Templates, tips & documents

It's important to have all of the information available to you that helps you make the best decision for you and your children.

Below we have a range of documents you can download to help you.

Preserving family relationships

Questions to consider

Case study – The unexpected equitable gift

Gift and loan

Gift versus loan – pros and cons

Gifting money to your child – guidelines on structuring

Gift letter

Case study – Into the wrong hands

How much can you afford?

Parent’s risk guidance questionnaire

Case study – Made to feel guilty

How much can children afford?

First homebuyer's budget checklist

Genuine savings and gift letter

Funding options

Funding options to help your child with a home deposit

Case study – Say buy to your children, with confidence

Document everything

Family loan deed template

Family loan deed template (discretionary repayments)

Summary of top tips and traps – Bank of Mum and Dad

Case study – He wouldn't leave the house

Free Home Equity Release Loan Guide

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