Equity Release Part 1 - The Basics for Conveyancers Live at Your Desk

Introduction

Equity release is starting to gain momentum again and more people are turning to this for financial security. This will mean an influx of potential clients to your firm.

This virtual classroom seminar will take delegates through the basic history of equity release and more importantly provides a detailed tool kit approach of how to start advising clients in relation to the same.

With practical advice of how to handle such matters, including compliance, this session will help you to prepare to advise clients and enhance how you approach the advice you give in the future.

What You Will Learn

This live and interactive course will cover the following:

• What is equity release?
• Types of equity release
• A basic toolkit to help assess clients
• Questions to ask of the lender and your client
• Illustrative cases
• Capacity questions and undue influence

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.