Professional and financial risks

Thinking - Blog

Court to give clarity on Mitchell?

12 June 2014

In order to try and provide much needed clarity on the effects of the Mitchell case on case management, Lord Dyson, the Master of the Rolls, is set to hear three appeals over two days on 16 and 17 June in respect of:

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Thinking - Blog

Arck advice could lead to a flood of claims

Published on 15 May 2014. By David Allinson, Partner

There have been some recent developments in the on-going saga involving Arck LLP, Yorkshire bank and around 400 disgruntled investors.

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Thinking - Blog

Net contribution Clause: Court of Appeal Guidance

11 April 2014

The recent Court of Appeal decision in West v Ian Finlay and Associates has confirmed that a properly drafted net contribution clause ("NCC") is a valid and enforceable contractual term.

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Thinking - Blog

Court of Appeal confirms no general duty to advise on sophisticated tax planning

Published on 25 March 2014. By Robert Morris, Partner

Last year the High Court's decision in Mehjoo v Harben Barker gave rise to plenty of lurid headlines.

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Thinking - Blog

Litigation privilege in liquidations

Published on 11 March 2014. By Robert Morris, Partner

The recent Court of Appeal decision in Rawlinson and Hunter Trustees SA & others v Akers & another [2014] serves to emphasise that third party reports commissioned by liquidators to enable them to consider whether litigation should be commenced ...

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Thinking - Blog

Annuities – what next for providers and advisers?

Published on 21 February 2014. By Rachael Healey, Partner

The FCA has published its of Thematic Review of Annuities having conducted a substantive review of the annuity market.

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Thinking - Blog

When is a solicitor acting as a solicitor?

Published on 20 February 2014. By Rachael Healey, Partner

The High Court has recently given some guidance on whether, when operating its client account, a firm is acting in its capacity as a solicitor.

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Thinking - Blog

Mitchell: No excuse for a 'common sense' blind spot

19 February 2014

A recent decision by Mr Justice Stuart-Smith in the TCC in The Governor & Company of The Bank of Ireland -v- Philip Park Partnership illustrates that it is possible to push strict emphasis on CPR compliance too far.

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Thinking - Blog

FOS is the one and only

14 February 2014

After what has felt like an interminably long wait, the Court of Appeal has today allowed the appeal in Clark v In Focus.

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Thinking - Blog

SEC ups the ante on audits of Chinese companies listed in US

Published on 13 February 2014. By Robert Morris, Partner

In its "Initial Decision" No. 553, a US Securities and Exchange Commission administrative law court recently concluded that the Chinese affiliates of five international accounting firms breached section 106 of the US Sarbanes-Oxley Act 2002 ...

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Thinking - Blog

No way out

Published on 27 January 2014. By Jonathan Wyles, Of Counsel

If there was ever any doubt about the determination of judges to follow the Court of Appeal's decision in Mitchell v NGN [2013] EWCA Civ 1537, cases since then have shown that they are at least taking heed of the warning delivered by the Master of the Rolls.

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Thinking - Blog

RICS UK Valuation Commission Report

Published on 24 January 2014. By Alexandra Anderson, Partner

Today sees the launch of the RICS UK Valuation Commission Report.

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Thinking - Blog

Now do as you are told!

Published on 17 January 2014. By Alexandra Anderson, Partner

In the case of Thavatheva Thevarajah -v- John Riordan and Others, the Court of Appeal has once again made clear that, if you fail to follow directions for a claim, you will be penalised.

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Thinking - Blog

Architect's negligence: Strike Out Application fails to determine limitation position

10 January 2014

Edwards-Stuart J recently held in Venulum Property Investments Ltd v Space Architects Ltd & 5 Ors (2013) that it was not appropriate to decide the limitation issues via a strike out application in the absence of full evidence.

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Thinking - Blog

Aspect Contracts (Asbestos) Ltd v Higgins Construction Plc

06 December 2013

Court of Appeal - 29 November 2013

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Thinking - Blog

You have been warned - comply or else!

Published on 27 November 2013. By Jonathan Wyles, Of Counsel

On 27 November 2013 the Court of Appeal handed down its eagerly awaited judgment in Mitchell v News Group Newspapers [2013] EWCA Civ 1526.

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Thinking - Blog

Mediate or be damned

Published on 24 October 2013. By Alexandra Anderson, Partner

In a landmark decision released yesterday, the Court of Appeal has upheld the decision to deprive a Defendant of part of its costs, for failing to respond to repeated requests to mediate, even though it made a Part 36 offer which the Claimant failed to accept until just before trial.

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Thinking - Blog

Interest rate hedging products: mis-selling - Update on Green v Royal Bank of Scotland

22 October 2013

The Court of Appeal recently published its judgment in Green v Royal Bank of Scotland Plc [2012] EWHC 3661 QB, the first decided case concerning the alleged mis-selling of Interest Rate Hedging Products ("IRHPs").

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Thinking - Blog

Ministry of Justice's call for evidence leads to cry for fully independent regulation from SRA

07 October 2013

The Solicitors Regulation Authority (SRA) has responded to the Ministry of Justice's (MoJ) call for evidence on the regulation of legal services in England and Wales demanding truly independent regulation.

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Thinking - Blog

Tax avoidance – the beginning of the end?

Published on 21 August 2013. By Rachael Healey, Partner

Last week HMRC published a consultation document entitled "Raising the stakes and tax avoidance".

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Thinking - Blog

First reported vibration white finger professional negligence claim brings white knuckle decision to those advising defendants

06 August 2013

The first reported professional negligence case arising out of under-settlements for former miners in the government's vibration white finger ("VWF") compensation scheme has recently come to trial.

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Thinking - Blog

Competition Commission releases proposed remedies on the supply of statutory audit services

25 July 2013

Earlier this week the Competition Commission ("CC") published its provisional decision on the remedies it is considering introducing when it publishes its final report on the supply of statutory audit services to large companies in the UK.

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Thinking - Blog

Proposals to increase claims against directors

Published on 16 July 2013. By Ben Gold, Partner

We note with interest the Government's Discussion Paper, 'Transparency & Trust: Enhancing The Transparency of UK Company Ownership And Increasing Trust in UK Business', published yesterday.

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Thinking - Blog

Flood risk insurance: disaster averted?

27 June 2013

In a press release co-ordinated with the Government's announcement to Parliament on 27 June 2013 on infrastructure spending ...

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Thinking - Blog

Guillotine for ATE/CFA recoverability?

25 June 2013

A Law Society Gazette report emanating from a recent conference suggested that introduction of a six month time limit is under consideration by MOJ for recoverability of CFA/ATE premiums entered into prior to the 1 April cost reforms.

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Thinking - Blog

Insurer collapse adds to mounting financial pressures within the legal sector

Published on 19 June 2013. By Sally Lord, Knowledge Lawyer Manager

Latvian insurer Balva announced yesterday that it has called in liquidators, leaving approximately 1,300 firms of solicitors across England and Wales effectively without PI insurance cover.

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Thinking - Blog

Redress for unsuitable mortgage advice set to increase as Court of Appeal upholds High Court decision in Emptage v Financial Services Compensation Scheme

Published on 18 June 2013. By Robert Morris, Partner

The Court of Appeal has today dismissed the appeal in the case of Emptage v Financial Services Compensation Scheme.

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Thinking - Blog

Substantial delays and the FOS - R (on the application of CALLAND) v FINANCIAL OMBUDSMAN SERVICE LTD (2012)

Published on 13 June 2013. By David Allinson, Partner

The court has recently decided that a six and a half year delay between the FOS receiving a complaint from an investor and making a final decision against an IFA did not breach the IFA's rights under Article 6 of the ECHR.

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Thinking - Blog

Flood risk insurance open market – countdown to 31 July

06 June 2013

In less than 8 weeks a substantial number of properties may suffer significant loss of capital value if their owners are no longer be able to obtain flood risk insurance.

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Thinking - Blog

When the going gets tough, the tough must keep their standards….

Published on 06 June 2013. By Sally Lord, Knowledge Lawyer Manager

The Solicitors Regulation Authority (SRA) yesterday warned solicitors of the danger of the non-compliance trap in tough financial times.

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Thinking - Blog

CPR3.9 Refusal of relief from sanction - solicitors negligence claim now pending

Published on 31 May 2013. By Sally Lord, Knowledge Lawyer Manager

In Venulum Property Investments Ltd v Space Architecture Ltd & Ors, an application was made for permission to extend time for service of the Particulars of Claim as a result of the Claimant's solicitors misreading the relevant rule and failing to serve the Particulars within time.

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Thinking - Blog

Interest Rate Hedging Products Mis-selling Update

Published on 30 May 2013. By James Wickes, Partner

(The following article by Simon Greenley/James Wickes was first published in Insurance Day (www.insuranceday.com) on 30 May 2013).

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Thinking - Blog

Unravelling Transactions – The Party's Over

Published on 13 May 2013. By Simon Laird, Global Head of Insurance

The Supreme Court upheld the Court of Appeal's decision in Futter v Futter and Pitt v Holt as to the scope of the rule In re Hastings-Bass, but has overturned the Court of Appeal's decision on the application of mistake in Pitt.

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Thinking - Blog

"Transition management" – possible notifications from FCA investigations

Published on 09 May 2013. By James Wickes, Partner

It has been reported in the FT overnight that the FCA is swooping on the London offices of the world’s biggest banks and asset managers in a new probe aimed at a widespread (and reportedly lucrative) type of business known in the industry as "transition management".

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Thinking - Blog

Causation Basics: The breach must cause the loss

Published on 07 May 2013. By Sally Lord, Knowledge Lawyer Manager

In the recent case of Clack v Wrigley Solicitors LLP, the Courts have reaffirmed the principles set down in SAAMCO and Nykredit; liability for loss is limited to the loss attributable to the misconduct.

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Thinking - Blog

Even Consumers Can Forfeit Their Rights For Breach of Policy Conditions

Published on 03 May 2013. By Ben Gold, Partner

The judgment of Teare J in Parker v National Farmers Mutual [2012] EWHC 2156 (Comm) is worthy of note on a number of fronts, but particularly with regard to the judge's application of ICOBS 8.1, under which an insurer cannot unreasonably reject a consumer policyholder's claim.

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Thinking - Blog

Prosecuting "insider dealing" in Hong Kong

Published on 30 April 2013. By David Smyth, Senior Consultant

Hong Kong's top court expected to confirm there is a "third way"

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Thinking - Blog

Professional indemnity insurers urged to robustly defend growing number of cases

Published on 26 April 2013. By Robert Morris, Partner

There has been a spate of professional negligence claims lodged against the promoters of tax avoidance schemes following a clampdown on these schemes by HM Revenue & Customs (HMRC), as we have recently noted in the Financial Times.

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Thinking - Blog

US Auditor Scandal Intensifies Calls for Tougher Regulation

22 April 2013

The recent revelation that a partner in KPMG leaked insider information in exchange for cash and gifts may intensify calls for a shake-up in the regulation of auditors, especially in the US.

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Thinking - Blog

Rise of accountancy profession in China

Published on 22 April 2013. By David Smyth, Senior Consultant

The accountancy profession is on the rise in China.

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Thinking - Blog

Size does matter – risk of potential claims against estate agents

Published on 17 April 2013. By Alexandra Anderson, Partner

A recent Financial Times article has highlighted a potential risk area for estate agents.

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Thinking - Blog

Court of Appeal gives judgment on the potential liability of solicitors for a non-party costs order

Published on 11 April 2013. By Simy Khanna, Partner

In two joined cases , the Court of Appeal considered the potential liability of solicitors for a non-party costs order, if they fund disbursements.

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Thinking - Blog

NEWS: Scullion appeal to Supreme Court withdrawn – no duty of care owed by mortgage valuer to BTL investors – relief for valuers and their insurers

10 April 2013

The appeal by buy-to-let (BTL) investor Mr Scullion – due for hearing at the Supreme Court today – was withdrawn on confidential terms this morning.

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Thinking - Blog

The official line – how Judges are being instructed to implement Jackson costs reforms

08 April 2013

A recent speech at the Judicial College by the Master of the Rolls (Lord Dyson) shows precisely how Judges are being instructed to implement two key aspects of the Jackson costs reforms:

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Thinking - Blog

Follow landmark valuers 'duty of care' hearing (Scullion) live next week

05 April 2013

In 2011 the Appeal Court decided unanimously that the valuer's duty of care, when reporting to its lender client, should not extend to cover a buy-to-let investor (as distinct from a residential purchaser):

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Thinking - Blog

The trigger for liability coverage - actual liability or reasonable settlement?

26 March 2013

On 28 February 2013 judgment was delivered in the case of AstraZeneca Insurance Company Limited v XL Insurance (Bermuda) Limited and ACE Bermuda Insurance Limited [2013] EWHC 349.

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Thinking - Blog

Robust judicial case management in action

15 March 2013

In a Judgment handed down on 14 March 2013, the Court has sent a powerful message to all parties, and to their solicitors, about the immediate and painful financial consequences of 'manoeuvring' and seeking to frustrate effective judicial case management.

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Thinking - Blog

LSB request rejected: SRA confirm no review into separate business rule

14 March 2013

The Solicitors Regulation Authority ("SRA") have rejected the Legal Services Board ("LSB") request that they conduct a review of the separate business rule ("SBR"), as it is not in the public interest to do so and the necessary resources are not available.

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Thinking - Blog

No Fishing!

11 March 2013

A recent High Court decision has reminded Claimants that pre-action disclosure applications cannot be used as fishing expeditions to form or strengthen any unsubstantiated claims.

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Thinking - Blog

New Sanctions Guidance For Accountants and Actuaries' Investigations

08 March 2013

The Financial Reporting Council ("FRC") has published its first Sanctions Guidance for individuals and member firms under investigation.

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