case note

Question 1

Intro

Answer 1

-name
- role
- firm
- point of meeting
- sorry for your loss
- can I call you ….

Question 2

initial details

Answer 2

• confirm client’s name
• confirm address
• confirm contact details

Question 3

What I’ve seen

Answer 3

• detail docs

Question 4

Opening

Answer 4

• how can we help
• anything else
• ask about falling outs

Question 5

Tips

Answer 5

• Note down names and relationship
• draft questions (at least 3 or 4)
• take down address details in case note to refer to

Question 6

Questions for company

Answer 6

• Name
• Registered number
• Registered office
• Capacity of client
• Details of other directors

Question 7

Questions for Building

Answer 7

• Full address
• freehold/leasehold
• Title number / title plan
• How many floors
• what amenities are held?
• Access
• lease plan
  current physical condition

Question 8

Questions for lease area

Answer 8

• any parts not in demise?
• who is responsible for upkeep of joint areas?

Question 9

Questions for lease term

Answer 9

• how long is the lease?
• flexibility?
• will there be a break clause? - if so fixed or rolling? what’s the notice?

Question 10

Questions for lease term more 6 months

Answer 10

• opt out of Landlord Tenant act 1954

“The Landlord and Tenant Act 1954 offers tenants who occupya
property for the purposes of their business, under a lease for more than 6 months, a certain degree of security i.e., protection from eviction. Basically, a business tenant can continue to stay in a property after the end of their term, if certain conditions have been met. The tenant can then ask (often compel) the landlord to grant a new lease to them. The landlord can refuse to renew, but only in limited circumstances. Therefore, for shorter leases, most landlords want to exclude security of tenure and have the lease contracted outside of the provisions of the Landlord and Tenant Act 1954”