Assets & Liabilities / Income & Expenditure Form

Assets & Liabilities / Income & Expenditure form

Surname

Forename(s)

Personal Monthly Income

Where you know the annual (or quarterly) costs of an item, please divide by 12 (or 3) to get the monthly figure

Main Income/Drawings (Drawings taken to cover personal expenditure)

Spouse’s/Partner’s Income

Regular Benefits/Other Income Sources (Rental income from flat)

Total Monthly Income

Personal Monthly Expenditure

Loan/Hire Purchase Payments (excluding mortgage

Credit Card Payments

Mortgage/Rent

Property Maintenance/Ground Rent/Council Tax

House Building/Contents Insurance Premiums

Life Assurance Contributions

Gas/Electricity/Water/Telephone

Car and Travelling Expenses (including car insurance)

General Household Expenses (e.g. food)

Other Expenses (e.g. savings, investments) Pension

Total Monthly Expenditure

Monthly Surplus

a-b

Please complete the remaining details on the next sheet

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Parent category: Financial