Checklists
Checklist provided by
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Take your time! | |
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Carefully think through where you want to move to and what property type would be suitable. | |
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If you are part of our ageing population - think about access to healthcare, shops, friends and family. | |
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Don't rush into buying in a new area, consider renting first. | |
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Research Energy Performance Certificates (EPC's). | |
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Choose a legal company. | |
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Research the market. | |
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Find out what your property is worth - be realistic! | |
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Find out how much the property you want is likely to cost. | |
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How easy will it be to buy and sell or should you consider renting? | |
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Budget for the move. | |
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If you own the property outright, how much equity will you release? | |
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Visit an IFA/tax advisor if you want to invest the money/give or leave to friends and family. | |
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What will it cost to buy and sell? | |
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What can you borrow? | |
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Identify which agents sell your property type/bracket. | |
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Invite three agents to value your home. | |
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Identify and brief the agents about the property you want to buy. | |
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Contact us to find an agent. | |
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Carry out viewings | |
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Make sure you are getting viewings on your own property BEFORE you get too excited about viewing other peoples! | |
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Choose a legal company before you make/receive an offer, ideally fixed fee. | |
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Accept an offer BEFORE you make an offer! | |
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Contact us for help if your sale/purchase falls through. | |
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Organise an independent survey. | |
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Don't forget, even though you might not need a mortgage, you will need buildings and contents insurance. | |
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Finalise your mortgage offer and insurance (if required). | |
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Manage the purchase of your property. | |
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File your paperwork carefully - you'll need the purchase paperwork when you come to sell. | |
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Work out what you want to take to the new property and what you need to put in storage or sell. | |
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Organise your removals/packing subject to exchange. | |
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Exchange contracts. | |
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Organise your change of address. | |
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Complete the sale and move in! | |
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Keep your paperwork somewhere safe and check the SDLT forms have been filed. | |
