PRACTICE NOTE FROM THE CHANCELLOR OF THE HIGH COURT: NEW REQUIREMENTS FOR SUMMARY ASSESSMENT FROM 14th APRIL 2026 (UPDATED)
Last month I wrote about the Practice Note in relation to Summary Assessments that take place in the Rolls Building from the 14th April 2026. That Practice Note was superseded by a further Practice Note issued yesterday. (In other words…
WITNESS EVIDENCE WEDNESDAY: THE COMMERCIAL COURT REPORT AND WITNESS STATEMENTS: PD57AC WAS FIVE YEARS OLD THIS MONTH – STILL GUIDANCE IS NEEDED
The Business and Property Courts – The Commercial Court Report 2024-2025 makes interesting reading. It notes that PD57AC came into force some five years ago. It still shows the need to emphasise that the Practice Direction needs to be complied…
CIVIL EVIDENCE: “BARE ASSERTIONS” ARE INSUFFICIENT TO ESTABLISH A DISPUTED DEBT NOR WILL “VAGUE AND UNPARTICULARISED” EVIDENCE
This case serves as a reminder that, if a debt is to be disputed, then the evidence in support of the denial has to be particularised and credible. Here the respondents faced a debt of £920,000. There was an attempt…
A REMINDER – DOCUMENTS IN AN AGREED BUNDLE ARE ADMISSIBLE AT THE HEARING AS EVIDENCE OF THEIR CONTENTS.
We are just looking at a few lines from a judgment we looked at earlier this morning. They contain a reminder that documents in an agreed bundle are admissible as evidence at the hearing. However this does not mean that…
MAZUR MATTERS 60: THE REVISED LAW SOCIETY GUIDANCE NOTE: SOME KEY POINTS: THIS WILL REQUIRE CLOSER OVERSIGHT OF THE WORK BEING DONE
One remarkable aspect of the Mazur decision is that in a very real sense it is the losers of the case who get to decide what goes on going forward. The Court of Appeal rejected the submissions of the Law Society…
AN “EXTERNAL” REPORT IS RELEVANT TO THE ISSUES IN THE CASE BUT THE JUDGE WILL DETERMINE ALL KEY MATTERS THEMSELVES..
We have, for many years now, been looking at the way in which the courts consider the admissibility of reports prepared for related purposes. We have that issue considered in this case. A report was obtained in relation to allegations…
THERE WAS NO AGREEMENT TO EXTEND TIME FOR SERVICE AS THE DEFENDANT ASSERTED: THE SCCO REFUSES TO SET ASIDE A DEFAULT COSTS CERTIFICATE
This is an interesting judgement on two levels. Firstly the judge did not accept the defendant’s contention that there had been an agreement to extend time for service of Points of Dispute to a bill of costs. Secondly, applying the…
MAZUR MATTERS 59: REMEMBER THAT MOST OF THIS AROSE BECAUSE SOMEONE DIDN’T KNOW (OR APPLY) THE CORRECT RULES AS TO FIXED COSTS
One underlying irony about the Mazur debacle is that most of the problems arise because of a mistake as to costs. The Circuit Judge ordered Ms. Mazur and Mr Stuart £10,653 when, in fact, the costs should only have been £636.00. …
COST BITES 376: THE NEED TO KEEP THE CLIENT INFORMED OF COSTS BEING INCURRED: THE SOLICITOR SHOULD HAVE INFORMED THE CLIENT THAT COSTS OF US $35,343,213.96 WERE BEING INCURRED
This judgment highlights the need for a solicitor to keep the client fully informed of the costs incurred. The judge observed that the SRA Code of Conduct imposed a positive duty on a solicitor to give the client the best…
BACK TO BASICS MONDAY: TIME LIMITS FOR CHALLENGING SOLICITORS’ BILLS
There have been a large number of posts recently relating to solicitor and own costs assessments. Many of these cases have related to the issue of whether bills delivered were “statute” bills “interim statute bills” or simply interim bills. The…
WASTED COSTS ORDER MADE AGAINST SOLICITORS WHEN THEY WERE MISTAKEN AS TO WHO THEY WERE INSTRUCTED BY: THE DEFENDANT ESTABLISHES CAUSATION
In this case a wasted costs order was made against a firm of solicitors for breach of warranty of authority. The stated to the defendant and the court, and believed, that they were instructed by the claimant’s insurers when, in…
COST BITES 375 : WHY THESE INTERIM BILLS WERE NOT STATUTORY BILLS: “VERY CLEAR EVIDENCE WOULD BE NEEDED TO ESTABLISH THAT AN INVOICE WHICH, ON ITS FACE, IS EXPRESSLY NOT FINAL HAS NONETHELESS BEEN AGREED TO BE FINAL”
Last month we looked at a case where a series of interim bills were found to be statutory bills. Today we look at a case where the court came to the opposite conclusion. This has important practical consequences in that…
THROWBACK FRIDAY (1): ADJOURNMENTS ON THE GROUNDS OF ILL HEALTH: A DETAILED CONSIDERATION (APRIL 2015)
The issue of adjournments being sought because of the ill-health of a party or witness (and in one case Leading Counsel) is always a concern. Sometimes these applications are made late, on the morning of the trial itself, and the…
SERVICE POINTS 33: COURT MADE AN ORDER FOR ALTERNATIVE SERVICE ON A RUSSIAN COMPANY’S LEGAL REPRESENTATIVES
Here was have a successful application for alternative service on the defendant’s legal representatives. It shows that in some circumstances the courts are willing to make such orders, particularly when the defendant is based abroad and there are potential issues…
SETTING ASIDE DEFAULT JUDGMENT: THE RELEVANCE OF DELAY AND THE DENTON PRINCIPLES CONSIDERED IN THE HIGH COURT
For many years now we have been looking at the interaction between an application to set aside a default judgment and the “Denton” criteria. Here we look at another case where the court considered relief from sanctions in this context. …
THE JUDGE FOUND AGAINST ME BECAUSE THEY GAVE TOO MUCH LEEWAY TO A LITIGANT IN PERSON : ALLEGATIONS OF THIS KIND SHOULD BE PARTICULARISED (AND CAREFULLY THOUGHT OUT)
Here we consider some unusual grounds of appeal. An unsuccessful claimant appealed on the grounds, inter alia, that the judge had erred in giving leeway to the defendant who was a litigant in person. What is important here is that…
COST BITES 374: IF THIS WAS A CBA THE UNILATERAL ABILITY TO VARY RATES WOULD HAVE LED TO IT BEING SET ASIDE ON THE GROUNDS IT WAS UNREASONABLE
We are continuing with our examination of a case we looked at yesterday. The court found that the agreement between the parties was not a Contentious Business Agreement. However the judge also stated that it it had been a CBA…
COST BITES 373: THIS ENGAGEMENT LETTER WAS NOT A CONTENTIOUS BUSINESS AGREEMENT: “CERTAINTY” IS AN ESSENTIAL INGREDIENT
In this case the court considered whether a solicitor’s letter of engagement amounted to the creation of a Contentious Business Agreement. It was held that there was too much uncertainty for this to be a CBA. The failure to set…
COST BITES 372: BILL REDUCED FROM £2.6 MILLION TO £750,000: WHY SUMMARY ASSESSMENTS CAN MATTER (A LOT…)
For many years now we have been looking in detail at summary assessments. On occasion the sums involved, and the reductions that take place, can be considerable. We have such a case here. An initial schedule of £2.6 million (excluding…
COST BITES 371: A SUMMARY ASSESSMENT IN ACTION: THE RESPONDENT’S SENSIBLE APPROACH SAVED TIME BUT INVESTIGATION WAS NEEDED
We are continuing with the practice of looking at what actually happens in summary assessments. These are rarely looked at in detail elsewhere. This case is also interesting in that, although the respondents adopted a “neutral” approach to the application…
THE COURT ALLOWS “CO-COUNSELLING” OF FIRMS ACTING FOR THE CLAIMANTS: BUT WITH STRINGENT CONDITIONS…
I cannot recall many cases that deal with the issue of “co-counselling”, that is allowing more than one firm of solicitors to act for a group of claimants in one action. That is the issue considered here. The court allowed…
WITNESS EVIDENCE WEDNESDAY: BOTH WITNESSES ARE HONEST AND BELIEVE THEY ARE TELLING THE TRUTH – BUT ONE IS WRONG…
It is often the case that the most difficult cases are those that depend almost wholly on witness recollection. This is made far more difficult in a case such as a motor accident where the incident happened in a matter…
COST BITES 370: THE OTHER PART OF THE CAR PARKING SAGA: COURT AWARDS COSTS AGAINST THE CLAIMANT IN A SMALL CLAIMS TRACK CASE
Here we return to the case considered in the previous post. The judge refused to allow the claimant’s representative a right of audience in a Small Claims Track case. This was a Small Claims Track case, however the judge then…
MAZUR(ISH) MATTERS 59: UNQUALIFIED PERSON NOT ALLOWED TO REPRESENT PARKING COMPANY AT A SMALL CLAIMS HEARING
I am grateful to Ritchie Young for sending me a copy of this judgment in which the District Judge refused to allow an unauthorised person a right of audience in a small claims track case. It is not technically part…
NEW RULES CAME INTO FORCE YESTERDAY: A QUICK REMINDER
New rules came into force yesterday. The key changes have been reviewed in a series of posts on this site. To refresh your memory a summary of the posts are below. Changes have also been made to the rules in…
BACK TO BASICS MONDAY (ON A TUESDAY…) : THE RULES ABOUT SERVING NOTICE OF APPLICATIONS: SERVE AS SOON AS PRACTICABLE – OR TAKE THE RISK
There are cases where those making applications make a tactical decision not to serve the application at once. They think, wrongly, that the rules only require three days notice to be given. This belief if wrong. As we shall see…
MAZUR MATTERS 57: THE INDEMNITY INSURER’S VIEW: “DOES IT CHANGE THAT MUCH REALLY?”: “I STRUGGLE TO THINK OF REAL LIFE SCENARIOS THAT WOULD HAVE FALLEN FOUL OF SHELDON J’S DISTINCTION BUT ARE NOW LAWFUL (AND VICE VERSA)”
I have written several times that when it came to providing practical guidance on how to deal with the Mazur judgment it was often insurers that were far more helpful than the regulators. It is worthwhile having a look at…
ANOTHER CASE ON FAILING TO PAY THE COURT FEE: AN APPEAL WAS STILL LODGED IN TIME EVEN THOUGH NO FEE WAS PAID AT ALL
Here we have a case that extends the principles in Siniakovich v Hassan-Soudey. The Court of Appeal held that a statutory appeal was lodged within time, even though it was sent by email to the court and no fee was…
SERVICE POINTS 32: MISSING OUT THE NAME OF THE ROAD ON THE CLAIM FORM DID NOT INVALIDATE SERVICE
The judge here considered an argument that a failure to include the name of the defendant’s street on the claim form meant that service was defective. This argument was rejected. The fact that the street was mentioned on the land…
COST BITES 369: SOMETIMES LITIGATION IS MORE ART THAN SCIENCE: “BANKSY” ENTITLED TO INDEMNITY COSTS AFTER ACTION DISCONTINUED, BUT NOT A NON-PARTY COSTS ORDER
Here we have a case where the claimant discontinued. Discontinuance made the claimant liable to pay costs. However in this case it was ordered to pay costs on the indemnity basis (from a key date). The judge then considered the…
MAZUR MATTERS 56: WHY WE MUST BE WARY OF THE SRA DEFINITION: CAN AN UNAUTHORISED PERSON REALLY “CONDUCT LITIGATION” EVEN UNDER SUPERVISION?
The judgment, quite expressly, passes a lot of responsibility for the detail of supervision on to the regulators. In this respect it is important that the regulators get the law right (and lets be honest their track record to date…
MAZUR MATTERS 55: THINGS WE DON’T KNOW THE ANSWER TO (2): WHAT DEGREE OF SUPERVISION IS REQUIRED: THIS “WILL ALWAYS DEPEND ON THE CIRCUMSTANCES”
It is important to note that the Court of Appeal decision yesterday did not create a “free for all” for unauthorised persons to undertake the conduct of litigation. Far from it. A central part of the judgment was the need…
MAZUR MATTERS 54: THINGS WE STILL DON’T KNOW THE ANSWER TO (1) WHAT IS MEANT BY “THE CONDUCT OF LITIGATION”? THE COURT DID NOT SUPPLY AN “EXHAUSTIVE DEFINITION”
The judgment given yesterday still leaves us with many uncertainties and litigators still need to tread with some care. Here we look at one of the matters that the Court of Appeal was not able to give a definitive answer…
WITNESS EVIDENCE WEDNESDAY 2: WHAT HAPPENED TO COSTS WHEN PARTS OF THE DEFENDANT’S STATEMENT WERE STRUCK OUT?
We are looking separately at the order for costs made in the case considered in the previous post. This emphasises the point that non-compliance with the rules can be costly. The defendant was ordered to pay the costs of the…
WITNESS EVIDENCE WEDNESDAY: COURT STRIKES OUT PARTS OF DEFENDANT’S WITNESS STATEMENT AS NON COMPLIANT WITH PD57AC (AND THE DEFENDANT IS A BARRISTER…)
This case adds to the growing number of cases where the courts have considered whether a witness statement breaches PD 57AC and the consequences for breach. The defendant’s initial statement contained numerous breaches of PD57. A revised statement was more…
THE MAZUR DECISION TODAY 5: THE “NUANCED” BITS: IT IS ALL ABOUT DELEGATION OF TASKS AND SUPERVISION (AND HERE IT IS OVER TO THE REGULATORS…)
I have already written that the judgement is Mazur is far more nuanced than many commentators have suggested. It does not give a “free for all” for non-authorised persons to litigate. Rather it gives authorised lawyers the ability to delegate…
THE MAZUR DECISION TODAY 4: THE CONCLUSIONS: IF AN UNATHORISED PERSON IS IN REALITY CONDUCTING THE LITIGATION “THEY WILL BE COMMITTING AN OFFENCE”
The judgment in Mazur today is far more nuanced than some observers have suggested. It is not an “as we were” situation. There is still scope for those working within solicitors’ practices to be breaking the law and thus committing…
THE MAZUR DECISION TODAY 3: NO DEFINITIVE DEFINITION OF THE CONDUCT OF LITIGATION: BUT WE DO HAVE THE “MAGNIFICENT SEVEN”
We continue our look at the judgment today by looking at the court’s more detailed consideration of what was meant by the “conduct of litigation”. The court did not give a definition. However it did give seven key points as to…
THE MAZUR DECISION TODAY 2: WHAT CAN AN “UNAUTHORISED” PERSON DO?
We continue with our breakdown of the Mazur decision today. Here the Court of Appeal considers what an “unauthorised” person can do. (The next post will look at the practical examples the judgment gives). “The judge was wrong to…
MAZUR COURT OF APPEAL DECISION TODAY: JUDGMENT AT FIRST INSTANCE OVERTURNED: THE SUPERVISION OF UNAUTHORISED PERSONS
I will be writing about this judgment throughout the day. The first posts will contain a summary of the views from the court. Later posts will analyse the position as a whole. This post contains a consideration of the carrying…
MORE USE OF AI: MORE HALLUCINATED CASES: THERE IS “NO PROBLEM” IN USING AI: BUT CONSIDERABLE CARE HAS TO BE TAKEN
If these issues continue as they have been we may soon be seeing an “AI Tuesday” to add to the other themes we examine throughout the week. Here we look at another “hallucination” case which ended with the person involved…
PROVING THINGS 285: THE DEFENDANT ESTABLISHES THAT THE CLAIMANT WAS FUNDAMENTALLY DISHONEST: “IT IS NOT CONSISTENT WITH QOCS TO EXTEND IT TO CLAIMANTS WHO KNOWINGLY TELL UNTRUTHS ABOUT SOMETHING FUNDAMENTAL TO THEIR CLAIM…”
This is a judgment on fundamental dishonesty where the judge considers, in some detail, the burden of proof and what a defendant needs to establish. There are important observations about the burden of proof and consideration of the term “dishonesty”…
THE CURRENT IMPORTANCE OF PLEADINGS 65: THE REASON WHY PLEADINGS ARE IMPORTANT IN ALL TYPES OF CASES: “IF THE DEFENDANT FEELS SHE HAS FAILED TO ESTABLISH ANY PART OF HER CASE BY REASON OF INADEQUATE PLEADINGS … SHE MAY NEED TO TAKE THAT UP WITH HER SOLICITORS…”
I appreciate that today has been a “pleadings heavy” day on this site. However the reason for this is that pleadings are important across the board. Earlier today we looked at pleadings in a multi-million pound dispute between two banks. Here…
THE CURRENT IMPORTANCE OF PLEADINGS 64: THE DEFENDANT TRIES – AGAIN – TO RELY ON EXTERNAL REPORTS AS FACTUAL PARTS OF ITS DEFENCE…
We continue our examination of this judgment where the judge considered the factors relating to amending pleadings in detail. In this case the defendant attempted (for the second time) to rely on the contents of an external report. The judge…
THE CURRENT IMPORTANCE OF PLEADINGS 63: WHEN ARE AMENDMENTS TO PLEADINGS “CONSEQUENTIAL” – DOES A PARTY HAVE “GENERAL RIGHT” TO INTRODUCE NEW MATTERS?
Here we continue with our examination of attempts to amend pleadings. We are looking at the same case as the previous post but a different judgment from a different judge. Here the claimant amended its Particulars of Claim and the…
THE CURRENT IMPORTANCE OF PLEADINGS 62: REFERRING TO AN EXTERNAL REPORT IN A DEFENCE MAY NOT BE HELPFUL: “A PLEADING NEEDS TO BE UNAMBIGUOUS AND COHERENT”
Today we are going to look in detail at attempts to amend a defence. There is much to learn about pleadings, pleading defences and applications to amend. We start off with an application made last year. However as we shall…
BACK TO BASICS MONDAY: GIVING THE SOURCE OF INFORMATION AND BELIEF IN A WITNESS STATEMENT: A MANDATORY OBLIGATION OFTEN IGNORED
It is surprisingly common to see witness statements that fail to comply with the basic – and mandatory – requirement that the maker of the statement gives the source of any matters of information or belief they are giving evidence…
COURT OF APPEAL OVERTURNS REFUSAL TO GRANT ADJOURNMENT OF COMMITTAL APPLICATION: THE COURT HAD AN OBLIGATION TO ENSURE THAT A PARTY COULD AVAIL THEMSELVES OF LEGAL REPRESENTATION
In this case the Court of Appeal overturned a decision not to grant an adjournment of committal proceedings. The Court held that the judge below did not appear to be aware of the fact that a respondent to committal proceedings…
HOW A FIRM OF SOLICITORS SHOULD NOT CONDUCT THEMSELVES IN LITIGATION: A WORKING EXAMPLE: EVIDENCE THAT WAS “GENERALLY UNRRELIABLE” AND “LACKING IN CREDIBILITY”
Here we are looking at a judgment that contains some remarkable observations and findings about the conduct of a solicitor. The judge was concerned not only about the failure to comply with directions, the inadequate nature of the statement of…
PROVING THINGS 284: APPLICANT FOR INJUNCTION FAILS ON JUST ABOUT EVERY POINT: THE CASE WAS DIFFICULT TO UNDERSTAND; NO EVIDENCE OF A RISK OF DISSIPATION; MATTERS THAT LEAVE THE JUDGE “BAFFLED” AND UNCOMFORTABLE
The applicant in this case sought an injunction. The application was (unusually) made on notice. The respondent did not have the opportunity to put in evidence. The applicant failed on just about every point. It was unclear what the applicant’s…
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