2025-0092

Atherstone Property Holdings Ltd — portfolio refinance

On holdCommercial·Atherstone Property Holdings Ltd·Opened 22 Feb 2026

Background

Refinance of a six-property residential portfolio with a new commercial lender, including new legal charges and certificates of title.

File note

ON HOLD at the client request pending the outcome of a rate review in Q4. Lender offer expires — diarise to re-check before any work resumes.

1 recorded

Date	Event	Type	Due
09 Oct 2026	Review whether matter should resume or close	Review	in 4 weeks

1 open · 0 completed

	Task	Assigned	Due	Priority	Status
	Review whether Atherstone refinance should resume or close	DV	in 4 weeks	Low	Not started

3h total · 3h billable · £930.00

Date	Fee earner	Narrative	Activity	Units	Value	Billed
09 Sept 2026	DV	Drafting shareholders agreement — leaver provisions	Letter out	10 · 1h	£310.00	WIP
04 Aug 2026	DV	Preparing board and shareholder resolutions	Drafting	12 · 1h 12m	£372.00	WIP
03 Aug 2026	DV	Considering warranty limitations and advising in writing	Drafting	8 · 48m	£248.00	WIP

Money paid out on the client behalf, billed at cost

No disbursements incurred.

6 on file

Document	Type	Ver.	Filed by	Filed	Size
Articles of association — amended.docx	Contract	v1	DV	31 Jul 2026	4.0 MB	Download
Disclosure letter (draft 2).docx	Contract	v4	DV	26 Jul 2026	4.0 MB	Download
Shareholders agreement (draft 4).docx	Contract	v3	DV	30 Jun 2026	4.4 MB	Download
Board minutes — allotment.docx	Court document	v1	DV	22 May 2026	1.4 MB	Download
Client care letter and terms of business.pdf	Client care letter	v1	DV	14 May 2026	4.1 MB	Download
Investor mark-up — Latimer Croft.docx	Correspondence in	v1	DV	22 Apr 2026	3.7 MB	Download

No bills raised on this matter.