01224 625554

Calculation

Your Name  
Your Address  
Time Period  

Salary and wages

Income

Amount (£)

Debtor’s salary/wages

Partner’s salary/wages

Total :

Pensions

Pension(s)

Amount (£)

State Pension(s)

Private or  work pension(s)

Pension Credit

Total :

Other income

Other income

Amount (£)

Maintenance or child support

Boarders or lodgers

Non-dependant contribution

Student loans or grants

(To be completed with any
other household income)

Total :

Benefits

Type of benefit

Amount (£)

Jobseeker’s Allowance

Income Support

Working Tax Credits

Child Tax Credits

Employment and Support Allowance

DLA, PIP or Attendance Allowance

Carer’s Allowance

Housing Benefit/Local Housing Allowance

Council Tax Reduction

Universal Credit

(Other)

(Other)

(Other)

Total :

Please use the space provided below to give details of any benefit listed under “other”

Expenditure

Essential expenditure

Amount

Rent

Ground rent, service charges, factor fees

Mortgages

Other Secured Loans

Building and Content Insurance

Pension and Life insurance

Council Tax

Gas

Electricity

TV Licence

Magistrates or Sheriff Court Fines

Maintenance or Child Support

Hire Purchase/Conditional Sales

Childcare Costs

Adult Care Costs

Total :

Phone

Amount

Home Phone

Mobile Phone(s)

Total :

Travel

Amount

Public Transport (work, school, shopping, etc)

Car Insurance

Vehicle Tax

Fuel (Petrol, Diesel, Oil, etc)

MOT and car maintenance

Breakdown and Recovery

Parking Charges or Tolls

Total :

Housekeeping

Amount

Food and Milk

Cleaning and Toiletries

Newspapers and Magazines

Cigarettes Tobacco and Sweets

Alcohol

Laundry and dry cleaning

Clothing and Footwear

Nappies and baby items

Pet Food

Total :

Other expenditure

Amount

Health (dentist, glasses, prescriptions, health insurance)

Repairs/house maintenance (including window cleaning, maintenance contracts)

Hairdressing/haircuts

Cable, Satellite and Internet

TV, video and other appliance rental

School meals and meals at work

Pocket money and school trips

Lottery and Pools etc.

Hobbies/leisure/sport (include pub outings, etc.)

Gifts (Christmas Birthday, Charity etc.)

Vet Bills and Pet Insurance

Total :

All other expenses not covered above

Amount

1.

2.

3.

Total :

Total Income :

Total Expenditure :

Surplus Income :

   

We should be able to help you but require a little more information. Please click here and complete the form to send to us.

We may not be able to act for you but would be happy to discuss your financial affairs in order to point you in the right direction. Please feel free to contact us on 01224 625554 for a free, no obligation, confidential consultation.