Prepare the documents, figures and key issues before legal escalation.
We organise complex service-charge evidence into a structured review that can help you understand the financial and documentary position before speaking to a solicitor, specialist adviser or preparing for a formal challenge.
Pricing depends on the number of documents, the number of accounting periods involved, the complexity of the issues and the volume of correspondence that must be reviewed.
Financial review and general information only. Not legal advice.
This review may be suitable when:
- A service-charge dispute has become difficult to resolve informally
- You are considering obtaining legal advice
- You have received substantial or repeated demands that you want to examine in more detail
- You have exchanged extensive correspondence with a landlord, managing agent or freeholder
- Several years of budgets, accounts or demands need to be brought together
- You want to organise the evidence before approaching a solicitor or other specialist
- A tribunal application or other formal process is being considered
- An RTM, RMC or resident group needs a structured summary of a complex dispute
Documents to send
Upload as many of the following as are available:
- Service-charge demands
- Annual budgets
- Service-charge accounts
- Balancing-charge statements
- Major-works demands and consultation documents
- Relevant invoices or supporting schedules
- Relevant lease pages
- Managing-agent or landlord correspondence
- Previous questions and responses
- Complaints or formal correspondence
- Surveyor, accountant or other professional reports, where available
- Tribunal, court or solicitor correspondence, where applicable
- Any chronology or notes you have already prepared
What we review
- The key financial issues raised by the documents
- Changes in charges across relevant periods
- Figures that appear inconsistent or do not reconcile
- Supporting evidence available for significant costs
- Questions raised and responses received
- Important dates and the sequence of correspondence
- Documents referred to but not provided
- Areas where the available evidence appears incomplete
- Issues that may benefit from further professional investigation
- The information that may be useful to present to a solicitor or other adviser
Your report
You receive a written report setting out:
- A plain-English summary of the matter
- A structured chronology of the documents and correspondence
- The principal charges and figures in dispute
- Relevant changes across accounting periods
- Areas that appear supported by the available documents
- Areas where the evidence appears incomplete or unclear
- Documents or explanations that may still be required
- Key questions that remain unresolved
- Points to consider raising with the landlord or managing agent
- Issues that may require legal, surveying or other professional advice
- A structured evidence summary that can help brief a professional adviser
Preparing for professional advice
Where appropriate, the report can help reduce a large volume of paperwork into a clearer chronology, financial summary and list of unresolved issues.
This can make it easier to explain the matter to a solicitor, surveyor or other specialist. It does not replace their professional assessment.
Important limitations
VeraHold does not advise on the legal merits of a claim, determine whether a charge is legally payable or reasonable, interpret your lease as a solicitor, assess limitation periods or procedural deadlines, prepare legal pleadings, represent you in correspondence or proceedings, or provide tribunal or court representation.
Where legal rights, statutory requirements or formal proceedings are involved, you should obtain advice from a suitably qualified legal professional.