SDLT in Practice - Deciding When to Advise or Outsource

Introduction

The introduction of the new tax adviser registration regime, together with increasing regulatory focus on SDLT compliance and professional liability, has led many conveyancing firms to reconsider their approach to dealing with this tax.

While some transactions may be relatively routine, others raise more complex issues. Firms are therefore increasingly having to consider not only the complex SDLT landscape, but also whether a particular matter should be handled internally or referred to a specialist tax adviser.

This webinar considers key practical and risk-management issues that firms may wish to take into account when deciding whether to advise on SDLT matters themselves or outsource all or part of the tax advisory function.

The webinar is intended to provide practical guidance and discussion points rather than prescriptive rules.

What You Will Learn

This webinar will cover the following:

• Factors firms may wish to consider when deciding whether SDLT advice should be handled internally or outsourced
• Identifying transactions which may fall outside a ‘routine’ SDLT profile
• The importance of defining the scope of the retainer and managing client expectations
• Situations where clients dispute the amount of SDLT payable but decline to obtain specialist advice
• The extent to which firms can rely on HMRC guidance or informal HMRC communications
• Risk considerations arising from lender obligations and certificate of title requirements
• The relationship between SDLT risk management and the new tax adviser registration regime

This pre-recorded webinar will be available to view from Tuesday 10th November 2026

Alternatively, you can gain access to this webinar and 2,400+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.