When Do Solicitors Check Proof of Funds?

Solicitors check proof of funds at the start of the conveyancing process. Here's exactly what they need, why it's required, and how to prepare so it doesn't slow down your purchase.

✓ Updated ✓ 8 min read

Key Points

Proof of funds checks are one of those things that catches buyers off guard—especially cash buyers who assumed that having the money was enough. In practice, your solicitor needs to verify not just that you have the funds, but where they came from. This is a legal requirement, not a matter of trust.

When Does the Proof of Funds Check Happen?

Your solicitor will request proof of funds at the very beginning of the conveyancing process—typically within the first few days of being instructed. This happens in parallel with other initial tasks like ID verification and client onboarding.

The estate agent will also ask for proof of funds, often before accepting your offer. This is standard practice under the Property Ombudsman Code of Practice and is intended to confirm that buyers are financially credible before a property is taken off the market.

Who Checks When Why
Estate agentBefore / upon offer acceptanceProperty Ombudsman Code of Practice compliance
Conveyancing solicitorDay 1–7 of conveyancingAnti-money laundering (AML) legal obligation
Mortgage lenderDuring mortgage applicationConfirming deposit source for mortgage underwriting

Why Do Solicitors Check Proof of Funds?

The legal basis is the Proceeds of Crime Act 2002, which makes solicitors legally responsible for ensuring the funds used in a property transaction are not derived from criminal activity. Property is a historically popular vehicle for money laundering—hence the strict requirements.

This isn't the solicitor being nosy or bureaucratic. Failing to carry out these checks can result in fines, loss of licence, and even criminal prosecution for the firm. The checks protect you too—a properly conducted purchase can't later be challenged on the basis of suspicious funds.

Who Needs to Show Proof of Funds?

Cash Buyers

Highest scrutiny. Must show where the full purchase amount is held and its source. Bank statements, investment accounts, inheritance documentation, sale proceeds—all may be needed.

Mortgage Buyers

Must show proof of deposit funds only. The mortgage element is already verified by the lender. Simpler checks, but still required.

Buyers Using a Gifted Deposit

Must provide donor's bank statements and a gift letter confirming the money is a gift (not a loan). Extra solicitor fee of around £183 for the additional work involved.

What Documents Count as Proof of Funds?

The documents accepted vary depending on the source of your funds:

💰 Personal Savings

Bank or building society statements showing the funds (usually 3–6 months of statements). The statements must show your name, account number, and the balance. Online statements are generally accepted.

🏠 Sale of Previous Property

A completion statement from your previous solicitor showing the net proceeds received, plus bank statements showing those funds landing in your account.

🎁 Gifted Deposit

A gift letter from the donor confirming the amount, that it's a gift (not a loan), and that they have no interest in the property. Plus the donor's bank statements showing they have the funds.

📈 Investments / Stocks / ISAs

Recent account statements from the investment platform or broker showing the balance and your name. If you're selling investments to fund the purchase, provide evidence of the sale and transfer to your bank account.

💼 Business Income / Dividends

Business bank statements, dividend certificates, company accounts, or accountant's letter. This type of evidence requires more documentation and takes longer to verify.

🏛️ Inheritance / Probate

A copy of the grant of probate and the estate's accounts, plus bank statements showing the funds received. Some solicitors also ask for the will if the amount is significant.

What If the Funds Come From Multiple Sources?

Many buyers draw their deposit from multiple places—some savings, part from parents, part from the sale of an investment. Your solicitor needs to account for all sources and will ask you to complete a source of funds declaration form listing each one.

Be thorough and honest. If your solicitor spots a large deposit into your account that you haven't mentioned, they'll ask about it—and if you can't explain it satisfactorily, the transaction may be reported to the National Crime Agency (NCA) under the Proceeds of Crime Act. This can pause or kill the purchase.

⚠️ Important Warning

Don't move large sums of money around in the months before a purchase if you can avoid it. Funds entering your account from unusual sources—even if legitimate—can trigger additional questions. If you plan to consolidate funds from multiple accounts, do it well before instructing a solicitor and keep records.

How Long Does the Check Take?

If you provide all documents promptly and they're straightforward (e.g. savings account statement from a UK bank), the check can be cleared in 1–2 days. Complex sources (overseas transfers, multiple accounts, business income) can take 1–2 weeks or more.

This is why it's worth preparing your proof of funds documentation before you start making offers—so you're ready the moment a solicitor requests them.

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Frequently Asked Questions

Can I use an overseas bank account as proof of funds?

Yes, but expect more scrutiny. Overseas statements must often be translated and may require additional documentation to explain why funds are held abroad and how they were accumulated. Some UK solicitors charge extra for handling international source of funds checks.

Does the estate agent need to see proof of funds before I view a house?

Not usually before viewing, but most agents will ask before formally accepting an offer. They need to be satisfied you're a credible buyer before taking the property off the market. Providing proof upfront can strengthen your offer.

What happens if I can't provide satisfactory proof of funds?

Your solicitor cannot proceed with the conveyancing until they're satisfied with your source of funds. If you're unable to provide adequate evidence, the purchase cannot complete. In serious cases, where funds appear suspicious, your solicitor is legally required to make a Suspicious Activity Report (SAR) to the NCA.

Is a mortgage-in-principle enough as proof of funds?

A mortgage-in-principle shows you've been provisionally approved for a mortgage, but your solicitor will also need to verify your deposit funds separately. The mortgage element will be confirmed by the lender's formal offer; the deposit must be verified by bank statements or equivalent documents.

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