Conveyancing Process Overview for Support Teams

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.

Who this is for:

Conveyancing Support Teams

Level of expertise:

This webinar is suitable for all levels.

CPD hours:

This live webinar provides you with 1.5 hours of learning.

Attendees will receive a CPD certificate upon completion of this course.

Learning objectives:

• 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