This is a fictional, illustrative example — “Alder House RTM Company Limited” and everyone named on it are invented for demonstration only, not a real building or transaction. It shows the level of detail a real pack contains, generated the same way a live pack is: uploaded documents, suggested answers, reviewed and confirmed by a named director.

Leasehold sales information — management pack

Flat 8, Alder House RTM Company Limited

Alder House, Weaver Street, Bristol BS1 6QT

Sellers: Mr J. and Mrs A. Whitfield · Prepared by Alder House RTM Company Limited · For Hutton & Cole Solicitors (ref HC/2847)

1. Building information

Building name and full address: Alder House, Weaver Street, Bristol BS1 6QTBuilding record · Confirmed by Eleanor Shaw on 10/08/2026
Number of flats in the building: 18Building record · Confirmed by Eleanor Shaw on 10/08/2026
Building type and construction: Purpose-built block, built 1988, brick and concrete construction over four storeys.Building record · Confirmed by Eleanor Shaw on 10/08/2026
Communal areas and shared facilities: Entrance hallway, bin store, a communal garden to the rear, and an on-site car park.Building record · Confirmed by Eleanor Shaw on 10/08/2026
Parking, bin and bike stores: 12 allocated parking spaces in the rear car park, assigned to specific flats under the original lease plan. Bins and bicycle racks are kept in the store behind the entrance.Building record · Confirmed by Eleanor Shaw on 10/08/2026
Communal utilities and supplies: Each flat has its own gas, electricity and water supply. Communal electricity (lighting, door entry) is on a separate meter paid from the service charge.Building record · Confirmed by Eleanor Shaw on 10/08/2026

2. Ownership & management

Who owns the freehold?: Bristol Freehold Investments Ltd. The freehold has not changed hands since the RTM claim completed; enquiries about the freehold interest itself should go to them directly.Building record · Confirmed by Eleanor Shaw on 10/08/2026
Who manages the building?: Alder House RTM Company Limited exercises the right to manage on behalf of qualifying leaseholders — self-managed by resident directors since 2021, with no managing agent.Building record · Confirmed by Eleanor Shaw on 10/08/2026
Company number and Companies House filing status: Company number 13245678. Confirmation statement and accounts are filed up to date at Companies House.Companies House · Confirmed by Eleanor Shaw on 10/08/2026
Current directors and company secretary: Eleanor Shaw (Chair), Martin Bell (Treasurer), Ruth Ahmed. James Porter acts as the company's accountant. No separate company secretary is appointed.Building record · Confirmed by Eleanor Shaw on 10/08/2026
Date the last company accounts were filed: Accounts for the year ended 31 December 2025 were filed on 14 March 2026. The company files small-company accounts; the next set is due by 31 December 2026.Companies House · Confirmed by Eleanor Shaw on 10/08/2026
Is a managing agent appointed?: No managing agent is currently appointed — the building is self-managed by the resident directors.Building record · Confirmed by Eleanor Shaw on 10/08/2026
Has a managing agent ever been appointed?: Weaver Street Property Management Ltd managed the building until the RTM claim completed in June 2021. Historic records for 2018–2021 are held by them.Building record · Confirmed by Eleanor Shaw on 10/08/2026

3. Service charges

Current annual service charge for the flat being sold: £2,140 per year for Flat 8 (a 1/18th share).Service Charge Accounts 2025.pdf · Confirmed by Eleanor Shaw on 10/08/2026
How are service charges apportioned between flats?: Equal 1/18th shares between all flats, as set out in the fourth schedule of each lease.Lease · Confirmed by Eleanor Shaw on 10/08/2026
Service-charge year and payment schedule: 1 January to 31 December. Demands are issued twice yearly, in December and June.Service Charge Accounts 2025.pdf · Confirmed by Eleanor Shaw on 10/08/2026
Status of the current accounting year: The 2025 accounts are finalised. The current (2026) year is tracking on budget with no material variance to date.Service Charge Accounts 2025.pdf · Confirmed by Eleanor Shaw on 10/08/2026
On-account demands and how often they are issued: Half-yearly on-account demands of £1,070, issued in December and June.Service Charge Accounts 2025.pdf · Confirmed by Eleanor Shaw on 10/08/2026
Are the seller's payments up to date?: Flat 8's service charge account is fully up to date, with no arrears.Service charge ledger · Confirmed by Eleanor Shaw on 10/08/2026
Any balancing charge or credit expected?: None expected — the 2025 year closed within 2% of budget and no balancing charge was raised.Service Charge Accounts 2025.pdf · Confirmed by Eleanor Shaw on 10/08/2026
Are any significant increases expected?: A modest increase (around 4%) is expected for 2027 to reflect the insurance renewal and contractor cost inflation; no other significant increases are anticipated.Building record · Confirmed by Eleanor Shaw on 10/08/2026
Are the last accounts finalised and available?: Yes — accounts for 2023, 2024 and 2025 are finalised and attached.Service Charge Accounts 2025.pdf · Confirmed by Eleanor Shaw on 10/08/2026

4. Ground rent

Is ground rent payable under the lease?: No — the lease reserves a peppercorn only; nothing is collected.Lease · Confirmed by Eleanor Shaw on 10/08/2026
Amount, review pattern and recipient: Not applicable — no ground rent is payable under the lease.Lease · Confirmed by Eleanor Shaw on 10/08/2026
Is the seller's ground rent up to date?: Not applicable.Lease · Confirmed by Eleanor Shaw on 10/08/2026

5. The lease & consents

Unexpired lease term for the flat being sold: 125 years from 1 January 1988 — approximately 87 years unexpired.Lease · Confirmed by Eleanor Shaw on 10/08/2026
Restrictions in the lease on use, subletting and pets: Subletting is permitted with prior written notice to the company; short-term or holiday lets are prohibited; one domestic pet is permitted with consent; no structural alterations without consent.Lease · Confirmed by Eleanor Shaw on 10/08/2026
Consents granted for the flat being sold: None currently held for Flat 8.Building record · Confirmed by Eleanor Shaw on 10/08/2026
Has the lease for this flat been varied?: None — the lease for Flat 8 has not been varied.Building record · Confirmed by Eleanor Shaw on 10/08/2026
Notice, deed of covenant or transfer fees payable to the company: A £120 fee is charged for registering a notice of transfer, and £120 for a notice of charge if the flat is mortgaged. No separate deed of covenant fee is charged.Building record · Confirmed by Eleanor Shaw on 10/08/2026

6. Reserve fund

Current reserve fund balance: £64,500 as at 31 December 2025.Reserve Fund Statement.pdf · Confirmed by Eleanor Shaw on 10/08/2026
How is the reserve built up and used?: £120 per flat per year is contributed, held for cyclical external redecoration (roughly every 7 years) and eventual roof replacement.Reserve Fund Statement.pdf · Confirmed by Eleanor Shaw on 10/08/2026
What is the reserve intended for, and is it considered adequate?: Intended to cover external redecoration and the roof. The directors consider it adequate for redecoration, and are building contributions ahead of an anticipated roof project in 5–8 years' time.Building record · Confirmed by Eleanor Shaw on 10/08/2026

7. Insurance

Insurer and policy number: Zurich Municipal, policy number ZM-8834271.Buildings Insurance Schedule 2026–27.pdf · Confirmed by Eleanor Shaw on 10/08/2026
Sum insured: £3,650,000 (buildings reinstatement value).Buildings Insurance Schedule 2026–27.pdf · Confirmed by Eleanor Shaw on 10/08/2026
Renewal date: 1 March 2027.Buildings Insurance Schedule 2026–27.pdf · Confirmed by Eleanor Shaw on 10/08/2026
Policy excess: £250 standard excess; £1,000 for escape of water; £2,500 for subsidence.Buildings Insurance Schedule 2026–27.pdf · Confirmed by Eleanor Shaw on 10/08/2026
Any exclusions or special terms — subsidence, flood?: Standard cover — no subsidence or flood exclusions noted on the current schedule.Buildings Insurance Schedule 2026–27.pdf · Confirmed by Eleanor Shaw on 10/08/2026
Does the policy include terrorism cover?: Yes, terrorism cover is included.Buildings Insurance Schedule 2026–27.pdf · Confirmed by Eleanor Shaw on 10/08/2026
Any claims in the last three years?: One claim in the last three years — a communal pipe leak in 2024, settled for £3,200.Building record · Confirmed by Eleanor Shaw on 10/08/2026

8. Planned & recent works

Are any major works planned or under consultation?: External redecoration is being scoped for 2027; no Section 20 notice has yet been served.Building record · Confirmed by Eleanor Shaw on 10/08/2026
Section 20 consultation — status and stage: Not yet under way — a notice of intention is expected to be issued in early 2027 once quotations are obtained.Building record · Confirmed by Eleanor Shaw on 10/08/2026
Estimated cost and expected contribution per flat: Estimated £45,000–£60,000 in total (roughly £2,500–£3,300 per flat); figures are preliminary pending quotations.Building record · Confirmed by Eleanor Shaw on 10/08/2026
Major works completed in the last two years: Communal door entry system replaced in 2024, £4,800.Building record · Confirmed by Eleanor Shaw on 10/08/2026
Any outstanding works charge for the flat being sold?: None outstanding for Flat 8.Building record · Confirmed by Eleanor Shaw on 10/08/2026

9. Health, safety & compliance

Asbestos survey or register for the common parts: An asbestos survey of the communal areas was carried out in 2022; no asbestos-containing materials were identified requiring action.Building record · Confirmed by Eleanor Shaw on 10/08/2026
Communal electrical installation — last inspection (EICR): The communal electrical installation was last inspected (EICR) on 8 May 2023; no urgent remedial items were identified.Building record · Confirmed by Eleanor Shaw on 10/08/2026
Water / legionella risk assessment: A legionella risk assessment of the communal water system was carried out on 12 June 2025; no significant risks were identified.Building record · Confirmed by Eleanor Shaw on 10/08/2026
Energy Performance Certificate for the flat being sold: Flat 8's EPC rating is C (74), valid until 3 September 2032.EPC register · Confirmed by Eleanor Shaw on 10/08/2026

10. Fire safety

Date of the most recent fire risk assessment: 14 January 2026, carried out by Bristol Fire Risk Consultants.Fire Risk Assessment — March 2026.pdf · Confirmed by Eleanor Shaw on 10/08/2026
Are any actions from the assessment outstanding?: All actions from the assessment have been completed.Fire Risk Assessment — March 2026.pdf · Confirmed by Eleanor Shaw on 10/08/2026
Servicing of fire alarm, detection and emergency lighting: The communal fire alarm and emergency lighting are serviced quarterly by Southwest Fire Systems; last serviced 2 July 2026.Building record · Confirmed by Eleanor Shaw on 10/08/2026

11. Building Safety Act & external wall

Is the building a higher-risk building under the Act?: No — the building is four storeys (approximately 12 metres), below both the seven-storey and 18-metre thresholds.Building record · Confirmed by Eleanor Shaw on 10/08/2026
Is there an EWS1 form or external wall assessment?: Not required — the external walls are traditional brick construction with no cladding system.Building record · Confirmed by Eleanor Shaw on 10/08/2026
External wall materials and any known cladding concerns: Solid brick masonry external walls with no applied cladding. No concerns have been raised.Building record · Confirmed by Eleanor Shaw on 10/08/2026

12. Disputes, notices & history

Are there any current or recent disputes?: None.Building record · Confirmed by Eleanor Shaw on 10/08/2026
Any known breaches of lease relating to the flat being sold?: None known.Building record · Confirmed by Eleanor Shaw on 10/08/2026
Any statutory notices affecting the building?: None.Building record · Confirmed by Eleanor Shaw on 10/08/2026
Any First-tier Tribunal (Property Chamber) history?: None.Building record · Confirmed by Eleanor Shaw on 10/08/2026
Any breach or forfeiture action concerning the flat being sold?: None.Building record · Confirmed by Eleanor Shaw on 10/08/2026
Any ongoing complaints or unresolved issues in the building?: None outstanding.Building record · Confirmed by Eleanor Shaw on 10/08/2026

Peppercorn One provides administrative tools and guidance to assist with the preparation of management information. It does not provide legal advice. Users remain responsible for reviewing and approving all information before it is issued.