Four paragraphs of prescribed text that must accompany every service charge demand. Attach it and the demand stands. Omit it and a leaseholder can lawfully refuse to pay until you send it. Free to comply. Zero excuse to get it wrong.
This is the single cheapest compliance gap to fix in the whole leasehold world. The wording is set. You attach it. Every demand from that day is enforceable. The one-off effort is taking a decision to include it going forward, and briefing your agent if you have one.
The wording is statutory. You copy and paste it. No contractor, no survey, no fee. Your time to set up, once, is under an hour.
To copy the template, paste into your demand document or invoice template, save. After that, it is always attached.
Every quarterly, half-yearly, annual, or one-off service charge demand. Every leaseholder. Every time. No exceptions.
The summary must be in the prescribed form. You cannot rewrite it in your own words or summarise it further. It must be the statutory text, in full, attached to or printed on the demand. Anything else is non-compliance.
Pick the one that matches you. Each has a different fix.
The most common gap. Many self-managed blocks and small-agency managed blocks never attached it because nobody knew it existed. Directors typically discover this when a leaseholder disputes a demand and the agent has to reissue.
What to do. Copy the prescribed summary from the template below. Paste it onto every demand you issue from now on. If you use a document template for demands, update the template once. If you use accounting software, add the summary to the invoice template. If your agent issues demands, instruct them in writing to include it.
Some agents attach an out-of-date version, a summarised version, or their own wording. Any of those is non-compliant. The summary must be the 2007 Regulations text, verbatim.
A leaseholder who discovers a Section 21B defect has a legal basis to withhold payment until the summary is served. They may not have paid in months.
This is the exact wording set by Schedule 1 of the 2007 Regulations. Copy and paste. Do not edit. Do not summarise. The only personalisation is that the form refers to "your landlord" and "your home", which stay as-is. Sign-off with the landlord or agent's details should follow on the demand itself.
The goal is: the summary is served with every demand. Pick the route that works for how you issue demands.
Simplest for paper demands. Single-page demand on the front, prescribed summary on the back. No risk of the attachment being lost.
Works for Word templates and most accounting software. Keep it part of the same document so it travels with the demand whether printed or emailed. Reliable.
Acceptable if you always remember to attach. Risk: someone forgets. If you go this route, set the email template so the attachment is mandatory before the email can be sent.
Do not link to it, do not refer to it ("see attached summary online"), do not summarise it in your own words. It must be the full prescribed text served with the demand. A hyperlink to this page or anywhere else is not compliance.
The consequence is civil and contained. It does not invalidate the service charge itself, only the specific demand. The fix is reissuing.
Under Section 21B(4), a leaseholder may withhold payment of a demand that does not include the prescribed summary. The withholding is lawful until the summary is served. The service charge remains payable once the summary arrives, but the clock for late-payment penalties, interest, and forfeiture does not start until compliance.
Simply reissue the demand with the prescribed summary attached. The demand is now enforceable. Any interest clauses in the lease only start running from the compliant reissue, not the original defective demand. In practice this means you lose any late-payment interest between the defective and compliant demands. That is the only material cost.
If the defect has gone on for years, compliance from now on is straightforward. Enforcement of historic years is more complicated and fact-specific. If you are about to pursue forfeiture or a money judgement for historic unpaid service charges, take specific advice first. Free advice is available from the Leasehold Advisory Service (LEASE).
Section 21B applies only to service charge demands. Ground rent has its own prescribed form under Section 166 of the Commonhold and Leasehold Reform Act 2002. Ground rent without a Section 166 notice is also not enforceable. If you demand both in one document, both prescribed forms must be present.
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