2025-0092
Atherstone Property Holdings Ltd — portfolio refinance
On holdCommercial·Atherstone Property Holdings Ltd·Opened 11 Apr 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.
Key dates
1 recorded| Date | Event | Type | Due |
|---|---|---|---|
| 26 Nov 2026 | Review whether matter should resume or close | Review | in 4 weeks |
Tasks
1 open · 0 completed| Task | Assigned | Due | Priority | Status | |
|---|---|---|---|---|---|
Review whether Atherstone refinance should resume or close | DV | in 4 weeks | Low | Not started |
Time recorded
2h 54m total · 2h 54m billable · £810.50| Date | Fee earner | Narrative | Activity | Units | Value | Billed |
|---|---|---|---|---|---|---|
| 21 Sept 2026 | DV | Preparing board and shareholder resolutions | Drafting | 12 · 1h 12m | £372.00 | WIP |
| 27 Aug 2026 | DV | Reviewing investor counsel amendments and preparing a mark-up | Research | 8 · 48m | £248.00 | WIP |
| 24 Aug 2026 | PR | Reviewing the disclosure letter | Drafting | 3 · 18m | £73.50 | WIP |
| 10 Aug 2026 | TO | Drafting shareholders agreement — leaver provisions | Research | 6 · 36m | £117.00 | WIP |
Disbursements
Money paid out on the client behalf, billed at costNo disbursements incurred.
Documents
6 on file| Document | Type | Ver. | Filed by | Filed | Size | |
|---|---|---|---|---|---|---|
| Board minutes — allotment.docx | Court document | v1 | DV | 30 Sept 2026 | 3.5 MB | Download |
| Shareholders agreement (draft 4).docx | Contract | v4 | DV | 12 Sept 2026 | 4.0 MB | Download |
| Disclosure letter (draft 2).docx | Contract | v3 | DV | 01 Aug 2026 | 2.5 MB | Download |
| Investor mark-up — Latimer Croft.docx | Correspondence in | v1 | DV | 24 Jul 2026 | 969 KB | Download |
| Client care letter and terms of business.pdf | Client care letter | v1 | DV | 09 Jul 2026 | 1.4 MB | Download |
| Articles of association — amended.docx | Contract | v1 | DV | 02 Jul 2026 | 3.2 MB | Download |
Bills
No bills raised on this matter.