Who it’s for
- Blocks with weak service-charge visibility or poor budgeting.
- RTM companies and freeholders reviewing whether current demands hold up.
- Buildings where reserve funding and recovery need a more structured process.
Block management
Service Charge Budgeting
Cleaner budgets, compliant demands, and proper discipline across the full service-charge cycle.
We help blocks move from vague estimates and reactive chasing into a structured annual budget, demand, collection and year-end reporting process.
What’s included
- Annual budget preparation and line-by-line review.
- Demand issue and collection monitoring.
- Reserve-fund contribution planning within scope.
- Year-end reporting and financial visibility.
Sits outside the brief
- External accountancy or certification, unless agreed separately.
- Contested recovery or tribunal handling, unless instructed.
- A promise to fix every historic budgeting problem inside one cycle.
What the proposal sets out
- The proposal clarifies whether the brief is budgeting only, full service-charge administration, or part of wider management.
- Historic records and prior-year files are reviewed before any budget assumptions are fixed.
- External accountant or certification work stays separate where the lease requires it.
Where buildings go wrong
The recurring problems we’re built to fix
Changing managing agents only helps if the new one actually fixes the underlying problems.
Budgets that are hard to explain or defend to leaseholders.
Poor visibility on what the service charge is actually funding.
Reserve balances that are unclear or obviously under-planned.
How it works
Visible from the start
How we stabilise the building file, reset responsibilities, and start the recurring management rhythm.
Step 1
Review the current file
We assess the existing budget, demand history, reserve position and any obvious compliance or transparency gaps.
Step 2
Build the budget and demands
We prepare the new budget with supporting rationale and set the issue and collection process for the coming cycle.
Step 3
Track it through the year
We monitor collection, variances, the reserve position and the year-end process so the numbers stay visible.
Specialist detail
What this specialist service covers
The scope, controls and delivery detail that matter before you appoint anyone.
The full cycle
Budget preparation, demand issue, collection monitoring, reserve-fund planning and year-end reconciliation. All run as a proper cycle that stands up to scrutiny, not a spreadsheet pulled together at the last minute.
Transparency and recoverability
Budgeting only works when leaseholders can see the logic. We focus on line-by-line clarity, prior-year comparison and demands that meet statutory requirements as standard, not as small print.
FAQs
Questions directors, freeholders and RMC boards usually ask
What’s next
Looking after a building? Tell us about it.
The building type, the current setup, the issues that need fixing first, and we’ll come back with a proper proposal.