Levy

[scot22]

What details must be given in an invoice for a levy ?

[Tipper]

Can you expand...levy for what?

[scot22]

Thanks for reply but doesn't really matter. Issue is what must leaseholders be told about reason and how it is being spent.

[Macromia]

Thanks for reply but doesn't really matter. Issue is what must leaseholders be told about reason and how it is being spent.

It really does matter.
If a leaseholder is being charged a "levy" then what that "levy" is for is directly relevant - without knowing additional details no one can do more than guess whether that "levy" can be charged at all, let alone what details may need to be provided regarding it.

For example, if you mean that you are being asked to pay a contribution that will go towards maintenance, it may be that you don't (legally or contractually) need to be told anything about the reasons or how it will be spent before being obligated to pay, although 'best practice' would be to provide at least some sort of schedule of planned expenditure.
On the other hand, if a fee is being charged for something, it is completely unreasonable for a freeholder to expect payment if they haven't first justified why that fee should be paid.

[scot22]

Assume everything is legitimate. No other concerns.
Is an invoice which only states sum required and no other details valid ?

Obviously to buy directors new cars would not be permitted ( attempting humour ). None of this is really important.

[Gordon999]

Leaseholders , under the terms of lease, are required to pay for annual ground rent and service charge.

Your levy must be demanded as part of the "service charges" ( to pay for building maintenance). So there should be a cover letter to confirm the levy is for building maintenance at your building address and demanded as service charge payment..

[Macromia]

Assume everything is legitimate. No other concerns.
Is an invoice which only states sum required and no other details valid ?

...And it still going to depend on what it is for (and on what your lease allows to be charged for, and when.

Service charge demands have to include details such as a service address for the freeholder, and have to be accompanied by an appropriate copy of 'leaseholders rights and responsibilities', but it is definitely possible for them to be valid if they state an amount payable but not what the money is for.

[scot22]

Thanks Gordon. There was no info other than amount and invoice which explained nothing !