Jo Morgan

Partner, Department Manager (Commercial Property)

Specialist Areas

  • Development land sales and acquisitions
  • Option and Overage Agreements
  • Buying and selling commercial property
  • Dealing with property aspects of business transfers
  • Refinancing
  • Property company sales and purchases of freehold and leasehold
  • Sales and purchases of property portfolios
  • Deeds of Easement

Experience

Jo is the former Deputy Department Manager of our successful Residential Property Team and now Heads the Commercial Property Team. She is an experienced manager and has also spent over 20 years dealing with property matters.

She has a keen eye for ensuring high service standards are maintained and delivered, being a member of the firm’s active Customer Service team. A key part of her role is also research and networking with other profession groups and individuals in the industry. This ensures that the team are at the forefront and knowledgeable of market trends and legislation changes, in the ever moving property climate.

Recent case: Acquisition of development land … Read more

Acting for development company in acquisition of development land over £700K. Work included advice on conditions of planning consent, Section 106 obligations, impact of covenants that bind the land and advice on specific searches and investigation to be carried out for land to be developed.

Recent case: Purchase of Touring Park … Read more

Purchase of Touring Park, mixed use development and Grade II listed building. Acting in the acquisition of a mixed use site and transfer of campsite business. Work included commercial due diligence, advice on site specific licence arrangements, rectification of inadequate service arrangements and easements as well as agreeing terms of the Asset Purchase Agreement.

Recent case: Purchase of new building waterfront apartment … Read more

Acting in acquisition of new build waterfront apartment over £1.2million. Negotiating on terms of Contract and dealing with complications in relation to easements and complex plans of site as well as bespoke financial Contract terms.

Recent case: Purchase and development of old school … Read more

Purchase of Development site of an Old School building acquired from an Education Charity Trust. Due diligence included liaising with a non-exempt charity and resulting considerations. Advice given on acquiring ongoing commercial property and use change to a development site. Dealing with consideration for access and service requirements and conditions of an existing Planning Consent.

Recent case: Re-finance of development site … Read more

Re-finance of Development Site. Dealing with the refinance of a development site including resolving an ongoing issue regarding inadequate easements and breach of a pre-existing covenant. Outcome included successful coordination of the refinance with the discharge of ongoing bridging finance, within the required deadline.

Qualifications and Accreditations

  • Chartered Legal Executive since 2005
  • Cornwall CILEx member – currently Branch Chairman for Cornwall Chartered Institute of Legal Executives
  • Committee member for the Cornwall Property Professionals Association- a network of property specialists across the County