Residential Purchase Instruction
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Residential Instruction Form - Purchase

Please use the form below to help us get things started. The details you give will be used to draft legal documents so it is important that they are accurate and should match the details in your identification documents. If you are buying jointly please also include the other person’s details in the ‘second client’ section. Where information is identical for both of you (e.g., address) please select ‘same.’

Section 1 – Contact Details

First Client

Other Contacts

Section 2 – Property Details

Section 3 – Other Occupiers

Other than the purchasers please give the names of all persons over 17 years of age who will live with you in your new home

Section 4 - Source of Funds and Wealth

As a law firm we operate within the money laundering regulated sector and as such we are required to undertake checks into a client’s source of funds and source of wealth in order to be satisfied that our clients’ financial and other assets have not been obtained through criminal activity. Please understand this is a regulatory obligation on our part and complete details of your source of funds and source of wealth below.

Source of Funds

The funds for your transaction can come from a number of sources such as savings, an inheritance, a gift from a relative, company dividends, the sale of another property, shares or a compensation award. Please provide evidence of the source of your funds / “source of balance” including copy bank statements and/or savings statements.

Please note we will be unable to accept any funds into our client account until we are in receipt of satisfactory evidence of your source of funding

Please upload all evidence of source(s) of balance

Source of Wealth

Your source of wealth relates to how you acquired your total wealth not just the funds for this transaction for example, what activity has generated or contributed to the accumulation of your financial or other assets.

Please categorise details of your source of wealth below, by ticking the applicable source(s) and providing the details:


Please sign to confirm that we may contact the third-party provider of this money as we have obligations to carry out Money Laundering Checks on all persons providing funds, and to recommend where appropriate that they seek independent legal advice.

I / We hereby authorise Roythornes to contact the party providing part of my purchase money:

Section 5 - SDLT Liability

If this purchase is intended to replace your current main residence which has not yet been sold, the higher rate SDLT is payable on completion of your purchase. A refund of the difference between the normal rates and the additional Higher Rate SDLT can be claimed from HMRC provided the sale of your former main residence completes within 3 years of your purchase.

To be eligible for First Time Buyer relief up to £425,000 can you confirm all purchasers have NOT at any time had an interest in any property anywhere in the world. This includes previous acquisitions by inheritance or gift, or by a financial institution on behalf of a person under an alternative scheme. The property must also be occupied as your residence to claim the relief.

If you’re not present in the UK for at least 183 days (6 months) during the 12 months before your purchase, you are ‘not a UK resident’ for the purposes of SDLT.


Please read the statement below and tick the checkbox to confirm:

I/We certify that the above information is correct and that Roythornes Limited may utilise this information when preparing the SDLT return on my/our behalf and submitting SDLT payment on completion:

Verfication of Identity

Our professional rules require us to undertake verification of identity checks for which we need to collect certain information from you. In order to securely and efficiently complete this process you will receive an email from Roythornes Solicitors with the e-mail . This e-mail will contain a link inviting you to provide details and evidence of ID. The process is quick and easy to use and can be completed on a computer or mobile phone.

When you click on the link you will be taken to the Legl system, which will guide you through the process. For more information please see Protecting your identity - Roythornes Solicitors.

Section 6 – Security

Please enter a “Safe” word below. We will use this to verify your identity if during the transaction we request sensitive information from you such as your bank details.

Section 7 – Terms and Conditions of Business

Please read the statements below and e-sign the declaration and agreement:

The Lawyer dealing with your case is qualified to advise you on property law. You will need to consult other appropriately qualified professionals for advice on non-legal matters such as the structural condition of a property, its services and market value and tax liabilities. For advice on separate legal issues such as matrimonial settlement or making a Will please ask and we will arrange for the appropriately qualified lawyer to contact you.


Everything we discuss with you is dealt with in the strictest confidence. However, in property transactions certain information must be passed to other parties involved. Your instructions to us will be taken as your authority to communicate such information when we consider it appropriate, to ensure the successful implementation of your instructions.

Section 8 – Declaration and Agreement

Next Steps

Once completed, this form is automatically sent to our Residential Conveyancing Team for processing. In addition, our Business Support Team will also carry out the necessary checks to verify your ID. Please note it may be necessary for further checks to be carried out in which case additional identification or information may be required.

Privacy Notice

Your trust is important to us and it is equally important that you understand how we collect and use your data. To find out more, please read our Privacy Notice or visit our website at any time.

Complaints Procedure

Our aim is to provide you with a service you should be fully satisfied with. We genuinely welcome your comments and any recommendations you may have to improve our service. In the unfortunate event that you are dissatisfied with our service, and you cannot resolve matters with the person dealing with your transaction, please ask to speak to their supervisor who will explain our complaints procedure and deal with your complaint.