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Trading Up Checklist

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Research Energy Performance Certificates (EPCs).
Choose a legal company.
Research the market.
  Find out what your property is worth - be realistic!
  Find out how much the property you want is likely to cost
  How easy will it be to buy and sell or should you consider renting?
  Budget for the move.
How much equity have you in your current home?
What will it cost to buy and sell?
What can you borrow?
Brief the agents.
Identify which agents sell your property type/bracket. 
Invite three agents to value your home.
Identify and brief the agents about the property you want to buy.
Contact us to find an agent.
Carry out viewings.
Make sure you are getting viewings on your own property BEFORE you get too excited about viewing other peoples!
Choose a legal company before you make/receive an offer, ideally fixed fee.
Accept an offer BEFORE you make an offer!
Contact us for help if your sale/purchase falls through.
Organise an independent survey.
Finalise your mortgage offer and insurance.
Manage the purchase of your property.
File your paperwork carefully - you'll need the purchase paperwork when you come to sell.    
Organise your removals/packaging subject to exchange.
Exchange contracts.
Organise your change of address.
Complete the sale and move in!
Keep your paperwork somewhere safe and check the SDLT forms have been filed.


All our information is brought to you by Kate Faulkner OBE, author of Which? Property books and one of the UK's top property experts.
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