How being clued up on conveyancing can help your clients

‘Clients get frustrated at being asked to provide the same information twice’

clock • 4 min read

Property investment will be a subject familiar to most financial advisers, but when it comes to the conveyancing process, John E Jones asks how much you actually know… Research suggests that around one in three sales will fall through and for a multitude of reasons from financial issues to survey problems to the buyer or seller simply changing their mind. Poor communication can also be a factor, however, and that's why having knowledge of the process and a good relationship with your client's conveyancer is so important. Working together will enable any issues to be identified, a...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Tax-efficient Investing

Navigating 'the most complex tax environment in decades'

Navigating 'the most complex tax environment in decades'

Taking tax-efficient investment vehicles into 2025

Isabel Baxter
clock 02 January 2025 • 2 min read
How being clued up on conveyancing can help your clients

How being clued up on conveyancing can help your clients

‘Clients get frustrated at being asked to provide the same information twice’

John E Jones
clock 09 April 2024 • 4 min read
Demand for tax-efficient investment advice likely to 'surge'

Demand for tax-efficient investment advice likely to 'surge'

Presenting a ‘major’ opportunity for advisers

Isabel Baxter
clock 30 August 2023 • 1 min read