Information required from you

Providing Information to Your Conveyancer in Yeovil, Somerset and Beyond

Providing your conveyancer with as much information as possible, and as early as possible, will help get things moving quickly and reduce the risk of costly delays. This applies whether you are moving within the local area or arranging conveyancing in Yeovil, Somerset and beyond.

Your conveyancer will need the following:

​

Proof of ID and Source of Funds

​

As a conveyancer, I am required to carry out due diligence checks and comply with Anti-Money Laundering (AML) regulations. This means verifying your identity and your source of funds.

​

For ID verification, you will need:

​

• A valid passport or full photocard driving licence

• Proof of your home address such as a recent utility bill, council tax bill, or bank statement (less than three months old)

For proof of source of funds, usually at least the last three months’ statements from your current and savings accounts will be required.

If you are receiving a gifted deposit from overseas, or funding the entire purchase with overseas funds, further evidence will be needed. This may include:

​

• A signed gift letter

• Evidence of the donor’s source of funds

• The donor’s ID

• Currency transaction or transfer documentation

Once you have provided the details, further guidance will be given if additional checks are required. Providing this promptly is key to starting the conveyancing process without unnecessary delay.

Details of the Property

Please ensure your estate agent has your conveyancer’s contact details so that a Memorandum of Sale can be issued quickly.

If you are selling, organise your paperwork early. You will need to provide:

​

• Property Information Form (TA6) with supporting documents such as:

  • Planning permissions and building regulation consents for any alterations or extensions

  • Current Energy Performance Certificate (EPC)

  • FENSA or equivalent certificates for any windows or doors installed after 1 April 2002

  • Guarantees or warranties for work carried out or appliances

  • Details of any unusual conditions on your building insurance and any claims made

  • Notices received affecting your home or nearby properties

  • Agreements affecting the property such as contributions to a shared driveway or road

• Fixtures and Fittings Form (TA10) stating what is included in the sale and any agreements for additional items such as appliances or furniture.

• For leasehold properties, a completed Leasehold Information Form (TA7) plus:

  • Landlord/managing agent and management company contact details

  • Service charge and ground rent statements for the past three years

  • Building insurance details and the latest payment receipt

  • Corporate documents if you own a share of freehold, such as the memorandum and articles of association and your share certificate

Leasehold sales typically take longer due to third-party involvement, so providing the information above at the start is crucial.

Details of a Lender

If you are selling a property, provide details of any mortgages or loans registered against it, including:

​

• The lender’s name

• Mortgage account number(s)

• Details of any further secured borrowing

If you are buying with the help of a mortgage, give your lender your conveyancer’s details so the formal mortgage offer can be issued. Once approved, your lender will send a copy of the offer directly to your conveyancer.

Understanding the Conveyancing Process in Yeovil and Somerset

Whether you use licensed conveyancers, property solicitors in Yeovil, or other lawyers in Somerset, the process follows similar steps:

​

• Instruction and Initial Checks – Contracts are issued or reviewed, identity checks are carried out, and searches are requested.

• Searches and Enquiries – Local authority, environmental, drainage, and planning searches are essential in Somerset. Rural properties may require extra checks on septic tanks, rights of way, or agricultural restrictions.

• Exchange of Contracts – Once both sides are happy with the terms, the agreement becomes legally binding.

• Completion – Funds are transferred, keys are released, and the property formally changes hands.

Local Somerset Considerations

​

• Heritage and conservation restrictions in some towns and villages can affect building work and extensions.

• Certain areas are prone to flooding, making Environment Agency flood risk checks important.

• Rural properties may have public rights of way, shared road access, or other maintenance obligations.

Choosing the Right Professional

When looking at conveyancing solicitors in Yeovil or surrounding Somerset areas, consider:

• Local knowledge of property types and potential legal issues

• Transparent fees with no unexpected extras

• Good reviews for communication and efficiency

• Experience handling both freehold and leasehold transactions

Frequently Asked Questions About Conveyancing in Yeovil, Somerset and Beyond

What does conveyancing involve?
It covers all legal work to transfer ownership, including searches, reviewing contracts, liaising with lenders, and registering the change at HM Land Registry.

How long does it take?
Typically 8–12 weeks, but leaseholds and complex rural transactions may take longer.

Do I need to be in Yeovil to complete my conveyancing?
No — many conveyancers offer secure online systems so you can complete the process from anywhere.

What’s different about leasehold?
Extra documentation is needed from third parties, meaning early preparation is essential.