Reporting on Title for Property Lawyers - Live with Hannah Mackinlay

Introduction

With smartphones and the internet, the way the public get information has changed more in the last 10 years than since the invention of the printing press, but our reporting to clients has changed very little. We are 20 years behind the rest of the service industry.

This live broadcast will look at how to report to your clients on the key issues in an effective and understandable way. This will lead to better informed clients, and fewer complaints. It is suitable for both residential and commercial property practitioners and applies to all sizes of firms.

What you will learn

• How to give clear understandable reports that give clients a way of managing or accepting risk
• Format, wording and executive summaries
• How to communicate manage and rank risks
• Boundaries, rights and reservations
• The importance of the real world
• The general boundaries rule
• Getting it across to clients
• Joint ownership
• What do clients need to understand and decide upon?
• What do the cases tell us?
• SDLT/LTT
• How to make clients understand your role and the risks
• Getting it right first time
• Title insurance
• Life insurance
• Your new obligations under the Insurance Directive
• Managing risks and the role of insurance

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.