Free templates
Block management templates for UK directors
AGM minutes, Section 20 notices, director checklists and service charge budgets — downloadable and free. If you are searching for these, you are already organising your block.
AGM Minutes Template for UK Residential Blocks
Free AGM minutes template for RMCs and residents' associations. Covers quorum, resolutions, financial report and action points — ready to fill in after your annual general meeting.
Download freeSection 20 Consultation Notice Template (Qualifying Works)
Free Section 20 consultation notice template for UK leasehold blocks. Covers qualifying works over the consultation threshold — description, cost estimate and 30-day observation period.
Download freeRMC Director Duties Checklist (UK Leasehold Blocks)
Free checklist of RMC director duties for UK residential blocks — Companies House filings, AGM, insurance, Section 20, health and safety, and record-keeping.
Download freeService Charge Budget Spreadsheet Template
Free service charge budget spreadsheet for UK blocks. Budget vs actual by category, per-flat apportionment and reserve fund — opens in Excel or Google Sheets.
Download freeAGM Agenda Template for UK Residential Blocks
Free AGM agenda template for RMCs and RTM companies. Standard running order — approval of minutes, director reports, finances, elections and AOB — ready to circulate before your annual general meeting.
Download freeSection 20 Estimates Notice Template (Stage 2)
Free Section 20 stage 2 estimates notice template for UK leasehold blocks. Circulate at least two estimates for qualifying works and invite leaseholder observations.
Download freeNew Leaseholder Welcome Letter Template
Free welcome letter template for new flat owners in a UK leasehold block. Covers service charges, building insurance, how to report repairs and how to join block communications.
Download freeService Charge Demand Letter Template (UK)
Free service charge demand letter template for UK leasehold blocks. Covers amount due, payment deadline, summary of rights and where to request supporting documents.
Download freeReserve Fund Planner Spreadsheet Template
Free reserve fund / sinking fund planner for UK blocks. Track planned major works, estimated costs, target balance and annual contribution — opens in Excel or Google Sheets.
Download freeContractor Quote Comparison Spreadsheet
Free contractor quote comparison spreadsheet for UK block major works. Compare up to four quotes side by side — price, scope, programme and exclusions — for Section 20 and board decisions.
Download free