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England only

Check the demand in front of you.

Answer nine practical questions. You will finish with a clear list of what you found, what you still need and an email you can send for the missing documents.

Read the demand guide All practical tools
A service charge statement arriving in an envelope
Start with the demand and the documents that came with it.
The demand in front of you

Add enough detail to recognise it later.

Everything you type stays in this browser tab. The optional details only appear in the email you can copy at the end.

You are using the checklist to review a demand you received.

01

Demand formalities

Record what is present, missing or still uncertain.

01Is the demand in writing?

Keep the demand itself, not only a bank entry or payment reminder.

02Does it give the landlord’s name and address?

A managing agent’s details are not always enough. The lease structure can affect this check.

03Has the landlord given an address in England or Wales for notices?

This may appear on the demand or in a separate notice. Check the documents you have received.

04Is the prescribed summary of rights and obligations attached?

This is a separate statutory summary for variable service charge demands.

05For older costs, do you know when the cost was incurred and whether notice was given?

The 18-month rule turns on when the cost was incurred and whether the required notice was served. The date on the demand alone is not enough.

If the costs are old

Put the dates side by side.

The 18-month rule depends on when the cost was incurred and whether an earlier notice was served. Use the dates shown by the documents, not a guess.

Add the cost date to compare the dates

Add the date the cost was incurred before using the timing prompt.

02

Lease and supporting evidence

Separate a formal demand check from the documents needed to understand the charge.

01Can you identify the lease provision relied on?

Record the clause and page. Do not assume that a familiar cost is recoverable under every lease.

02Is there a clear breakdown of the amount?

Keep the budget, statement or schedule that explains what the demand covers.

03Do you have the supporting documents needed for your question?

That could include invoices, accounts, insurance schedules, reports or contracts.

04If works or a long agreement are involved, has the consultation route been checked?

This records a review point. It does not decide whether consultation was required or completed.

Your answers

Your answers will appear here.

Choose Yes, No or Not sure as you read the demand. We will separate what is present, missing and uncertain.

Email you can copy

No request has been drafted.

Mark a question No or Not sure and the relevant point will be added here.

Your request will appear after you identify something missing or uncertain.

Take the next step in LEASE-iQ

What does the lease require before this payment is due?

Use this for a demand, balancing charge, annual accounts or missing supporting papers.

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Keep checking: Use the demand checker for the papers in front of you. Use LEASE-iQ to establish the lease route behind them.

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What this checklist relies on

Landlord and Tenant Act 1985, section 21B Summary of rights and obligationsLandlord and Tenant Act 1987, section 47 Landlord details in written demandsLandlord and Tenant Act 1987, section 48 Address for notices in England and WalesLandlord and Tenant Act 1985, section 20B Time limit for relevant costsLEASE guidance Plain-English demand guidance from the Leasehold Advisory Service

Sources checked 18 August 2026. The legislation links are the controlling sources. The checklist does not test lease authority, reasonableness, consultation, disputed facts or every exception.