Get confident dealing with management companies

The Management Company course explores and examines the documents required in a management pack and the issues that can arise including what your obligations are to the client. With hints and tips along the way this course will give you a firm foundation and confidence when dealing with management companies whether in connection with new build or leasehold property.

  • Be able to fully advise your client within your remit as a conveyancer

  • A comprehensive step by step guide to working through a management pack

  • Detailed explanations of each document and your obligations

  • Why it's required

  • Examination of real examples of the contents of a management pack detailing what you are looking for and what to advise the client

Course curriculum

  • 1

    Welcome to Management Companies

    • Welcome

    • Introduction

    • Learning Objectives

    • How to use this course

  • 2

    Module 1: Who are they and what do they do?

    • What do management companies actually do?

    • What legislation are they governed by?

    • Limited by guarantee or shares - what's the difference and what does it mean?

  • 3

    Module 2: The Management Pack - what should be in it and why?

    • Due Diligence overview - what do we need in a management pack?

    • What is an LPE1 form and why do we need it?

    • Let's look at an LPE1 form

  • 4

    Accounts and financials

    • Service Charge Accounts - what are they, why are we looking at them, what to look out for.

    • Working through a set of accounts - what to look for and what all the numbers are

    • Section 20 Notices - what are they and why do we need to be aware of them and report them to the client

    • Summary of accounts and Section 20 Notices

    • Apportionments - examples of how to calculate service charge apportionments

    • Apportionment calculations - how do you work out how much is owed?

    • Service charge - how to calculate & retentions and who's liable?

    • Retentions - Part 2

  • 5

    Other documents and potential issues

    • Asbestos reports - why and why are they required?

    • Working through an asbestos report - what to look out for and report to your client

    • Fees payable to the management company

    • Introduction to rent charges

    • Rent Charges - can they still be created and how do they work?

    • What are regulations and why are they needed?

    • Buildings Insurance

    • Competent Person Scheme and Building Regulations Certificates - why are they required?

    • Disputes

    • Your due diligence and reporting to the client

  • 6


    • Conclusion

    • Link to other courses available

How do I complete the course?

  • A self study course delivered via our online training academy with prerecorded video's

  • Binge watch or take your time watching a lesson or module at a time when you choose

  • Available 24/7 with 1 years access to the course

  • Each video ranges from 10 mins to hour in length

Who is the course suitable for?

  • New to this area of conveyancing

  • To increase knowledge in this area

  • To upskill or as a refresher

  • Conveyancers

  • Dealing with sales or purchases

  • Paralegals

  • Support staff

  • Trainees

  • Solicitors

Your Instructor

Course Founder

Zoe Upson

Zoe Upson is a conveyancing and property law trainer who has been training support staff, Paralegals, Legal Executives, Solicitors, Conveyancers, Trainee Solicitors, Estate Agents, Property Investors and property buyers and sellers since 2001. Zoe has been the head of a training team for one of the top conveyancers and is a former Law Firm owner, department head, and Property Solicitor. Using her extensive experience, she has been supporting conveyancers and property professionals throughout their careers developing skills, increasing their confidence and providing practical training that they can use through her unique method of training. Formally an Estate Agent and Mortgage Advisor before becoming a Property Solicitor, Zoe’s professional industry experience has led to a successful career and a unique understanding of property. With property close to her heart she owns and manages a property portfolio and advises on property acquisition. Having been brought up on a building site with her parents working for a new home builder, Zoe was often found on-site helping out from an early age. Often found in a field walking her dogs whilst getting inspiration for a course, renovating her latest property acquisition or standing and supporting her daughter's football team, Zoe is passionate about property.

What You'll Learn

  • Step by Step Guide

    A process for working through and feeling confident with management packs: * saving time and duplication, confidently

  • Real life examples

    Videos guide you through management company documents and the required disclosure dealing with each type of management pack document individually. Learning from some of the experiences and lessons we've had along the way.

  • Experience

    Experience is usually gained by either assisting on matters or delving into the unknown which can be overwhelming as often they can all look the same. Learn from my 19 years as a property solicitor and avoid the pitfalls. Get ahead of the game and gain years of experience in a few hours!

  • You can have the course open and watch the videos as you work through a pack. You have access for 365 days.

  • Increase profitability

    Having the confidence, a process and this step-by-step guide will increase your profitability in dealing with management packs and enable you to fully advise your client to avoid any potential indemnity claims.

Social proof: testimonials

Helped show me I've been doing it right!


I’d just like to say thank you so much for the course I thoroughly enjoyed it. Although I’m a qualified licensed conveyancer I do feel a lot of conveyancing ends up being self-taught and it’s nice to know I’ve been doing things right.

Such a handy tool!


I just wanted to say how much I enjoyed the Practical Property Course! It’s such a handy tool and I’d be interested in any others courses you do so I’ll keep my eye out!

Loved the bite sized pieces


I've just completed the Course and found it really informative and easy to do. I loved the bite-size pieces and easily understandable breakdown of each module.


  • How is the course delivered?

    It is delivered via an online training platform. You will be sent a link enabling you to log in using your phone or computer, anywhere you have internet. This means that you can learn on the go, as and when you choose.

  • Do I have to do the whole course or can I work though it in my own time?

    You can dip in and out as and when you want and in whatever order. Or you can work through it in one go it's totally up to you.

  • How long is the course?

    It is currently 4 hours worth of content however this may change from time to time as more is added or tweaked.

  • How long do I have access to the course for?

    A whole year (365 days), allowing you to redo any sections that you want, redo the whole thing or use it as a guide as you work through a contract pack. You will also get the benefit of any new content that is added.

  • Will new content be added?

    We always seek to improve the learning experience and if new content is added, yes, you will have immediate access to that.