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Leaseholder Service Charge Complaint

A completed fictional complaint about leasehold service charges, requesting consultation documents, accounts and a reasoned response without assuming liability.

Jurisdiction: England and Wales - completed fictional worked example

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Important: This sample provides general legal information only and is not legal advice. Check the law, prescribed forms and signing requirements that apply to your exact jurisdiction and circumstances before use.

# LEASEHOLDER SERVICE CHARGE COMPLAINT

Date: 9 April 2034

Parties: Elena Morris and Harbour View Residents Ltd

## 1. Purpose and parties

I, Elena Morris of flat 7, Harbour View, 2 Seafield Street, Portsmouth PO5 2RA, complain to Harbour View Residents Ltd about the service-charge demand dated 1 April 2034 for the accounting year ending 31 March 2035. I hold a long lease and make this complaint without accepting that every item is payable or that the demand is validly served.

## 2. Facts, scope and terms

The demand seeks £2,460 for my flat: £1,320 for management, £780 for external painting and £360 for reserve-fund contribution. The 20 flats are each charged £2,460, producing £49,200, although the circulated budget describes total expenditure of £47,800. I may have misunderstood the apportionment, so please reconcile the £1,400 difference and explain my lease's percentage.

## 3. Process and responsibilities

The painting contractor's quotation is dated 12 February 2034, but I have not received a summary of observations, estimates or consultation responses. Please provide the budget, invoices, contract, tender comparisons, managing-agent appointment, major-works notices and the last certified accounts. If section 20 consultation or a qualifying long-term agreement is relevant, explain what consultation was undertaken and the basis for any dispensation.

## 4. Evidence, records and safeguards

I ask for a written response within 21 days, identifying the legal and lease clauses relied upon, the due date, interest or administration charges, and the complaints escalation route. Please do not treat this letter as a refusal to pay. I will pay £1,320 for the undisputed management provision by 30 April 2034, while reserving my position on the remaining £1,140 pending documents.

## 5. Review, escalation and outcome

The external wall near my balcony has peeling coating and a damp mark, which I reported on 22 March with photographs. Please confirm the inspection plan, interim safety measures and whether the proposed works address a repair obligation or an improvement. No allegation of disrepair or breach is finally made until the lease, inspection and accounts are reviewed.

## 6. Reservations and practical protections

Please preserve invoices, procurement records, inspection photographs, consultation correspondence and electronic payment records. I consent to communication by email but ask that personal data and other leaseholders' balances are redacted. If we cannot resolve the accounting issue, I will consider the First-tier Tribunal (Property Chamber), court proceedings or independent advice as appropriate, and understand that jurisdiction, limitation and costs differ.

## 7. England and Wales law and completion

This completed fictional complaint is dated 9 April 2034 and concerns a lease in England and Wales. It is not a tribunal application, a statutory demand, or an admission that £1,320 is finally due. The figures are £780 + £360 = £1,140 disputed and £1,320 provisionally undisputed; Harbour View should acknowledge receipt and avoid enforcement action while responding substantively.

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