Templates, tips & documents

It's important to have all of the information available to you that helps you make the best decision for you and your children.

Below we have a range of documents you can download to help you.

Preserving family relationships
Questions to consider
Case study – The unexpected equitable gift
Download PDF
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Gift and loan
Gift versus loan – pros and cons
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Gifting money to your child – guidelines on structuring
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Gift letter
Download PDF
Case study – Into the wrong hands
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How much can you afford?
Parent’s risk guidance questionnaire
Case study – Made to feel guilty
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How much can children afford?
First homebuyer's budget checklist
Download PDF
Genuine savings and gift letter
Download PDF
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Funding options
Funding options to help your child with a home deposit
Case study – Say buy to your children, with confidence
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Document everything
Family loan deed template
Download Word
Family loan deed template (discretionary repayments)
Download Word
Summary of top tips and traps – Bank of Mum and Dad
Case study – He wouldn't leave the house
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The information on this website is general in nature and does not take into account your personal circumstances, objectives or financial situation. Before acting on information on this website, please consult your professional or financial advisor to determine whether it is appropriate for your circumstances.