For solicitors and licensed conveyancers
Listed Property Risk for Conveyancers
Pilot version. Version 1.0 – pilot – October 2026. We are testing this course with a small group before wider release. The content has not yet had independent conveyancing or legal review.
A listed property doesn’t change your job. It changes the questions you need to ask.
You follow the purchase of 18 Market Square, a Grade II listed town house with a rear extension, replacement windows and an opening made between the kitchen and dining room. From the first instruction to the final file review, you decide what to ask, what the answers actually tell you, what to say to the buyer and when to bring in specialist heritage advice.
England only · about 57 minutes · 6 chapters · a Listed Property File Note you build as you go
What you will be able to do
- - Check the official listing, and know what the list description does and doesn’t tell you.
- - Tell planning permission, listed building consent and building regulations sign-off apart, and know which one answers which question.
- - Spot when the approvals and the property don’t seem to match, and know who should check.
- - Explain to a buyer why “it’s been there for years”, “the seller says it’s fine” or a FENSA certificate doesn’t settle a listed building question.
- - Keep a clear file note of what you asked, what you advised and when you referred for specialist advice.
Recognise the issue. Understand the risk. Know the limit of your role. Refer confidently when specialist heritage input is required.
How the course works
You follow one case - the purchase of 18 Market Square, a Grade II listed early nineteenth-century town house - from instruction to the final file review. Every page follows the same five steps:
Read the project moment
Where the purchase of 18 Market Square has got to.
Read your task and check the Project Material
The documents beside the question - the buyer’s instructions, the TA6, the listing entry, the planning portal extract and other evidence.
Answer the question
Choose the answer you think is strongest. Any answer is fine - each one gets its own feedback explaining the reasoning, followed by example wording for the client.
Read the further analysis
A worked File Note entry and, on some pages, how things would differ in a different situation.
Add to your Listed Property File Note
Each page adds a short entry to your File Note, whichever answer you chose, so by the end you have a worked example of the whole file to take away. It is a note for the transaction file, not a heritage report or a sign-off.
Completed chapters are remembered in this browser, so you can stop between chapters. This course is designed for desktop and laptop screens. On a tablet, use landscape orientation. It works on all devices, but it is not designed for use on a phone.
The six chapters
- 1
Receive the instruction and frame the file
about 9 minSeparate what you’ve been told from what you can show, and list each alteration
- 2
Establish what the designation tells you
about 9 minCheck the official listing, and what it does and doesn’t tell you
- 3
Check what the approvals cover
about 12 minRead each approval for what it covers, and pin down the question
- 4
Understand unresolved works and the response options
about 9 minExplain the enforcement risk and the options, without promising a fix
- 5
Advise the buyer and coordinate the next step
about 9 minMatch each question to the right adviser
- 6
Review the file before reliance and hand over
about 9 minCheck what is actually resolved, send a clear referral and leave a clear file
When to get specialist heritage advice
- Advice for the buyer
- The buyer wants to understand what owning a listed building will mean for them: what they can and can’t change, what the alterations already made might mean, and what to plan for.
- Advice for you, the conveyancer
- You need a heritage specialist’s view before you can advise: whether something is covered by the listing, whether works needed or match a consent, and what the options might be for putting unauthorised works right. The legal advice and the transaction stay with you, and a point of disputed law still needs legal advice.
A heritage adviser gives heritage advice, not legal advice. No adviser can make decisions for the council, guarantee that consent will be granted or advise on insurance. A referral doesn’t replace your own enquiries and advice to the buyer, and you need the buyer’s permission before sharing their personal details. Recept Heritage offers both kinds of advice.
What this course covers and does not cover
This course is about spotting and handling listed building risk in a residential purchase in England. It won’t make you a heritage specialist or a surveyor, it doesn’t cover insurance, and it isn’t a substitute for legal advice on a particular transaction.
All the property documents in the course are fictional. The law on listed buildings is different in Wales, Scotland and Northern Ireland.