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Adding the Sale of a Property

  • Updated

Details of your sale

After selecting to add a source, you will then have the option to select sale of property. When adding a sale you'll need to provide the following information:

  • The amount from the sale being used for the new purchase

  • If the sale has been completed

  • The name of the law firm acting for you in the sale

  • The date you completed, or a date you expect to complete

  • If the funds are coming from outside of the UK

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Once you have added the source, you'll see the outstanding balance update to reflect this. If you need to change or remove the savings please select 'edit' next to it.

Evidencing your sale

If you add a sale as a source you will be given a new task to provide a copy of the contract for the sale after completing the task.