Understanding the conveyancing process is essential for support teams working within residential property transactions. This webinar provides a comprehensive, practical overview of the end-to-end conveyancing journey, from initial client onboarding through to post-completion formalities. Designed for legal support staff, paralegals, and administrative professionals, the session breaks down complex legal procedures into clear, manageable stages, helping you confidently support fee earners and enhance client service.
This webinar will cover the following stages:
- Identifying the client: what do you need to do and why? Methods of identifying clients
- Anti-Money Laundering Regulations: an overview of Source of Funds and Source of Wealth
- Pre-exchange: the steps involved in a sale and purchase and the responsibilities of the seller’s and buyer’s conveyancers.
- Exchange of contracts: what happens on exchange and the methods of exchanging contracts, including a brief overview of the draft code for signing and exchanging property contracts 2024
- Pre-completion formalities: what tasks should the buyer’s and seller’s solicitors be undertaking before completion?
- Completion: sales and purchases. What happens on the day of completion.
- Post-completion including Stamp Duty Land Tax, Land Registration and post-completion issues
Additional areas covered:
- The Conveyancing Protocol including the updated protocol forms
- Sellers Property Information Form, Leasehold Information Form and Fittings and Contents Form
- LPE1 and FME1 forms
- Compliance issues relating to conveyancing
Whether you're new to conveyancing or looking to refresh your knowledge, this session will equip you with essential legal terminology, key dates, and compliance insights, ensuring you understand not just what to do, but why it matters.
Conveyancing Support Teams
Basic – no previous knowledge required
- An overview of the conveyancing process for both sales and purchases from start to finish
- Recent changes to CQS protocol forms and proposed changes to the code for exchanging contracts
- Overview of some compliance issues relating to conveyancing including AML, and why are asking the questions of clients that we do
This live webinar contains a 1 hour and 45-minute presentation from Sarah Sams and a 15-minute Q&A session where you can ask any questions you'd like. You can download your own copy of the presentation and resources to refer to during and after the live webinar.
You will be able to actively listen to the course and ask questions to the speaker.
This live webinar provides you with 1.5 hours of learning.
Attendees will receive a CPD certificate upon completion of this course.
The live webinar begins at 10am and our Q&A session starts at 11.15am.
The £79 +VAT price includes:
- 1 hour and 15-minutes of topical content
- 15-minute interactive Q&A
- Comprehensive lecture notes
- Digital CPD certificate
Of course. To book multiple delegates, increase the amount of tickets you wish to buy and add them to your basket. Once your payment has been processed, you will then be asked to assign the tickets to the delegates attending. Each delegate will then receive an email with instructions on how to finalise their booking
For group booking discounts please get in touch with us on team@formediagroup.co.uk.
You can now pay by invoice directly through our website.
- Add your event tickets to your basket.
- Click “Checkout.”
- Select Pay by Invoice.
- Enter your details and receive your invoice instantly by email (you can also view it on screen).
Once your invoice is paid, simply log into your account to assign tickets to your team. Your invoice will remain valid for 7 days. After that, any unpaid tickets will be automatically released.
Agenda
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About the speaker
Sarah Sams
Sarah is a Partner and the Head of Residential Property at Dutton Gregory, having joined the firm in 2018. She specialises in residential conveyancing with over 25-years’ experience in this area.
She is passionate about developing her team, supporting individuals to achieve their goals, whether through professional qualifications or career progression. Sarah finds great satisfaction in helping others reach their potential. Sarah provides training for lawyers and support staff including conveyancing updates and shared ownership.
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