Leasehold management pack

England & Wales

A leasehold management pack is the set of information about a leasehold flat and its building that the freeholder or managing agent provides when the flat is sold, so the buyer’s solicitor can check the running costs, the state of the building and any disputes. It is built around the LPE1, the Law Society’s standard Leasehold Property Enquiries form, and is sometimes called a leasehold information pack or the replies to LPE1. The seller orders and pays for it, and in England and Wales there is currently no legal cap on the fee or deadline for providing it.

What the pack contains

The LPE1 asks the freeholder or managing agent to confirm the facts only they hold. A typical pack includes:

Service charge accounts for recent years, the current budget and any arrears on the flat, and the balance of any sinking fund or reserve.

The service charge apportionment, planned major works and any Section 20 consultation under way.

The ground rent payable, the next review date and who to pay.

The buildings insurance policy and schedule, and any claims.

Building safety information, including the fire risk assessment, any external wall assessment or EWS1 form, and for buildings of 11 metres or more the landlord’s certificate and any leaseholder deed of certificate already provided.

Disputes, tribunal cases, breaches of the lease, and any right to manage or freehold purchase claim.

What the buyer must do on completion, such as serving a notice of assignment, signing a deed of covenant or buying a share in a management company, and the fees for each.

The buyer’s solicitor uses the replies to complete the TA7 leasehold information form and to report to the buyer’s lender, so the sale usually cannot move to exchange until the pack has arrived.

How much it costs and how long it takes

Fees are set by the freeholder or managing agent. Most packs cost between £200 and £500 plus VAT, with larger blocks and expedited requests at the top of that range, and the fee is not refunded if the sale falls through. Turnaround is usually two to four weeks, but because no deadline applies some packs take much longer. Expect further charges after completion for registering the new owner, such as notice of transfer and deed of covenant fees.

What is changing

Section 67 of the Leasehold and Freehold Reform Act 2024 lets the government set by regulations what information a landlord must provide to help a sale, the deadline for providing it and the maximum fee. As of November 2026 that section is not in force and no fee cap or deadline has been set, so the pack is still priced and timed by whoever manages the building.

If you are selling a let flat

From working with landlords who sell leasehold flats, we see the same delay again and again: the pack is ordered only once a buyer is found, and the sale then waits weeks for information the landlord could have gathered at the start. Order the pack as soon as you accept an offer, or ask the managing agent how long they are currently taking before you market the flat, and budget for an update if the sale runs on for several months.

Much of what the pack reports can be checked in advance from your own records: the last three years of service charge demands, the ground rent paid, insurance details and any letters about major works or building safety. Keeping those in August’s document storage lets your solicitor answer the buyer’s follow-up questions without waiting on the managing agent a second time. If the flat is let, tell the buyer’s solicitor early whether the tenancy will continue, because the pack covers the building, not your tenancy.

Frequently asked questions

Who pays for the leasehold management pack?

The seller. You order it from the freeholder or managing agent, usually through your solicitor, and pay before it is released. A buyer cannot normally order it themselves because the managing agent deals only with the current leaseholder.

What is the difference between the LPE1 and the LPE2?

The LPE1 is the pre-contract enquiries form that forms the core of the management pack. The LPE2 is a shorter form completed near completion, confirming the final figures for service charge and ground rent so they can be split between seller and buyer.

Is there a legal limit on management pack fees?

Not yet. The Leasehold and Freehold Reform Act 2024 gives the government power to cap the fee and set a deadline, but those provisions are not in force. Until they are, the charge is set by the managing agent, subject to anything your lease says.

Do I need a management pack for a freehold house?

Not usually. If a freehold house is on an estate with a management company that charges for shared areas, the equivalent is the FME1 form, which covers the estate charges and the company’s accounts.

August brand background - dark green

Available on:

Download August on the App Store
Use August on the web
Get August on Google Play

Stay ahead of Making Tax Digital

Making Tax Digital for Income Tax means keeping digital records and sending HMRC an update every quarter. August is recognised by HMRC. It keeps your records as you go, sends your quarterly updates and reminds you before every deadline. Whether MTD applies to you this year or later, you'll be ready.

30-day free trial

Cancel anytime

Setup in under 5 minutes

app screenshot
August brand background - dark green

Available on:

Download August on the App Store
Use August on the web
Get August on Google Play

Stay ahead of Making Tax Digital

Making Tax Digital for Income Tax means keeping digital records and sending HMRC an update every quarter. August is recognised by HMRC. It keeps your records as you go, sends your quarterly updates and reminds you before every deadline. Whether MTD applies to you this year or later, you'll be ready.

30-day free trial

Cancel anytime

Setup in under 5 minutes

app screenshot
August brand background - dark green

Available on:

Download August on the App Store
Use August on the web
Get August on Google Play

Stay ahead of Making Tax Digital

Making Tax Digital for Income Tax means keeping digital records and sending HMRC an update every quarter. August is recognised by HMRC. It keeps your records as you go, sends your quarterly updates and reminds you before every deadline. Whether MTD applies to you this year or later, you'll be ready.

30-day free trial

Cancel anytime

Setup in under 5 minutes

app screenshot
August forest green background

Your portfolio deserves better than a spreadsheet.

Join 3,000+ UK Landlords and Tenants who track compliance, collect rent, and manage all their properties from one dashboard.

No credit card required · Free for up to 2 tenancies · No commitment

August forest green background

Your portfolio deserves better than a spreadsheet.

Join 3,000+ UK Landlords and Tenants who track compliance, collect rent, and manage all their properties from one dashboard.

No credit card required · Free for up to 2 tenancies · No commitment

August forest green background

Your portfolio deserves better than a spreadsheet.

Join 3,000+ UK Landlords and Tenants who track compliance, collect rent, and manage all their properties from one dashboard.

No credit card required · Free for up to 2 tenancies · No commitment