Chapter 1: Receive the instruction and frame the file

Listed Property Risk for Conveyancers0% complete · about 57 min left

1. Receive the instruction and frame the file

Page 1 of 3 · Take on a listed property instruction

Project moment

A buyer instructs you on the purchase of 18 Market Square. The agent’s particulars and the buyer both say it is Grade II listed.

Your task

Work out what extra checking the listing calls for, without turning the purchase into a heritage project.

Use the Project Material on the right, then answer below. →Use the Project Material above, then answer below.

EMAIL FROM THE BUYER
“We’re delighted to have had our offer accepted on 18 Market Square. We know it’s Grade II listed – the agent made a point of it. The extension at the back is already there, so we assume the permissions are all sorted. We’d like to exchange within eight weeks if we can. We’re thinking about a new kitchen at some point, but nothing is planned yet.”
FILE OPENED
• Official copies of the title (freehold)
• Seller’s Property Information Form (TA6)
• Agent’s particulars, with photographs
• Window invoice and FENSA certificate (2017)
• Boiler replacement invoice (2019)
Searches ordered. The mortgage offer is awaited.

How each page works

Read the project moment - where the purchase of 18 Market Square has got to.
Read your task, then check the Project Material. The page’s document is already open for you.
Choose the answer you think is strongest. Any answer is fine - each one gets its own feedback explaining the reasoning, then example wording for the client.
Read the further analysis - the worked File Note addition and, where useful, an optional comparison.
Add the worked position to your Listed Property File Note. It opens in the Listed Property File Note tab and builds up chapter by chapter - it is what you take away from the course. Whichever answer you chose, the File Note holds the strongest position, as shown in the feedback.

Your initial view

What is the most useful first step?

Rely on the particulars and the seller’s TA6 replies about the listing and the extension, and follow up anything odd once the local search comes back.Check the listing on the official register, ask for the approvals for each alteration, and ask the buyer what they plan to change after they move in.Warn the buyer that listed buildings can hardly be altered at all, and suggest they think again before you spend time on enquiries.Pass the whole file to a heritage specialist straight away, so the listed building questions are dealt with outside the conveyancing.

1. Receive the instruction and frame the file, page 1 of 3: Take on a listed property instruction

1Project moment

Work out what extra checking the listing calls for, without turning the purchase into a heritage project.

3Your initial view

Project moment

Your initial view