Financial Assessment

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Our budget planner will help you to understand your monthly household finances.

Step 1 - Household Income

Pay

Your Pay (after tax)

Partner's Pay (after tax)

Income from self-employment

Benefits & Tax Credits

Jobseeker's Allowance

Income Support

Working Tax Credit

Child Tax Credit

Child Benefit

Universal Credit

Carer's Allowance

Housing Benefit

Pension

State Pension

Workplace pension

Private pension or annuity

Pension Credit

Other Income

Savings & investments

Board or rent

Child maintenance

Student loans & grants

Other financial support

Gifts from family & friends

Household Income Total

£0

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Step 2 - Essential Expenditure

Mortgage / Rent

Rent

Mortgage Payments

Mortgage endowment or PPI

Other Property Charges

Ground Rent & Service Charge

Second Mortgage or Secured Loans

Buildings & Contents insurance

Utilities & Council Tax

Council Tax or Rates

Gas

Electricity

Water

Other Household Fuel

Other Essential Expenditure

Housekeeping (food, toiletries, etc)

Magistrates' or Sherriff Court Fines

Hire Purchase

Maintenance or Child Support

Childminding and Childcare

Essential Expenditure Total

£0

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Step 3 - Other Expenditure

Phone and TV

TV Licence

Satellite, Cable or Digital TV

Broadband or Internet Access

Home Phone Charges

Mobile Phone

Family

Prescriptions & Health Care

Clothing

School Uniform

School Meals

Vehicles & Transport

Fuel (Petrol/Diesel)

Public Transport

Road Tax

Vehicle Insurance

Breakdown cover

Parking & tolls

Other Expenditure

Other Expendature Total

£0

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Step 4 - Priority Debt Arrears

Your Home

Mortgage or Rent Arrears

Secured loan Arrears

Council Tax Arrears

Gas Arrears

Electricity Arrears

Water Arrears

Other Arrears

Maintenance Arrears

Hire Purchase Arrears

Court Fine Arrears

Total Prority Debt Arrears

£0

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Step 5 - Unsecured Debt Arrears

Unsecured Debt

Total Unsecured Debt Arrears

£0

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Step 6 - Finally

Your Details

Name

Telephone

Account / Reference No *

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Back Step

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Financial Assessment

Step 1 - Household Income

Pay

Benefits & Tax Credits

Pension

Other Income

Step 2 - Essential Expenditure

Mortgage / Rent

Other Property Charges

Utilities & Council Tax

Other Essential Expenditure

Step 3 - Other Expenditure

Phone and TV

Family

Vehicles & Transport

Other Expenditure

Step 4 - Priority Debt Arrears

Your Home

Other Arrears

Step 5 - Unsecured Debt Arrears

Unsecured Debt

Step 6 - Finally

Your Details

Summary of your finances