Commercial Conveyancing Templates Pack

Conveyancing Legal Document Pack for Commercial Property Transactions in England and Wales

This comprehensive pack of solicitor-grade templates is designed to support legal professionals, commercial conveyancers, and property consultants in managing commercial property transactions efficiently and in full compliance with UK legal standards. It covers every critical stage of the transaction lifecycle—from client instruction through to post-completion.

All templates have been structured to reflect best practice under English and Welsh law and are suitable for freehold and leasehold commercial property matters, whether acting for the buyer, tenant, seller, landlord, or lender.

Included Documents and Templates

1. Commercial Property Client Instruction Form

A detailed client onboarding document capturing key transaction data, identity checks, source of funds declarations, and instruction confirmation. Essential for risk management and professional compliance.

2. Heads of Terms Template

Structured to set out the core commercial terms of the transaction before formal contract drafting. Includes tick-box provisions for break clauses, rent-free periods, repairing obligations, permitted use, and security of tenure.

3. Lease Drafting Template (Full Repairing & Insuring Lease)

A complete, solicitor-drafted commercial lease template including prescribed clauses, schedules, rent review provisions, repairing covenants, rights reserved, and optional break clauses. Suitable for leases over 7 years requiring Land Registry registration.

4. Licence to Assign Template

A legally robust template to formalise a landlord’s consent to assign an existing lease. Includes provisions for Authorised Guarantee Agreements (AGAs), conditions of consent, and indemnities.

5. Deed of Covenant

Used when a lease assignment requires the incoming tenant to enter into a direct agreement with the landlord. Ensures enforceability of lease covenants by the landlord post-assignment.

6. Rent Deposit Deed Template

Sets out the terms under which a rent deposit is held as security for tenant obligations. Includes detailed provisions for use, interest, replenishment, return of funds, and assignment.

7. Commercial Property Enquiries (CPSE 1, 2, 3, 4, 5 or 6)

Adaptable template covering standard commercial property enquiries for use in freehold sales, lease assignments, or new leases. Includes core enquiries on title, planning, occupation, outgoings, and insurance.

8. Report on Title (Commercial)

Structured template for preparing a solicitor’s Report on Title, clearly setting out title risks, lease terms, planning, environmental factors, and recommendations. Suitable for use in lender reports and client due diligence.

9. SDLT and Land Registry Submission Checklist

Step-by-step checklist to manage post-completion obligations, including submission of SDLT returns, HM Land Registry forms, disbursement tracking, and timeline reminders. Helps preserve registration priority and compliance.

10. Completion Statement Template (Commercial)

A professional financial summary template itemising purchase price, VAT, adjustments (rent, service charge), disbursements, SDLT, and legal fees. Can be tailored for both purchases and leases.

11. Undertaking Template – Commercial Property

Solicitor-grade undertaking for use in connection with purchase funds, lender undertakings, registration obligations, or charge discharge confirmations. Compliant with the SRA’s rules on undertakings.

Who This Pack Is For

• Commercial property solicitors

• Paralegals and legal executives in real estate teams

• Licensed conveyancers

• Legal consultants working on transactional property matters

• In-house property and asset managers requiring legal documentation templates

Benefits of This Template Pack

• Time efficiency: Save hours of drafting time with structured, solicitor-drafted templates.

• Consistency and quality: Maintain drafting consistency across files and transactions.

• Risk management: Reduce the risk of omissions or procedural errors in title reports, SDLT, or registration.

• Compliance-ready: Aligns with current SRA, HM Land Registry, and HMRC requirements.

• Fully customisable: Editable Word documents suitable for bespoke client use and firm precedent banks.

File format: Microsoft Word (.docx)
Jurisdiction: England and Wales
Last updated:  2025
License: For professional use within your practice or business. Redistribution prohibited.

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