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01 / 06 Transaction
New matter · Step 01

The transaction.

The essentials first: what kind of transaction, the price, and the timing. The whole form takes about ten minutes.

£
New matter · Step 02

The property.

Where it is, what kind of property, and how it's owned. If it's leasehold or sold at auction we'll ask a little more.

Please include the postcode. It's how we match the file to searches and the agent.
Most are. If it hasn't changed hands since the 1980s it may not be, and first registration adds time.
Leasehold

Leasehold details.

We ask these for leasehold and shared ownership properties, and for flats where the tenure isn't known yet.

Shared ownership

Shared ownership.

Auction

Auction details.

We ask these because the sale is going through auction.

New matter · Step 03

Parties & people.

Everyone on your side of the file. Use names exactly as they appear on passports or ID.

Signing & identity

Signing & identity.

Marriage, deed poll, anything that changes how a party signs.
Probate

Probate details.

We ask these because you're acting as an executor.

New matter · Step 04

Money.

Mortgages, deposits, and where the funds are coming from.

Existing finance

Existing mortgage.

£
A second mortgage, a secured loan, a charging order, or anything else registered against the title.
Funding

Funding & deposit.

Who is gifting it and how much?
Funds from abroad need extra checks, so telling us now saves time later.
This affects the Stamp Duty rate, so it's worth getting right early.
Are you downsizing, upsizing, or buying same-level?
Finance

Nothing further here.

Based on your answers, there's nothing we need from you here. Carry on to the next step.

New matter · Step 05

Chain & flags.

Chain position and any special circumstances we should know about.

Chain & third parties

Who else is involved.

Special circumstances

Flags & special circumstances.

Tick anything that applies. We'll ask for a short note on each.

Please tick at least one option (or "None of the above").
New matter · Step 06

Almost done.

How best to reach you, then a final check before we open the file.

Final check

Check & send.

Here's everything you've told us. Tap Edit on any section to change it before you send.

That's with us.

Thank you. We'll create your file and write back shortly with your conveyancer's name, your matter reference, and a short checklist of what's next. There's nothing more for you to do right now.

Your reference HPA-26-0000
Need us sooner? Call +44 7414 202639 or just reply to your confirmation email.
HPA Solicitors Ltd · Blackburn · Lancashire
SRA 543164  ·  Co. 06720191
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