UK Life Admin
Leasehold Property — Annual Admin Checklist
Free
7 itemsThe annual leasehold checklist — service charge review, ground rent, buildings insurance, and managing agent communication. This free leasehold property — annual admin checklist gives you a 7-item head start so nothing important slips through the cracks. it's been shaped by real families using it in real moments — the kind you don't get a second chance to prepare for. Use it as-is, or open it in Checkbloom to customise every item, share it with anyone by link (no account required on their end), and tick things off together in real time from any phone. When you're offline, changes queue and sync the moment you're back. Every Checkbloom template is free to preview and free to download as a PDF. Create a list from this template and share it with anyone by link — they can check items off in real time with no account or app download required.
What's on the list
- Review service charge budget and accounts when received from managing agent
- Check ground rent demand is valid and compliant with Leasehold Reform Act
- Confirm buildings insurance is in place — usually arranged by freeholder
- Check how many years remain on your lease — below 80 years becomes difficult to mortgage
- Consider lease extension if below 90 years
- Attend AGM if your building has one
- Request major works consultation documents before any works costing over £250/flat
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Free to use. Share with anyone by link — no account needed on their end.
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