Free — for new agencies

Setting up an agency?
Get compliant from day one.

Starting a UK estate or letting agency means putting a stack of compliance in place before you trade — and doing it in the right order. This free guide walks you through every step, from HMRC registration to Renters' Rights Act readiness, so nothing gets missed.

Seven things every new agency needs in place.

Most of these are legal requirements, not optional extras — and some carry criminal or civil penalties if you trade without them. Work through them in order. Where a step is only relevant to letting agents, it's flagged.

How to use this guide: tick off each step below as you complete it. Where you need the actual documents, training or procedures to satisfy a requirement, we've linked the product that covers it — but the guide itself is free, and yours to keep.
1

Register with HMRC for AML supervision

Money Laundering Regulations 2017

Estate-agency work — including property sourcing — is supervised for anti-money laundering by HMRC. You must register before you trade, appoint a nominated officer (MLRO), and be ready to evidence customer due diligence. Trading unregistered is a criminal offence with an unlimited fine.

Check your AML readiness free →
2

Join a government-approved redress scheme

Estate Agents Act 1979 · Enterprise & Regulatory Reform Act 2013

Every estate and letting agent must belong to a government-approved redress scheme — The Property Ombudsman (TPO) or the Property Redress Scheme (PRS). It's a legal requirement, and you must display membership. Trading Standards can fine agents up to £5,000 for not being a member.

3
Letting agents

Put Client Money Protection in place

Client Money Protection Schemes Regulations 2018

If you hold client money — rent, deposits, float — you must be a member of an approved Client Money Protection (CMP) scheme, hold client money in a separate account, and display your certificate. Penalties reach £30,000 for operating without it.

4
All agents

Register with the ICO for data protection

Data Protection Act 2018 · UK GDPR

You process personal data on landlords, tenants, buyers and sellers, so you must register with the Information Commissioner's Office and pay the annual data-protection fee. Keep a privacy notice and a clear basis for the data you hold.

5

Arrange professional indemnity insurance

Good practice · often a redress-scheme condition

Professional indemnity (PI) insurance protects your business against claims arising from advice or errors. It isn't universally mandated by statute, but most redress schemes and professional bodies expect it — and it's basic protection for a new firm.

6

Write your AML procedures & train your staff

MLR 2017, Regs. 18, 19, 21 & 24

Registration alone isn't enough. You need a written AML Policy & Procedures document, a firm-wide risk assessment, a nominated officer, and trained staff with signed records — all of which HMRC will ask to see in an inspection.

See AML procedures & training →
7
Letting agents

Get Renters' Rights Act ready

Renters' Rights Act 2025 — in force since 1 May 2026

New lettings are now periodic assured tenancies — no fixed terms, no Section 21. Rent increases use the Section 13 Form 4A, possession runs through revised Section 8 grounds, and you must issue the tenant Information Sheet (a £7,000 penalty for getting it wrong). Set your processes up correctly from your first tenancy.

See the Renters' Rights Act kit & training →

Where to go from here

The guide tells you what to put in place. These make it happen — each built from primary legislation, ready to deploy the day you buy.

AML, sorted

Written procedures, a firm-wide risk assessment and staff training that stands up to an HMRC inspection.

Explore AML products →

Renters' Rights ready

A compliance kit, deployable templates and staff training for letting agents under the 2025 Act.

See the RRA products →

Not sure where you stand?

Take the free 10-point AML Readiness Check and see your gaps in five minutes.

Take the free check →