Shared Ownership & Related Leasehold Matters

This course aims to make the management of shared ownership more effective. This course can be designed around your specific needs by adding or removing topics of your choice. If this outline doesn’t cover what you would like please speak with us and we can advise you on an outline to suit your needs.

Course contains

  • Shared Ownership and Shared Equity – main rules and conditions
  • Fundamental Clauses
  • Subletting
  • Buying further shares and staircasing up to 100%
  • What does this mean for your organisation?
  • Service charge setting/major works and consultation
  • Income recovering strategies

Learning outcomes

After this course, you will be able to:

  • Describe what is meant by shared ownership and the different schemes available
  • Explain the rights and responsibilities of both landlords and leaseholders
  • Outline the process for staircasing and re-sales
  • Appreciate the legal issues around leaseholders subletting their accommodation
  • Explain the law regarding major works including the consultation process
  • State the law on the setting up and operation of management companies
  • Understand good practice for service charge setting and the recovery of arrears.

Suitable for

Frontline housing staff and housing managers; staff responsible for developing leaseholder/shared ownership policies and advisers.

CPD hours 0