Key learning outcomes

  • Understand the types of shared ownership leases and typical terms
  • Appreciate how to deal with SDLT in the context of shared ownership
  • Approach the practical and tax implications of staircasing with confidence

This course provides an overview of shared ownership and help to buy schemes, including:

  • An introduction to shared ownership
  • The role of housing associations and other providers
  • The different types of shared ownership lease
  • Conveyancing issues arising in shared ownership transactions
  • Overview of the shared ownership lease, including: restrictions on assignment; pre-emption; mortgagee protection; staircasing; extension or variation; and consequences of rent or service charge arrears
  • Implications of section 106 agreements
  • Stamp Duty Land Tax: including the making (and effect) of a market value election; the significant changes to calculation of tax on staircasing; and related practical problems
  • Exercising and documenting staircasing
  • Land Registry issues
  • Help to buy loans, including Help to Buy ISA
  • Practical tips and traps
David Keighley

David Keighley

Details and courses

Informative and detailed.

Comprehensive course with clear course notes, very useful.

Much more useful than the official HMLR and HMRC guidance on the same subjects.

Very good course, speaker is v clear

very through and good understanding. excellent course materials.

Very informative and emphasis on matters of praqctical importance - very helpful

Excellent speaker, explained a difficult concept clearly and confidently

David Keighley is a brilliant speaker. He is engaging and his course notes are comprehensive. A great overview with plenty of detailed notes to digest.

Very helpful course & great speaker! 


This course will enable me to move forward in a more confident way. 

Excellent presentation & very informative. 

Available dates (3)
Tue 19 Nov 2019 - 10:00AM London Members save up to 50% off training£510
Tue 3 Mar 2020 - 10:00AM Birmingham £510
Tue 21 Apr 2020 - 10:00AM London £510
Purchase course documentation
Course Notes - Shared Ownership and Help to Buy: Acting for the Purchaser £79

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