Gifts of Property and Transfers at Undervalue

Guidance on how to advise clients regarding gifts of property and transfers at undervalue

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Course Overview

Gifts of property and undervalue transactions are the subject of increasing importance for conveyancers. Those proposing to make such dispositions are vulnerable to undue influence, especially because they would not receive full market value for the interest they thereby transfer.

How the conveyancer advises on such matters is crucial. During this webinar Stephen Desmond will discuss how to recognise when a client is at risk, what advice they are likely to require and how to handle the matter as sensitively as possible.

Topics considered include:

•    Taxation issues that might be relevant, albeit outside the conveyancer’s expertise
•    Fraud risks inherent in transactions at undervalue
•    Right to Buy: tenant gifting the discount to a third party
•    Transfer/trust deed and risk of bankruptcy or intention to avoid effects of bankruptcy

What are the requirements?

  • Watch the recorded webinar and review the supporting documentation
  • This course provides 1 CPD point

Learning Outcomes

  • On completion of this course you will:
  • • Be aware of the risks that can arise after the client’s disposal has completed
  • • Have considered the issues surrounding gifts motivated by a desire to avoid care fees
  • • Know how to advise the client on safeguarding themselves
  • • Be familiar with issues that ought to be raised with the client face-to-face
  • • Be knowledgeable of red flags that have been exposed by relevant case law

What is the target audience?

  • This course is suitable for practitioners of all levels including paralegals, fee earners, trainees and experienced solicitors

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Course Curriculum

Recorded Webinars

  • Webinar
    00:59:05

Supporting Documentation

  • Slides
    18 Page

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