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Retainers and Duty to Report in Conveyancing Transactions (Thursday 26 March 2026)

Join subject matter expert Sarah Dwight on Thursday 26 March 2026 12-1pm for a refresher of the skills that you need at the beginning of conveyancing transactions. This online classroom will outline how to draft clear and robust retainer documents that mitigate against the risk of future complications, financial losses and complaints.

With a practical focus, this classroom will also include guidance about how to avoid common pitfalls in leasehold retainers, practitioners’ duties to report to the prospective buyer and lender throughout conveyancing transactions, as well as an overview of recent case law.

Whether you are new to conveyancing, are changing practice areas, returning after a career break or would simply like to refresh your knowledge about this vital area, this course has something for you. Enrol now for the opportunity to learn and ask questions directly relevant to your practice from subject matter expert Sarah Dwight.

What this will cover

This course will cover:

  • purpose and scope of a retainer document
  • avoiding common pitfalls in drawing up a retainer document
  • key points of contention in leasehold retainers and how to avoid
Learning outcomes

By the end of this online classroom, you will be able to:

  • identify what constitutes a robust and compliant retainer document
  • identify aspects of a retainer document that may be liable to interpretation
  • recognise and know how to avoid the common pitfalls when advising on leasehold transactions
  • cite the most recent case law relevant to retainers and duty to report
How you will learn

Course format  

This online classroom consists of the following elements:

  • an SME presentation with opportunities for interaction, delivered using Microsoft Teams
  • an optional MCQ assessment, to obtain a certificate of completion

Assessment

In order to pass the assessment, you must achieve a mark of 80%.

Length

This online classroom will take 60 minutes, excluding the assessment.

No. of items Discount
11 – 19 15%
20 – 29 20%
30 – 39 25%
40 + 30%
£104.19 ex VAT
Type of training
CPD
Format
Live online classroom
Level
Intermediate
Who is this for?
Junior lawyers
Small firms lawyers
Solicitors
Course length
1 hour
Assessment type
MCQs (Multiple Choice Questions).
SRA Competence
A1
A2

The experts

Sarah Dwight

Expert
Facilitator

View expert bio