Boat Swap Starter Toolkit

Everything you need to document a boat swap properly — from the first insurance conversation to handing the boat back.

A boat swap involves more than agreeing on dates and exchanging keys. There’s insurance to clarify, expectations to agree, systems and quirks to explain, and the condition of the boat to document before anyone takes the helm.

The Complete Boat Swap Toolkit brings all three of our practical swap resources together:

Insurance Conversation Toolkit

Helps you review your existing policy, describe the proposed swap accurately and ask your insurer or broker the right questions about third-party use, operator requirements, restrictions and available cover.

Boat Swap Agreement

A practical written record of what both parties have agreed, including authorised operators, dates, cruising and use limits, running costs, damage and responsibility, insurance excesses, breakdowns, cancellation and return expectations.

Boat Handover Toolkit

A structured handover covering the boat’s condition, known faults, engine and steering, electrical systems, water, gas, heads and bilge systems, navigation equipment, anchoring and mooring gear, safety equipment, onboard systems, starting readings, photos and the final return handover.

Together, they take you through the practical documentation around a swap:

• Check the insurance
• Agree the terms
• Document the handover and record the return.

They don’t make a boat swap risk-free or replace insurance, legal advice or good judgement. They help make sure the important conversations happen — and that what was agreed is actually written down.

A reusable toolkit for boat owners arranging a boat-for-boat swap, time-in-lieu arrangement or another private exchange.