What is covered?

The Complete Guide to Leasehold Conveyancing Course explores and examines the leasehold conveyancing process from receipt of the contract pack to exchange, codes of practice, best practice and regulations.

  • A comprehensive step by step guide to working through a leasehold contract pack

  • Detailed explanations of each document found in a standard leasehold conveyancing pack

  • Explanation as to what the document is, it's purpose and the law

  • Forensic analysis of a real life example of each document with what to look for, why and guidance if something is wrong

  • Comprises of over 9 hours of training

How do I complete the 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

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.

Course curriculum

  • 1

    Introduction

    • Welcome

    • Introduction to Leasehold Conveyancing

    • How to use this course

    • Aims and outcomes
  • 2

    Module 1 - Introducing Leasehold Property

    • Module workbook

    • Freehold v Leasehold and introducing the parties that can be involved

    • Management Companies - what do they do?

    • Different ownership options

    • Expectations and Deadlines

    • Module Quiz

  • 3

    Module 2 -

    • Onboarding and Sales

    • The Leasehold Contract Pack

    • Leasehold Contract Pack Checklist

    • Where do you start?

    • Let's look at the TA7 Leasehold Information Form

    • An example of the TA7 form

    • What searches are required and are protocol forms needed?
  • 4

    Module 3 - Delving into the title

    • Leasehold terms - Glossary

    • Glossary

    • Looking at the Freehold Title and why it's so essential

    • A freehold title plan is it different when leases are granted from it?

    • Looking at the Leasehold Title

    • A story as to why accurate plans are so vital
  • 5

    Module 4 - Looking at Lease Clauses

    • Lease terms what are we looking for and why?

    • What if the residue of term isn't enough for the lender? Lease extension the overview

    • Ground rent what to look out for and how the Housing Act 1988 effects leasehold property

    • Ground rent where does the calculation come from?

    • Forfeiture and re-entry - what do they mean and what should we be advising the client?

    • Forfeiture v The Housing Act 1988 what are the key differences

    • Mortgagee Protection Clause - is this needed and why?

    • Looking at Prescribed Clauses - what are they and why are they there?

    • Enfranchisement - what is this and what does it mean?

    • Rights of Support, Shelter and Protection - what are they and are they all really needed?

    • Alienation - not the little green men - so what exactly is it?

    • Insurance - block or individual insurance I consider both, point out the risks and what to look for

    • Frustration Clause - what happens to the insurance money and what of there is a shortfall?
  • 6

    Module 5 -

    • Easements to be considered when dealing with leasehold property

    • Easements - worked examples of what to look for

    • Pre-emption - what is it and what happens if actioned and I'm buying or selling in the building?

    • The Law - pre-emption

    • Demise - what does this matter and why it is critical to your client?

    • Covenants in Leasehold

    • Deeds of Covenant - what are they are why are they required?

    • Reporting to the clients on covenants - what's required?
  • 7

    Module 6 - Getting into leases and finding the way around

    • Let's get into a lease

    • The lease part 2

    • Lease consent what is this?

    • Deed of Variation - why are they needed and what are they?
  • 8

    Module 6 - The Building Safety Act

    • The Building Safety Act and what you need to know as a conveyancer

    • The Leaseholders Certificate

    • The Landlords Certificate

Who is the course suitable for?

  • Paralegals

  • Lawyers

  • Trainees

  • Legal Executives

  • Solicitors

  • Support staff

  • New to this area of conveyancing

  • To increase knowledge in this area

  • To upskill or as a refresher

What You'll Learn

  • Step by Step Guide

    A process for working through the contract pack: * saving time * duplication * without reviewing the same documents * so the property information unfolds easily * manageable *confidently

  • Real life examples

    Videos guide you through a contract pack and deal with each 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 contract packs or delving into the unknown which can be overwhelming due to the upfront volume of documents with leasehold and the drafting of the documents. 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 contract pack step by step. 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 leasehold properties.

Social proof: testimonials

Zoe has a true knack of 'enabling you to see the wood through the trees'

Ursula

I regularly update my skills and as part of that process took this course. I found the course to be extremely comprehensive and thorough - yet clear and easy to follow - Zoe has a true knack of 'enabling you to see the wood through the trees' - bringing out all the salient points - I would highly recommend this course and Zoe's courses generally.

Helped show me I've been doing it right!

Karen

I’d just like to say thank you so much for the course the complete guide to new build conveyancing 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. It has also helped to get my head back into conveyancing after taking a year out through ill health.

Such a handy tool!

Holly

I just wanted to say how much I enjoyed the Practical Property Course! I bought it last year whilst I was furloughed to keep up my knowledge (and keep me busy), I’ve since changed jobs and am now working for a developer so had a refresher this morning ! 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

Jo

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

FAQ

  • 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 9.5 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.