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This course provides clear, practical instruction on handling property transfers within leasehold management. Attendees will explore lease requirements, compliance obligations, and the roles of all parties involved in the conveyancing process. The session also addresses how to handle arrears during transfers and how to ensure a smooth onboarding of new leaseholders.

Presenter

Cassandra Zanelli

Solicitor and CEO - Property Management Legal Services
Recognised for her legal expertise in property management, Cassandra is regularly called upon to advise and represent clients across the country. A Fellow of The Property Institute (TPI) and an Associate of RICS, she actively contributes to TPI’s Leasehold and Commonhold Expert Group and serves as an honorary consultant to FPRA. Cassandra is also the lead author of Legally Speaking—a free online resource for property management professionals. She is known for her work on Tribunal matters and her passion for sharing knowledge within the sector remains central to her work.
Cassandra Zanelli

What You'll Learn

Participants will learn to:

 

  • Locate and interpret lease clauses relating to transfers
  • Understand the conveyancer's responsibilities and LPE1/LPE2 usage
  • Manage notices of transfer/charge and issue share certificates
  • Ensure compliance with covenants, licences to assign, and deeds of covenant
  • Handle service charge arrears at the point of transfer
  • Prepare effective welcome communications for new leaseholders
  • Navigate RTM implications in property transfers

Who Should Attend?

  • Property managers involved in leasehold transfers
  • Legal and administrative staff supporting conveyancing processes
  • Lettings professionals transitioning into leasehold management

Delivery Format

Online: One half-day session (3 hours)

Level / Qualification Mapping

General Level:

Beginner / Intermediate / Refresher

TPI Qualification Mapping:

The learning outcomes in this course would be helpful for those taking their Level 4 Qualification, especially in reference to Unit 3.6 "Conveyancing Process"

Also those taking their Level 3 Qualification, especially in reference to Module 10: "Employment and Company law/GDPR and Disability/HR"

Fees

Membership levelPrice
Members £100.00
Non Members £175.00