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Income and expenditure form
Intermediary use only
0345 241 3079
www.castletrust.co.uk
Net monthly income
Applicant 1
Applicant 3
Applicant 2
Applicant 4
(Net of income tax, national insurance payments and any tax liability associated with BTL ownership)
Employment income Rental income Employment income Rental income
Essential expenditure Monthly expenditure
Mortgage / rent
(if multiple properties
owned please include all mortgage commitments)
Mortgage related life premiums
Building / contents insurance
Additional mortgage payments
Loans / motor nance / personal
contract agreements
Credit / store cards
Maintenance payments
Non mortgage related insurance
premiums
(life, pet, appliance etc.)
Personal pensions
TOTAL ESSENTIAL EXPENDITURE
Other expenditure Monthly expenditure
Utilities
(gas, water, electric & other fuels)
Building insurance (if multiple properties
owned please include premiums for all properties)
Ground rent and service charges for
leasehold properties
TV licence / satellite / broadband /
landline telephone
Mobile phone
Council tax
Childcare / school / university fees
Food, laundry & other living expenses
Essential travel
(commuting, car Servicing,
MOT, insurance etc.)
TOTAL OTHER EXPENDITURE
Rental property expenditure Monthly expenditure
Management & letting fees
Council tax & service charges
Insurance
Repairs
Rental voids
Utilities
(gas, water, electric & other fuels)
Gas & electric certicates
License fees & ground rent charges
TOTAL RENTAL EXPENDITURE
Where rental properties are owned, please total for all properties:
Living expenditure Monthly expenditure
Socialising
Hobbies, club / gym fees
Holidays
Clothing, personal & household
goods, hairdressing etc.
Sundries
(cigarettes, magazines etc.)
Repairs, decoration, gardening etc.
Additional savings / investments
Other miscellaneous costs
TOTAL LIVING EXPENDITURE