This event is aimed at anyone in the residential conveyancing team, commercial property team, private client who find themselves inadvertently giving tax advice within their transactions, when they are not insured to do so. This applies to most.
Covering:
- Identifying when a fee earner could be giving uninsured or unqualified advice
- Demonstrating the pitfalls and risks of doing so
- Discussing how the SRA deals with Solicitors firms giving tax advice
- Reviewing departmental policies, procedures and letters of engagement to reduce the risk
- Areas of Risk
- Surcharges on second homes
- CGT exemptions
- Transfers of Equity
- Case studies
- Money Laundering Terrorist Financing and Transfer of Funds Regulations 2017
- CQS SDLT policy
Can’t make the date/time or need to revisit the training? No problem, booking onto any online or hybrid event means you will receive a link to access a recording of the event at your leisure!