Expenditure Budget Home Expenditure Budget Share Your Name Your Email Expenditure Budget Monthly Essential Expenditure Essential expenditure reflects the bills that you must pay and which you would find very hard or impossible to reduce. Category Amount Housing (inc Rent or Mortgage) £ Council Tax £ Utilities (Gas/Electricity/Water) £ Telephone (Home and/or Mobile) £ Food and Drink £ Car/Travel Expenses £ House Keeping £ Building Insurances £ Other £ Total £0 Monthly Lifestyle Expenditure Lifestyle expenditure supports your expected standard of living, such as holidays and eating out that you may not wish to compromise on. Category Amount Clothing £ Appliances/Repairs £ Toiletries £ Broadband/Internet £ TV/Subscriptions/Basic Recreation £ School Fees/Childcare £ Transport £ Other £ Total £0 Monthly Discretionary Expenditure Discretionary expenditure covers luxury items and gifts that you may want to make. Category Amount Gym £ Holidays £ Entertainment £ Life/General Assurance Premiums £ Maintenance/Alimony £ Gifts to Family and Friends £ Private Medical and/or Dental Insurance £ Home Improvements £ Other £ Total £0 Total Monthly Income Requirement Monthly Essential £0 Monthly Lifestyle £0 Monthly Discretionary £0 Total £0 Anticipated large one-off spends Home Improvements £ Car £ Holiday £ Family Wedding £ Other £ Total £0 I confirm the answers I have submitted are correct.The information collected in this form will only be used to facilitate the provision of advice.
