Jurisdiction(s):
United Kingdom

Related legal acts

Key definition

Portfolio definition

What does Portfolio mean? In legal practice, portfolio describes the collection of investments, assets or exposures held by an investor, fund or financial institution at a given time. It is a descriptive term rather than one defined by legislation or case law, and is used across private equity, investment management, banking, insurance and real estate. In private equity, a fund’s investments in multiple companies constitute its portfolio; each investee is a portfolio company. Fund documentation (for example, a limited partnership agreement and an investment management agreement) and finance documents often include portfolio-level provisions, such as diversification or concentration limits, reporting and valuation requirements,...

Guidance and precedent on completing TR5 for portfolio title transfers (whole or part), including panel notes, plans, title guarantees, VAT/SDLT/LTT, easements and covenants (England and Wales)

Published by a LexisNexis Property expert

Precedents

Precedent transfer

A flexible Word copy of precedent form TR5 is available via the link on this page to download, store or print. You can save it locally or print a hard copy.

Drafting notes to precedent transfer

Refer to hm land registry Practice Guide 33: large scale applications and calculation of fees for official guidance on completing form TR5. It provides HM Land Registry’s detailed guidance therein.

panel 1—Title numbers

List each title number in alphanumeric order as standard.
Enter ‘U’ in the first column where the Property is unregistered, when applicable.
In the second column, show whether the whole or part of the title is transferred by inserting ‘W’ or ‘P’ accordingly.
Attach plans for a part transfer of a registered title, or for a transfer/conveyance of unregistered land accordingly.
Where the price is apportioned across multiple Properties, you may state the amount for each Property in the last column.
If implied covenants for title for each Property are not altered under panel 9 (or the relevant Schedule), you can also state the applicable title guarantee here (ie full, limited or no title guarantee), in this column.

Panel 8—Consideration

If VAT will be charged, it should be mentioned in this panel clearly...

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Web page updated on 22/05/2026

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