Conveyancing in Langport, Yeovil, Bridgwater and Somerset
What is the Sales Process in Conveyancing?
A Step-by-Step Guide for Property Sellers in England and Wales
Selling a property in England or Wales involves a structured legal process known as conveyancing. From choosing a solicitor to handing over the keys, each stage must be completed accurately to avoid delays, extra costs, or legal risks.
Below is a detailed, bullet‑point breakdown of the full sale timeline.
1. Instructing a Conveyancer
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Once you have accepted an offer from a buyer, instruct a conveyancing solicitor or licensed conveyancer immediately.
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Your conveyancer will open your sale file, confirm costs, and outline the process.
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Early instruction ensures the legal work starts quickly and prevents buyer frustration or risk of withdrawal.
2. Confirmation of Instructions
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Soon after instruction, you will receive a client care pack. This usually includes:
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Client Care Letter – confirms your instructions, the firm’s terms, and fees.
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TA6 Property Information Form – covers boundaries, disputes, utilities, services, guarantees, and alterations.
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TA10 Fittings and Contents Form – confirms what is included/excluded in the sale.
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TA7 Leasehold Information Form – required if the property is leasehold.
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Client Questionnaire – collects extra details for compliance and drafting.
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Complete all forms accurately and return promptly — incomplete replies can stall the process.
3. Identity Checks
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You must provide documents for anti‑money laundering compliance:
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Valid photo ID (passport or driving licence).
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Recent proof of address (utility bill or bank statement less than 3 months old).
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These checks are mandatory before work can proceed.
4. Title Deeds and Mortgage Details
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Once initial funds on account are paid to your conveyancer (to cover document fees, etc.):
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The title register is obtained from HM Land Registry for registered properties.
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Original paper deeds are requested for unregistered properties.
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Redemption figures are requested from your mortgage lender to determine the payoff amount on completion.
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Getting these details early avoids delays later.
5. Preparing the Contract Pack
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Your conveyancer prepares the draft sale contract.
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The contract pack sent to the buyer’s solicitor includes:
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Draft contract.
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Official title documents.
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Completed TA forms.
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Supporting guarantees, building regulation approvals, EPC, and warranties if available.
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6. Buyer’s Pre‑Contract Enquiries
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The buyer’s solicitor reviews the pack and raises formal questions to clarify:
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Land boundaries, access rights, and covenants.
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Planning permissions or building works.
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Leasehold details (if applicable) via a management pack.
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They will also send a draft Transfer Deed (TR1) for approval.
7. Replying to Enquiries
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Your conveyancer answers as many enquiries as possible using their own records.
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Property‑specific questions will be referred to you for clarification — e.g., details of past works or missing documentation.
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Any agreed contract amendments are sent to the buyer’s solicitor.
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The Transfer Deed is approved once agreed.
8. Signing Sale Documents
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When documents are finalised, you will:
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Sign the sale contract.
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Sign the Transfer Deed (TR1).
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If you have a mortgage, your solicitor will arrange the discharge form (DS1) for completion.
9. Clearing Final Conditions
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Before contracts can be exchanged, the buyer’s solicitor must confirm they:
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Are satisfied with all enquiry replies.
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Have acceptable search results (local, water, drainage, environmental).
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Have a valid mortgage offer in place.
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Any new issues from searches are resolved before moving on.
10. Completion Statement
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Your solicitor issues a completion statement, detailing:
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Sale price.
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Mortgage redemption amount.
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Legal fees and disbursements (e.g., Land Registry fees).
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Estate agent’s fee.
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Net proceeds payable to you on completion.
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11. Exchange of Contracts
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Once all issues are cleared:
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A fixed completion date is agreed.
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Contracts are exchanged by the solicitors over the phone.
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The buyer pays their deposit (typically 10% of the price).
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Exchange makes the sale legally binding — withdrawal at this stage carries heavy penalties.
12. Completion Day
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On the agreed date:
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The buyer’s solicitor transfers the purchase price to your conveyancer.
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Your solicitor redeems your mortgage and pays the estate agent.
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Fees and disbursements are deducted.
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The net proceeds are sent to your bank via CHAPS or BACS.
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The estate agent releases the keys to the buyer once funds are received.
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If tenants remain in the property, their tenancy transfers to the buyer under agreed terms.
Conveyancing Tips for a Smooth Sale
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Return all forms and documents promptly.
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Keep certificates for any works (boilers, electrical, extensions).
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Be upfront about disputes or issues — they will be revealed during searches.
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Maintain regular contact with your conveyancer to keep the process moving.
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Agree on realistic timelines with the buyer at the start.