From your first conversation to full, confident control.

1. 01

   Initial review

   Understand your current position before making any decisions.

   • Review your lease, especially the management provisions and obligations.
   • Find the managing agent’s contract: notice periods and termination terms.
   • Look at recent service charge accounts and any major works history.
   • Talk to other leaseholders and find two or three willing directors.

   Open a shared folder in the platform and keep every conversation and document in it from day one.

2. 02

   Structure decision

   Confirm your legal vehicle: an existing RMC, or an RTM company if none exists.

   • Check your lease and the title register for a Resident Management Company.
   • Only where no suitable RMC exists, consider forming an RTM company.
   • Appoint the agreed resident directors correctly through Companies House.

   Our RMC or RTM guide sets out how to tell the difference.

3. 03

   Legal and formal steps

   Serve the right notices, in the right form, on time.

   • Issue the statutory notices, including the claim notice for an RTM claim.
   • Use a solicitor with specialist leasehold experience for the formal process.
   • Check consultation duties, such as Section 20, where major works or long agreements apply.

   The compliance calendar tracks the dates that flow from each step.

4. 04

   Transition planning

   Plan a handover that residents do not notice.

   • Request handover records, contracts, certificates and accounts from the outgoing agent.
   • Review every contract and supplier, noting renewal dates and notice periods.
   • Plan service continuity, so there is no gap in cover.

   See what to ask your agent for.

5. 05

   Financial setup

   Be ready to collect, hold and account for the money.

   • Open a dedicated bank account in the company’s name.
   • Consider a reserve fund account for planned and major works.
   • Set a first-year budget from actual costs and a clear demand schedule.
   • Plan for year-end accounts to be prepared and certified.

   Professional plans include service charge tools, and Murphy Thompson Moore LLP can prepare the accounts.

6. 06

   Go live

   Take control, tell residents and launch the platform.

   • Confirm the effective date in writing with all parties.
   • Send a clear, friendly notice to every resident.
   • Activate Leasehold Clarity so directors and residents have full visibility from day one.

   You are in control. We support you at every step.

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