Preparing a cash statement for your claim
If you need this guidance in a language other than English or in alternative formats, please contact us and we will provide it for you. If you need extra help with making a claim we will work with someone who has your permission to represent you, such as a new solicitor or legal advisor, or a member of Citizens Advice or other support agency.
If, in the course of claiming compensation from us, you are unable to obtain certain documents, you may need to prepare a cash statement. This is a simple document listing the money the legal adviser received and paid out. It should show
- all the assets the legal adviser received
- all the amounts they have paid out, and
- the legal adviser's costs for work done.
If your cash statement is relating to a conveyancing transaction, you will need to include
- the sale price of the property
- the amount of your mortgage that should have been paid off
- the estate agent's fees
- details of the legal adviser's costs
- the purchase price
- money the legal adviser received in the form of the mortgage advance
- the deposit paid
- money the client has paid, and
- other expenses—for example stamp duty, land tax, registry fees and searches.