Standard Letters

Below are forms and letters that may be needed as part of management of your tenanted property. We have set these out below to assist with any steps that you need to take. Please note, this assumes that either you own the property outright or any mortgage lender has given permission to let and that if the property is leasehold there are no restrictions to letting in the lease.

Downloadable Documents and Letters

Downloadable Forms 

NB: These documents are not suitable for Scotland and Northern Ireland. If you are a landlord in require assistance to evict a tenant in these jurisdiction, we recommend seeking legal advice.

Guidance & Videos

To help with landlord processes, we have put together some guidance resources below, including some short videos and ‘how to’ guides.

Landlord & Tenant Processes

When dealing with tenants it’s important that you follow the correct procedures. We’ve provided the steps you need to take with any supporting information below to help you ensure that you are following the correct process.  These are provided for each region of the country as they have a different set of rules.  For more information or advice please call the Saga legal helpline on 0800 302 9012.

Properties in England

  Documents Further information
Before you rent

 

 

 Energy Performance Certificate (Minimum EPC rating of E; to be increased to C in 2025)

 

 Get a new energy certificate – GOV.UK (www.gov.uk)
HMO Licence If required. Check with your local authority: Find your local council – GOV.UK (www.gov.uk)

 
Selective Licence If required by local authority

Find your local council – GOV.UK (www.gov.uk)

 
Landlord Gas Safety Certificate Gas safety checks – who needs them? (hse.gov.uk)

 
Install Smoke  and Carbon Monoxide Alarms

 
Start of Tenancy

 

 

 Right to rent checks on prospective Tenants Checking your tenant’s right to rent: Who you have to check – GOV.UK (www.gov.uk)

 
Day 1 check that Smoke and Carbon Monoxide Alarms are working

 
Documents and Information to provide to Tenants How to Rent Guide How to rent – GOV.UK (www.gov.uk)

 
Deposit Ensure deposit amount is not higher than maximum allowed under Tenant Fees Act 2019

 
Deposit Protection Tenancy deposit protection: Overview – GOV.UK (www.gov.uk)

 

 
‘Prescribed Information’ about the Deposit The Housing (Tenancy Deposits) (Prescribed Information) Order 2007 (legislation.gov.uk)

 
Your address (or that of your agent) for service of any Notices

 
Energy Performance Certificate

 
Gas Safety Certificate

 
Ongoing actions needed Annual Gas Safety Check (and provide certificates to Tenant)

 
Five Yearly electrical safety check

 
Regular checks/maintenance and prompt repairs