| 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 |
266 |
280 |
0 |
546 |
| Credit card payments |
150 |
70 |
0 |
220 |
| HMRC payments (unpaid only) |
0 |
0 |
0 |
0 |
| CSA/Maintenance Payments |
0 |
0 |
0 |
0 |
| Utilities (Gas/water/Elec/phone/internet) |
0 |
0 |
280 |
280 |
| Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) |
0 |
0 |
1,000 |
1,000 |
| Total Monthly Income less Expenditure |
3,409 |
2,650 |
-2,305 |
3,754 |
| Total Expenditure |
416 |
350 |
2,305 |
3,071 |