Residential Letting Client Accounting and Handling Tax for Non-Residential Landlords

This course will help delegates understand best practice when dealing with client money and also assist in ensuring compliance with the accounting procedures of the professional bodies. It will also provide practical guidance on the Finance Act 1995 relating to non-resident landlords.

The course will also assist negotiators undertaking market appraisals as it will provide practical guidance on the Finance Act 1995 relating to non-residential landlords.


Residential Letting and Client Accounting

  • Propertymark Westminster - Tuesday 10th October 2017 09:15 - 16:30
    Fully booked
    Member Price: £175.00 (+VAT)
    Non-member price: £240.00 (+VAT)
  • Oxford exact venue TBC - Thursday 16th November 2017 09:15 - 16:30
    Spaces available
    Member Price: £175.00 (+VAT)
    Non-member price: £240.00 (+VAT)
  • Propertymark Westminster - Thursday 30th November 2017 09:15 - 16:30
    Fully booked
    Member Price: £175.00 (+VAT)
    Non-member price: £240.00 (+VAT)


Anyone involved in client accounting or who wishes to understand the procedures, and staff wishing to know more about taxation for landlords and the obligations of all lettings staff to their employer.


  • Client accounting: the basic structure
  • Areas of potential weakness which can put an agent at risk
  • Routines: What should I be doing when?
  • End products: what do I produce that provides information for people?
  • The Finance Act 1995
  • Capital Gains Tax for individuals
  • Problem areas: some of the most common problems arising in letting and management which affect the client accounting department and non-resident landlords
  • Rent - Demands, Client Accounting, Paying over
  • Arrears and cash book management
  • Statements: how to avoid problems
  • Floats: paying contractors and posting debits
  • Disbursements and how to charge
  • Reconciliations
  • Where accounts and property management meet
  • Finance Act 2011

"Very well presented, learned a lot and good use of examples"

Simon Meaden

"Found the course really informative. From someone who doesn't do accounts I was still able to understand it all"

Stephanie Hilditch

Waiting list

If the date you would like is fully booked and you would like to be placed onto the waiting list, please email with your name, contact details and how many places you would like; if a place becomes available we will then contact you. Alternatively if we have sufficient interest we will try and arrange an additional date for the course to run. 

In-house training

This course is also available in-house. For more information on this please contact the Courses department on 01926 417 787 or email

Alternative dates or locations

To register your interest in alternative dates and locations for this course please email


Level: Intermediate
CPD: 7 hours

face to face

Face to Face

Meet Your Trainer

Ian Potter, ARLA Trainer

Ian Potter

Ian worked in residential letting agencies for almost 20 years and was involved with many non-resident landlords as well as discussion with the Revenue when the current non-Resident Landlords Scheme was being set up. He moved to work with ARLA, meeting many government departments and politicians on the subject of the PRS in all legal jurisdictions including the introduction of Tenancy Deposit Protection.

Having retired in 2014 Ian currently works as a consultant for several companies related to the PRS including NFoPP Awarding Body, TDS and Safe Deposits where he was recently appointed chairman of the Board of Directors. He also does work on compliance health checking for both letting and estate agents. Ian has wide knowledge and understanding on the issues surrounding client accounting itself, experiencing many different software systems and processes..