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
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