Please complete this section as accurately as possible using just numerical values. If your total income exceeds £200,000 and you have the capacity to make a significant pension contribution, please provide copies of your P60s for the past three tax years. This will allow us to review your available pension allowances.

Please send these P60s to theteam@lexington.email after you have fully completed this form.

Electricity

Gas

Water Rates

Council Tax

Home Telephone

Repairs & Renewals

Solid Fuel

Oil

Garden / Gardener

Help in House

House & Contents Insurance

Other Insurance

TV licence

Digital TV / Satellite

Swimming Pool / Tennis Court Maintenance

Alarm

Internet

Housekeeping Expenses

Food & Drink

Wine & Spirits

Laundry & Dry Cleaning

Pet Foods

Holiday Home Expenses

Any Other Household Expenses

Own Clothing & Footwear

Partner’s Clothing & Footwear

Cigarettes & Tobacco

Eating Out

Christmas & Birthday Presents

Holidays

Subscriptions

Sports / Hobbies

Health Insurance

Mobile Phones

Media / Books / Newspapers

Other Misc. Spending Money

Gifts to Charities

Travel Expenses (other than motoring)

Other Personal Expenses

Maintenance Payments

Mortgage / Loan

Other Loans You

Other Loans Your Partner

Credit Cards You

Credit Cards Your Partner

Bank Charges

Own Car Tax

Own Car Insurance

Petrol & Oil

Servicing & Repairs

Annual Depreciation

Roadside Assistance Subscription

Partner’s Car Tax

Partner’s Car Insurance

Petrol & Oil

Servicing & Repairs

Roadside Assistance Subscription

Annual Depreciation

Other Motoring Expenses

Pension Contributions

Regular Saving in ISA’s etc

Other Savings & Investment

Regular Saving in Building Society

Critical Illness Policy Regular Premiums

Life Assurance Premiums

Bond & Endowment Premiums

Other Insurance

Accountants Fees (Non Business)

Dentist’s Fees

Doctor’s Fees / Prescriptions

Financial Planners Fees

Optician’s Fees

Osteopath / Chiro Fees

Veterinary Surgeon’s Fees

First Name

Last Name

Date of Birth

Relationship

Childcare / Baby Sitters Expenses

Clothing & Footwear Costs

Pocket Money

Other Children’s Expenses

Education Expenses

Payable up to and including which year (e.g. 2028)

Bank Accounts

Building Society Accounts

National Savings & Investments

Cash ISAs

Stocks & Shares ISAs

Collective Investment / Unit Trusts

Pensions

Business Interests

Beneficial Entitlement to a Trust

Main Residence

Buy To Let Properties

Commercial Property

Cars

Personal Assets

Other Assets

Mortgage(s)

Buy to Let Mortgage(s)

Commercial Lending

Loans

Credit Card Balance

Other Borrowing

Loan from a Trust

Other Borrowing