OFFICIAL
LAW SOCIETY
SPRING 2024
Local News
Training & Events Programme 2024
SUPPORTING
Financial Wellbeing Programme
THE
JOURNAL OF THE SURREY
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SurreyLawyer ■
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SURREY
The Supporting Surrey Financial Wellbeing Programme
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2 | SURREYLAWYER
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SURREYLAWYER | 3 @SurreyLawSoc @surreylawsociety https://www.linkedin.com/groups/8731473 PUBLISHER Ian Fletcher Benham Publishing Limited Aintree Building, Aintree Way, Aintree Business Park, Liverpool L9 5AQ Tel: 0151 236 4141 Fax: 0151 236 0440 Email: admin@benhampublishing.com Web: www.benhampublishing.com ACCOUNTS DIRECTOR Joanne Casey SALES DIRECTOR Karen Hall STUDIO MANAGER John Barry MEDIA No. 2014 PUBLISHED April 2024 © The Surrey Law Society Benham Publishing Ltd. LEGAL NOTICE © Benham Publishing Limited. None of the editorial or photographs may be reproduced without prior written permission from the publishers. Benham Publishing would like to point out that all editorial comment and articles are the responsibility of the originators and may or may not reflect the opinions of Benham Publishing. No responsibility can be accepted for any inaccuracies that may occur, correct at time of going to press. Benham Publishing cannot be held responsible for any inaccuracies in web or email links supplied to us. DISCLAIMER The Surrey Law
for
of sex, race,
age or sexual
not the society unless specifically stated to be otherwise. All statements as to the law are for discussion between members and should not be relied upon as an accurate statement of the law, are of a general nature and do not constitute advice in any particular case or circumstance. Members of the public should not seek to rely on anything published in this magazine in court but seek qualified Legal Advice. COVER INFORMATION Image by Yanalya on Freepik Contents Copy Deadlines 27th JUNE 2024 (For JULY 2024) Advertising Anyone wishing to advertise in Surrey Lawyer please contact Catherine McCarthy before the copy deadline. 0151 236 4141 catherine@benhampublishing.com Editorial Anyone wishing to submit editorial for publication in The Surrey Lawyer please contact Helen Opie before the copy deadline. 0333 577 3830 helen.opie@surreylawsociety.org.uk Follow us on social media 05 09 06 20 05 President’s Jottings 06 CEO Report 07 News 09 SUPPORTING SURREY Financial Wellbeing Programme 10 Training & Events Programme 2024 12 New first-of-its-kind report presents pathway to ending UK prisons crisis 14 Law Firm Survey 2024 15 Solicitor firms invited to boost business and give back to charity in 2024 Will Aid campaign 16 SLS Legal Awards 2024 19 Past President's Championship Cup 20 Council Member's Report 21 Residential Conveyancing: What does the future hold for 2024 22 Public Affairs Update: The Law society of England and Wales 24 Focus on EDI 26 Surrey Junior Lawyers Division 29 Book Review
Society welcomes all persons eligible
membership regardless
religion,
orientation. All views expressed in this publication are the views of the individual writers and
OFFICERS
KEY OFFICERS
President
DAWN LAWSON
Nichols Marcy Dawson LLP, Portman House, Colby Rd, Walton-on-Thames KT12 2RN
Tel: 01932 219500.
Email: d.lawson@nmd-law.com
Deputy Vice President
KIM WINTLE
Blackfords LLP, Cleary Court, 169 Church Street East, Woking GU21 6HJ
Tel: 03330 150150
Email: kim.wintle@blackfords.com
Honorary Secretary
KIERAN BOWE
Russell-Cooke Solicitors, Bishops Palace House, Kingston Bridge, Kingston upon Thames, Surrey, KT1 1QN
DX 31546 Kingston upon Thames
Tel: 020 8541 2041 Fax: 020 8541 2009
Email: kieran.bowe@russell-cooke.co.uk
Hon. Treasurer
CLAUDENE HOWELL
Owen White & Catlin LLP, 74 Church Road, Ashford, Middlesex TW15 2TP
T: 01784 254188
E: claudene.howell@owc.co.uk
COMMITTEE MEMBERS
Immediate Past President
MADELEINE BERESFORD
TWM Solicitors LLP, 65 Woodbridge Road, Guildford, Surrey GU1 4RD
Tel: 01483 752742
Email: madeleine.beresford@twmsolicitors.com
NICK BALL
TWM Solicitors LLP, 65 Woodbridge Road, Guildford, Surrey GU1 4RD
Tel: 01483 752700
Email: Nick.Ball@twmsolicitors.com
CARINA BRITS
Elite Law Solicitors, St James House, 9-15 St James Road, Surbiton, Surrey
KT6 4QH
Tel: 020 3376 5861
Email: cbrits@elitelawsolicitors.co.uk
MARALYN HUTCHINSON
Kagan Moss & Co, 22 The Causeway, Teddington TW11 0HF
Tel: 020 8977 6633 Fax: 020 8977 0183
Email: maralyn.hutchinson@kaganmoss.co.uk
DEV JUMMOODOO
Rosewood Solicitors, Export House, 5 Henry Plaza, Victoria Way, Woking Surrey GU21 6QX
Tel: 01483 901414
Email: dev.jummoodoo@rosewood-solicitors.com
ALASTAIR LOGAN OBE
Pound House, Skiff Lane, Wisborough Green, West Sussex RH14 DAG
Email: alastairdwlogan@btinternet.com
EMMA PATEL
Rosewood Solicitors, Export House, 5 Henry Plaza, Victoria Way, Woking, Surrey GU21 6QX
Tel: 0Tel: 01483 901414
Email: emma.patel@rosewood-solicitors.com
RACHEL PHILIP
S. Abraham Solicitors, 290A Ewell Road, Surbiton, Surrey KT6 7AQ
Tel: 020 8390 0044
Email: conveyancing@sabrahamsolicitors.co.uk
JAMES SCOZZI
Elite Law Solicitors, 1 Fetter Lane, London EC4A 1BR
DX: 14 London Chancery Lane
Tel: 020 3440 5506 Fax: 01923 219416
Email: jscozzi@elitelawsolicitors.co.uk
SUZANNE WALKER
Nichols Marcy Dawson LLP, Portman House, Colby Rd, Walton-on-Thames
KT12 2RN
Tel: 01932 219500;
Email: s.walker@nmd-law.com
LAW SOCIETY COUNCIL MEMBER
SUSHILA ABRAHAM
S Abraham Solicitors 290A Ewell Road, Surbiton KT6 7AQ
Tel: 020 8390 0044
Email: office@sabrahamsolicitors.co.uk
Chief Executive & Magazine Editor
HELEN OPIE
Surrey Law Society, c/o Russell-Cooke LLP, Riverview House, 20 Old Bridge Street, Kingston KT1 4BU
Web: www.surreylawsociety.org.uk
Tel: 0333 577 3830
Email: helen.opie@surreylawsociety.org.uk
SUB-COMMITTEES
CONVEYANCING & LAND LAW
Rachel Philip
Carina Brits
Maralyn Hutchinson
Ema Jones
Martin Whitehorn
EQUALITY, DIVERSITY & INCLUSION
Emma Patel
Victoria Clarke
Amber Howton
Alastair Logan OBE
Linda Lusingu
Amber Matheson
Maria Mingoia
James Scozzi
FINANCE
Claudene Howell
Nick Ball
Maddie Beresford
Kieran Bowe
Helen Opie
PRIVATE CLIENT
Kieran Bowe
Maddie Beresford
Jess Buttaci
QUO VADIS
Claudene Howell
Nick Ball
Maddie Beresford
Kieran Bowe
James Scozzi
Helen Opie
SOCIAL
Madeleine Beresford
Claudene Howell
Daphne Robertson
Gerard Sanders
Helen Opie
Kim Wintle
SURREY JUNIOR LAWYERS DIVISION
Bethany Walker (Chair)
Alex Watson-Lee (Vice Chair)
Bisma Hussain
Martin Whitehorn
Daisy Welland
Seema Gill
Katie Foulds
Kabina Suyal
Joanna Earl
Hannah Gibbons
Daniel Hart
Ellie Sullivan
Daniella Mcleod
Alexandra Pruvost
Sapphire Gold
Jasmine Lagha
Lavanya Hart
Julia Francis-Owusuasefa
Joshua Schonegevel
Email: surreyjuniorlawyersdivision@gmail.com
LinkedIn: https://www.linkedin.com/company/ young-surrey-lawyers
Instagram: jld_surrey
Twitter: @YSL_Live / @SurreyJLD
4 | SURREYLAWYER
Much like the weather, the market appears to have once again picked up. Whilst uncertainty remains over what the Bank of England will do with regards to interest rates over the coming months, I have found consumer confidence appears to have stabilised, instructions are increasing weekly, and I hope all our members are having a similar experience coming into Spring.
In January SLS responded to two SRA Consultations Proposals to change how the English or Welsh language proficiency of qualified lawyers is assured – relating to proposals to change when and how the SRA seek assurance that a qualified lawyer who has been granted an exemption from SQE2 has the English or Welsh language proficiency needed to practise as a solicitor of England and Wales, and Changes to the rules on Solicitors Qualifying Examination (SQE) exemptions – relating to a new rule that would prevent qualified lawyers from being granted an exemption from part or parts of the SQE that they have previously attempted and failed. An analysis of the responses and any corresponding policy decision is yet to be published.
On 7th March I was invited to host the inaugural County Societies Group (CSG) Conference, a pioneering collaboration uniting the local law societies of Cheshire & North Wales, Devon & Somerset, Kent, Leicestershire, Newcastle, and our very own Surrey. The County Societies Group Conference was a testament to our shared commitment to delivering affordable training to our collective members. Born out of a dedication to accessibility and relevance, this conference series represented the culmination of efforts from societies across the country and the breaking down of geographical barriers. The conference programme offered an invaluable opportunity to gain up to date knowledge on key issues affecting conveyancing practitioners with helpful and informative insights from Ian Quayle, Allie Parsons, Sally Redman, Andrew Roddy and Richard Snape, each an authority in their respective fields.
April will see SLS host further educational seminars in the way of Private Client and Family Law updates and a Guide for Conveyancers on navigating properties let on an Airbnb basis in the UK. Booking is available via the SLS website.
Later this month I have been invited to the University of Law's Awards Evening at Guildford Campus to present an award to the Winner of Highest Mark in PgDL/MA Conversion and I will look
President’s Jottings
SPRING 2024
forward to sharing the details of the successful aspiring Lawyer in the next edition of the SLS magazine. On 9th May Helen Opie CEO of SLS and myself will be attending the Local Law Societies Town Hall Meeting which will include a chat with the Attorney General and Nick Emmerson, President, Law Society of England and Wales.
Cancer Research UK is my nominated charity and one which is incredibly close to my heart. Cancer has been very much brought to the forefront of the news in recent weeks with both King Charles and Princess Catherine having been diagnosed with Cancer. I am therefore delighted to announce that SLS will be hosting an exciting new fundraising initiative “Sailing for a Cure” on 26th April 2024 where we will be inviting members to join us to cruise along the Thames aboard the New Southern Belle, a vibrant Missisippi-style sternwheeler, embarking from Kingston and journeying along a stunning part of the Thames from Hampton Court to Richmond. Tickets are now on sale and will include a drinks reception, delectable bowl food, live music and a raffle/auction. We have secured more than 20 incredible donations including flight simulator experiences, hot air balloon rides, afternoon tea at the Ritz and a 1969 Series E-Type Roadster for the weekend. We will be joined by representatives of Cancer Research UK who will provide branding for the event. This is an excellent opportunity for member firms to showcase their philanthropy and corporate responsibility. Helen and I have worked really hard to organise a fantastic evening in a beautiful setting where we can let our hair down whilst hopefully raising as much money as possible for Cancer Research UK and I very much hope to see as many of you there as possible.
Finally, a reminder that nominations for the 2024 SLS Legal Awards will close on 26th April. The Awards have grown year on year. As well as being a fantastic social evening and networking opportunity the awards are an excellent opportunity to showcase the wealth of incredible talent that our membership has to offer. Good luck to all applicants!
Have a wonderful Easter.
Dawn Lawson President Surrey Law Society
SURREYLAWYER | 5 INTRODUCTION
Dawn Lawson
SHelen Opie
CEO Report
SPRING 2024
pring is upon us, and it has been a busy start to 2024 with the implementation of the Society’s new membership database, which dramatically improves the previously outdated system that had been in place for many years. Elouise has worked tirelessly to manually upload the most current and accurate data for our members, and you will hopefully have received by now the details of the information we hold for you and your firms. We hope that the new system will streamline our communications in the coming months so that you receive the information most relevant to you, with the ability to control your preferences and interests. We have also been busy with the preparation of the 2024/25 membership renewals and hope that members have received their invoice for next year’s subscription by now.
In March, the Society spearheaded the inaugural CSG Conference, a groundbreaking collaboration with esteemed counterparts from the local law societies of Cheshire & North Wales, Devon & Somerset, Kent, Leicestershire and Newcastle. The online conference focussed on conveyancing and examined Future Frontiers in Conveyancing – Unveiling Trends, Tackling Challenges, and Elevating Expertise in 2024. Members from all six societies came together to hear expert speakers talk on the Building Safety Act, Climate Change Reporting, the Digitisation of Conveyancing and Leasehold Reform, and we are grateful to Ian Quayle, Richard Snape, Alison Parsons and Sally Redman from Landmark Information and Andy Roddy from HM Land Registry for their excellent presentations.
The Society has also kicked off its traditional training programme and had a sell-out in-person course on the Bank of Mum & Dad delivered by John Bunker and James Lister, which was held at the incredible offices of Stevens & Bolton in Guildford. We have also hosted excellent webinars on The Family Procedure (Amendment No.2) Rules 2023 with Karen Barham and Charting the IHT Course with Helen Forster, which were available free to SLS members.
I am also delighted to announce the renewal of a great number of our partnerships with patrons as well as the introduction of some new partners. It is a privilege to collaborate with such fantastic companies and I would encourage all members to review the services they provide to see how they might support you. Our 2024 sponsors are:
• Evelyn Partners (www.evelyn.com)
• Landmark Information Group (www.landmark.co.uk)
• Finders International (www.findersinternational.co.uk)
• Chadwick Nott (www.chadwicknott.co.uk)
• Pro-Drive IT (www.prodriveit.co.uk)
• ReviewSolicitors (www.reviewsolicitors.co.uk)
• LawSure Insurance Brokers (www.lawsureinsurance.co.uk)
• Chris Cotterill of Konsileo (www.konsileo.com)
Looking to the future, we have a jampacked Spring ahead, kicking off with another in-person course on 18 April, our Private Client Update 2024 with Professor Lesley King, and then a number of online sessions, including a Family Law Update 2024, A Guide for Conveyancers and Litigators on Navigating Properties Let on
a AirBnB Basis, an insightful course on the 5 Key Principles to Highly Profitable Delegation for Law Firm Owners and Partners, and a webinar on Streamlining Probate. Perhaps the most exciting addition to the programme is, however, our Sailing for A Cure Legal Charity Event, which will take place on Friday 26th April. This promises to be a fantastic occasion, not only to get together with colleagues and peers, but also to raise important funds for Cancer Research UK. Most of us have been impacted either directly or indirectly by cancer and it would be so wonderful to raise as much money as possible to support the work being done by CRUK to improve survival rates. Plus, we have some incredible prizes that have been generously donated to our event raffle and auction.
We have recently been excited to announce the launch of our 2024 Supporting Surrey Programme on Financial Wellbeing, run in collaboration with SLS Premium Patron Evelyn Partners. The programme is a series of 3 webinars, free to SLS members and subscribers to the Surrey JLD mailing list and will provide attendees with valuable insights into financial planning at every stage of their careers.
Lastly, a gentle reminder to submit your nominations for the SLS Legal Awards, we want to hear from as many members as possible. This is an opportunity to recognise and celebrate the achievements of fellow members. Details on categories and how to nominate can be found overleaf.
As we move forward, we remain committed to serving the membership and strengthening the legal community in Surrey and look forward to seeing you at our upcoming events and initiatives.
With best wishes,
Helen
Helen Opie Chief Executive & Magazine Editor
T. 0333 5773830
E. helen.opie@surreylawsociety.org.uk
@SurreyLawSoc
@surreylawsociety
Helen Opie (Chief Executive at Surrey Law Society)
Surrey Law Society
6 | SURREYLAWYER
INTRODUCTION
TWM strengthens Corporate and Commercial presence in Guildford with new partner hire and solicitor promotion
TWM Solicitors is pleased to announce the arrival of John Parpounas-Matossian, who has joined TWM as a Partner in the Corporate and Commercial team.
John specialises in corporate law and will work closely with the team to cover London and the South market. John has 20 years of top-tier City and Surrey experience in the field and advises on the whole spectrum of corporate transactions, both domestic and cross-border, for businesses ranging in size from SMEs to multinationals. He also advises entrepreneurs who are in the early stages of their ventures, corporate officers and shareholders.
John has a particular focus on share and business acquisitions and disposals, shareholder arrangements and strategic alliances, corporate finance and group reorganisations. Alongside his corporate practice, John’s expertise also bolsters TWM’s real estate finance practice, having acted primarily on the borrower side for residential property developers and technology companies.
John’s arrival follows the recent promotion of Nicole Syradd to the position of Associate in the Corporate and Commercial team. Nicole joined TWM in 2016, and having successfully qualified as a solicitor with the firm, she has worked as part of the team to support clients in the full range of corporate
law matters. Nicole’s promotion is testament to the stellar start to her career and the high regard in which she is held both by clients and colleagues alike.
David Powell, Head of Business Law at TWM, said: “We’re very pleased to be welcoming a partner of John’s calibre to the firm and our expanding Corporate and Commercial team. John’s arrival and Nicole’s promotion underline our ongoing commitment to the regional market, and the importance we place on delivering the best possible service to our clients. John is an exceptional corporate lawyer who strengthens our firm across multiple practices and sectors.”
John said: “There are clear synergies between my practice and TWM's vision to strengthen its corporate practice and real estate finance offering. This is a natural step in my career, and I’m excited by the challenge”.
TWM’s Corporate and Commercial team has expanded considerably in recent times, in relation to both the provision of corporate and commercial law services. The team is ranked in the Legal 500, one of the most authoritative legal directories in the UK.
For further information, please visit: www.twmsolicitors.com. ■
Mandy Spring Joins Morr & Co as Partner in the Family Team
Morr & Co, a leading law firm known for its excellence in family law, is delighted to announce the addition of Mandy Spring as a Partner in the Family team.
With over 25 years of specialist experience in family law, Mandy brings a wealth of expertise to the firm, particularly in navigating complex and high net worth financial cases upon divorce.
Throughout her distinguished career, Mandy has dedicated her time to providing exceptional legal counsel to clients facing a diverse range of family law issues. Recognising the challenges her clients encounter during these sensitive times, she is known for delivering a friendly and empathetic service, offering practical and realistic advice tailored to each individual's needs.
Mandy's expertise spans various areas of family law, including cases involving pensions, businesses, tax, trusts and those with international aspects, as well as pre and post nuptial agreements. She is also highly skilled in advising unmarried clients on cohabitation agreements, property and financial issues
arising on relationship breakdown and financial provision for children.
Prior to joining Morr & Co, Mandy honed her skills at two Top Tier Legal 500 family law teams in Surrey, where she established herself as a key lawyer, earning recognition in Legal 500 for several consecutive years. She was described by Legal 500 as ‘a walking encyclopaedia’ who is ‘pragmatic, empathetic and knowledgeable’ and ‘is highly experienced, hard working and gives sensible and constructive advice to clients’.
Mandy is also a trained collaborative lawyer and serves as co-chair of the Surrey Collaborative Pod. She actively contributes to the field as a member of the committee of Surrey Resolution and Resolution's Pensions, Tax & Financial Remedies committee. Furthermore, Mandy is committed to mental health awareness and support, having received training as a Mental Health First Aider.
Stephanie Calthrop-Owen, Head of Family at Morr & Co comments on Mandy’s arrival;
"We are thrilled to welcome Mandy Spring to our team. Her extensive experience and dedication to client care make her a valuable addition to
our firm. We are confident that her expertise will further enhance our ability to provide exceptional legal services to our clients."
Mandy's appointment underscores Morr & Co's commitment to recruiting the very best talent and reinforcing its position as a leading provider of family law services. With Mandy's addition, the firm looks forward to continuing to deliver outstanding results for its clients, as the firm goes from strength to strength.■
SURREYLAWYER | 7 NEWS
John Parpounas-Matossian, David Powell and Nicole Syradd
Meadows & Co solicitors, a long-established legal practice, operating out of offices in Weybridge, Surrey, London and Devon are delighted to announce three new recruits in their Weybridge office, demonstrating their commitment to growth and hiring high calibre team members to service our valued clients’ needs.
Priti Gill, a senior family lawyer, joins as a partner and CoHead of the Family Department. Priti specialises in all aspects of divorce and relationship breakdown including financial arrangements, cohabitation agreements and cohabitee disputes, issues relating to children (where they live, who they spend time with and other specific matters including international relocation), dissolution of civil partnerships and LBGTQ family matters. Priti is a Fellow of the Institute of Legal Executives and has over 30 years’ experience.
Are financial worries affecting your wellbeing?
Help for Epsom & Ewell residents is available
A free money advice and wellbeing support service is available to people living and working in Epsom & Ewell. The Financial and Wellbeing Support Service (FWSS) is delivered by Citizens Advice Epsom & Ewell (CAEE) for expert benefits and money advice, and by mental health charity Mary Frances Trust (MFT) for specialist wellbeing support.
If managing your finances is causing stress and anxiety or mental health challenges are impacting your ability to manage your finances, the threeyear project funded by The National Lottery Community Fund will provide a range of free services and resources to help residents to get help during this difficult time.
The aim of the project is to empower the client, and:
• Increase financial resilience and independence
• Improve overall mental and/or emotional wellbeing
• Reduce stress and anxiety
• Increase engagement with local community and reduce social isolation
• Be more informed about how to manage finances and wellbeing going forward.
Patrick Wolter, CEO, Mary Frances Trust, said: “With CAEE and MFT working so closely together, the client only has one point of contact to help them get the full support they need. We are thrilled to offer this free service to the residents of Epsom and Ewell.”
Lisa Davis, CEO, Citizens Advice Epsom & Ewell said: “So many people are feeling stressed about their financial situation, which leads to poor mental health. Or indeed suffering from poor mental health can lead to difficulty in coping with finances. This self-referral service is an integrated approach to support both of those situations.”
New Hires Increase Meadows & Co.’s Client Offerings
Hannah Bourke, a New Zealand qualified solicitor and barrister also joins us as a lawyer in the firm’s private client department. Hannah graduated from the University of Otago in New Zealand in 2020 with a BA majoring in Psychology and a LLB in Law. While studying, Hannah worked as a Law Clerk for a high-end boutique Law firm in Auckland focusing on Private Client and Residential Property Law, which is the position she took on permanently after graduation.
Bethany Fowler is the third of our new hires as a paralegal in our property department. Bethany has recently completed the SQE1 exams, and we look forward to working with Bethany as her career progresses.
Commenting on these multiple hires, Piers Meadows, the Managing Partner of Meadows & Co has said:- “We are delighted to welcome three new excellent lawyers to our team. Each professional brings their own talents, which we are sure our clients will benefit from.”
If you require any further information about the services Meadows & Co can offer to you or your business, please contact piersmeadows@meadows-legal.com or look at our website www.meadows-legal.com ■
How to access the service:
· If you need support to tackle both financial and emotional/mental wellbeing difficulties; and live in or around the Epsom & Ewell Borough and are 18+ years then please get in touch with either organisation (no need to contact both). No third party referral is required. Case Workers from CAEE and MFT will support you to improve your situation and emotional wellbeing via face-to-face, telephone or online appointments.
Mary Frances Trust: Email: fwss@maryfrancestrust.org.uk
Telephone / SMS: 07380 567708
Citizens Advice Epsom & Ewell Email: fwss@caee.org.uk
Tel: 01372 300421 www.caee.org.uk
A similar service called “Financial and Wellbeing Support Service – Surrey Heath” also exists for residents of Surrey Heath. It is part of the same project funded by The National Lottery Community Fund and delivered by partner organisations Citizens Advice Surrey Heath (money and benefit advice) and Catalyst Support (wellbeing support).
To find out more or access the Surrey Heath service, please contact either organisation directly:
Citizens Advice Surrey Heath Email: FWSS@ca-sh.org.uk
Tel/SMS: 07719 362300
Catalyst Email: fwss@catalystsupport.org.uk ■
8 | SURREYLAWYER NEWS
Hannah Bourke Bethany Fowler
SUPPORTING SURREY Financial Wellbeing Programme
The Surrey Law Society and Evelyn Partners are excited to offer a free 3-part webinar series designed to empower you on your financial journey. This programme is exclusively for Surrey Law Society members and subscribers to the Surrey Junior Lawyers Division mailing list.
What You'll Gain:
• Practical knowledge: Learn from financial experts about budgeting, saving, taxes, investments, and more.
• Confidence: Gain the tools and strategies to manage your money effectively and achieve your financial goals.
• Control: Take charge of your financial future by creating a personalised plan.
Why Attend:
Whether you're just starting your career or looking to take your finances to the next level, this programme is for you.
Financial Planning Foundation:
The first webinar in the series will examine a Financial Planning Foundation.
It will cover topics such as Budgeting & Saving Strategies, Debt Management & Credit Score Improvement, Decoding Payslips & Understanding Taxes, Building a Healthy Financial Mindset, Homeownership or other major financial milestone considerations and establishing the right mindset for a healthy financial future.
Why Attend?
In today’s fast-paced world, navigating your finances can feel like a daunting task. However, the decisions you make now can profoundly impact your financial future. By attending this webinar, you will:
• Gain Crucial Insights: Learn to manage your money effectively from the ground up. Understand how your income is taxed and take control of your spending. Develop a plan to pay off debt and build a strong credit score.
• Secure Your Future: Explore your options for achieving your financial goals.
• Empower Yourself: Don’t let financial uncertainty hold you back. Empower yourself with the knowledge and confidence needed to make informed financial decisions. Take charge of your finances. Cultivate positive financial habits for long-term success. To pave the way for a brighter tomorrow.
Join us for an informative and empowering webinar designed to set you on the path to financial success.
Strategic Financial Planning:
The second webinar in the series will examine Strategic Financial Planning.
It will cover topics such as Navigating Change, Analysing Your Current Financial Situation, Maximising Assets & Mitigating Risks, Retirement Savings Strategies, Tax-Efficient Saving & Investment Solutions, and Estate Planning.
Why Attend?
• Prepare for the Future: Create a personalised roadmap to achieve your financial goals.
• Optimise Your Financial Strategy: Gain clarity on your current financial standing and identify strategies to maximise your assets and mitigate risks.
• Expand Your Financial Toolbox: Learn how to make your money work harder for you through tax-efficient savings and investments.
• Protect Your Legacy: Protect your assets and your loved ones with a basic understanding of estate planning.
Join us for an informative and empowering webinar designed to empower you to make informed financial decisions and pursue the future you want.
Freedom Financial Planning:
The third webinar in the series will examine Freedom Financial Planning
As you plan for later life, mindful financial planning becomes paramount to ensure you can enjoy the lifestyle you want. Today and someday.
It will cover topics such as Defining Financial Freedom in later-life, Setting Retirement Goals, Optimising Pension Contributions, Balancing Investment Risk & Return and Creating a Sustainable Income Stream
Why Attend?
• Secure Your Financial Future: Define what financial freedom means to YOU in later-life. Set realistic and achievable retirement goals.
• Optimise Your Retirement Savings: Discover strategies for maximising your pension contributions and optimising your savings to ensure you have the financial resources needed to support your desired lifestyle. Today and Someday.
• Navigate Investment Decisions: Balancing time, risk and return becomes increasingly important as you approach retirement. Learn how to evaluate investment options, minimise risk exposure, and create a diversified portfolio that aligns with your goals.
• Create a Sustainable Retirement Income: Discover strategies to create a reliable income stream that will support you throughout your retirement years. From annuities to systematic withdrawals, discover the various options available and how to choose the right approach for your needs.
Join us to gain invaluable insights and practical guidance for navigating the complexities of later-life financial planning.
Don't miss this valuable opportunity to invest in your financial well-being. Register today!
www.surreylawsociety.org.uk
SURREYLAWYER | 9 NEWS
Unlock the Power of Knowledge with Surrey Law Society's 2024 Training Programme!
We are thrilled to share the Surrey Law Society's 2024 Training Programme, carefully planned to elevate your professional expertise and ensure that you are kept abreast of the latest developments and legislation. This year, we bring you a comprehensive variety of training opportunities, blending the familiar formats of webinars, online courses, and in-person sessions, as well as exciting new additions to the programme.
Introducing CSG Conferences! We are proud to announce the launch of CSG Conferences, a brand new initiative conducted in collaboration with the member societies of the County Societies Group. Our inaugural conferences include dedicated events on conveyancing and private client matters, promising invaluable insights and affordable training for all CSG members.
Free Webinars: Your Gateway to Knowledge! As part of our commitment to your professional growth, we are delighted to continue offering a series of free webinars exclusively for our members. These sessions represent extraordinary value, providing you with the latest insights and expertise, all included in your membership subscription.
Exclusive Member Benefits! We are also excited to offer exclusive member benefits that make SLS training even more affordable to Legal practitioners in Surrey:
1. Double the Learning, Half the Price: Book one SLS Training course in 2024 and receive a second one at half the price.
2. Firm Season Ticket – Full Year Discounts: Enhance your firm’s learning experience by booking four or more courses (online or in-person) and enjoy a 20% discount on those and any additional courses booked for nominated people within your firm within the same year.
Don't miss out on the chance to enhance your skills, expand your knowledge, and establish meaningful connections within the legal community, and be sure to book early to take advantage of the exclusive member discounts. ■
SLS Pricing
Webinars & Workshops (1 hour): including notes and a copy of the recording
• Member Fee: Free of Charge
• Non-Member Fee: £35+VAT
Online Courses (2 hours): including notes and a copy of the recording
• Member Fee: £60+VAT
• Non-Member Fee: £120+VAT
Courses (3 hours): including notes, refreshments and networking
• Member Fee: £95+VAT
• Non-Member Fee: £180+VAT
Social Events & Awards:
Details of fees will be announced with the invitations for each event. ■
Members Offers
Double the Learning, Half the Price: Book one SLS Training course in 2024 and receive a second one at half the price. .
Firm Season Ticket – Full Year Discounts: Enhance your firm’s learning experience by booking four or more courses (online or in-person) and enjoy a 20% discount on those and any additional courses booked for nominated people within your firm within the same year. ■
Please note that a 3% booking fee will be added to the cost of the ticket
10 | SURREYLAWYER TRAINING & EVENTS
SLS Training & Events Programme 2024
APRIL 2024
18.04.24 | 2.00 – 5.00pm | Course | Private Client
PRIVATE CLIENT UPDATE 2024
Speaker: Professor Lesley King
24.04.24 | 12.00 – 2.00pm | Online Course | Family FAMILY LAW UPDATE 2024
Speaker: Suzanne Kelly, Guildford Chambers
25.04.24 | 12.30 – 1.30pm | Webinar | Property
A GUIDE FOR CONVEYANCERS: NAVIGATING
PROPERTIES LET ON AN AIRBNB BASIS IN THE UK
Speaker: Elizabeth England, Five Paper
26.04.24 | 7.00 – 11.00pm | Event | Social
SAILING FOR A CURE: A LEGAL CHARITY EVENT
River Cruise on the Thames Departing from Kingston
MAY 2024
01.05.24 | 12.00-2.00pm | Online Course | Management
5 KEY PRINCIPLES TO HIGHLY PROFITABLE DELEGATION FOR LAW FIRM OWNERS AND PARTNERS
Speaker: Dan Warburton
02.05.24 | 12.30-1.30pm | Webinar | Financial SUPPORTING SURREY: FINANCIAL PLANNING FOUNDATION
Speaker: Alina Burlacu in collaboration with Evelyn Partners
08.05.24 | 12.00-2.00pm | Online Course | Probate STREAMLINING PROBATE: MINIMISING DELAYS AND MAXIMISING EFFICIENCY DURING WAIT TIMES
Jane Whitfield, Elite Law Solicitors
JUNE 2024
06.06.24 | 12.30 – 1.30pm | Webinar | Family RECOGNISING COERCIVE CONTROL: UNDERSTANDING
THE MECHANISMS OF ABUSE
Speaker: June Venters KC, Venters Solicitors
20.06.24 | 6.00 – 10.30pm | Event | Social PAST PRESIDENT’S CHAMPIONSHIP CUP
Venue: Daytona Sandown, Esher
26.06.24 | 12.00 – 2.00pm | Online Course | Property RESIDENTIAL CONVEYANCING UPDATE 2024
Speaker: David Keighley, Davidkeighley Training
27.06.24 | 12.00 – 2.00pm | Online Course | Family
PRIVATE CHILDREN LAW – EXPLORING SOME TRICKY ISSUES
Speaker: Stuart Barlow, Bhatia Best Solicitors
JULY 2024
03.07.24 | 12.00 – 2.00pm | Online Course | Private Client
MASTERING LONG-TERM CARE AND FUNDING
CHALLENGES: HOW TO DELIVER THE BEST ADVICE IN PRIVATE CLIENT PRACTICE
Speaker: Cate Searle, Martin Searle Solicitors
04.07.24 | 12.30-1.30pm | Webinar | Financial
SUPPORTING SURREY: STRATEGIC FINANCIAL PLANNING
Speaker: Alina Burlacu in collaboration with Evelyn Partners
SEPTEMBER 2024
05.09.24 | 12.30-1.30pm | Webinar | Financial
SUPPORTING SURREY: FREEDOM FINANCIAL PLANNING
Speaker: Alina Burlacu in collaboration with Evelyn Partners
12.09.24 | 12.30 – 1.30pm | Webinar | Property
UNDERSTANDING TENANT ALTERATIONS: LEGAL INSIGHTS AND RECENT CASE LAW FOR UK RESIDENTIAL CONVEYANCERS
Speaker: Tristan Salter, Five Paper
25.09.24 | 1.30 – 5.30pm | Online Conference | Private Client
CSG PRIVATE CLIENT CONFERENCE: PRIVATE CLIENT PERSPECTIVES 2024 - NAVIGATING LEGAL HORIZONS
OCTOBER 2024
03.10.24 | 6.30 – 11.30pm | Event | Social SLS LEGAL AWARDS 2024
Venue: G Live, Guildford
17.10.24 | 12.30 – 1.30pm | Webinar | Family NAVIGATING DIVORCE: CAPITAL GAINS TAX AND PENSIONS CONSIDERATIONS FOR FAMILY LAWYERS
Hannah McSorley, Guildford Chambers
NOVEMBER 2024
06.11.24 | 12.00 – 2.00pm | Online Course | Property RESIDENTIAL SDLT FOR CONVEYANCERS –A COMPREHENSIVE UPDATE
Speaker: Paul Clark, SDLT Trainers
13.11.24 | 12.00 – 1.30pm | Online Course | Private Client
13.11.24 | 12.00 – 1.30pm | Event | Social MAKE YOUR FILES BULLET PROOF FROM POSTDEATH CHALLENGES
Speaker: Kate Selway KC, Radcliffe Chambers
21.11.24 | 6.30 – 10.30pm | Event | Social SLS ANNUAL QUIZ AND PIZZA NIGHT
Venue: Rogues Bar, Guildford
27.11.24 | 6.00 – 8.00pm | Event | Social AGM AND SURREY LEGAL HORIZONS LECTURE
Venue: TBC
For more information on all Surrey Law Society Training & Events, please visit: www.surreylawsociety.org.uk
SURREYLAWYER | 11
TRAINING & EVENTS
On 22 February 2024, a new first-of-its-kind report by UK charity, the Centre for Crime and Justice Studies (CCJS), has been published with a landmark strategy to resolve a 21year state miscarriage of justice in UK prisons: Imprisonment for Public Protection (IPP).
Now recognised as infamous, IPP sentences were a form of indefinite prison sentence, described subsequently as the “single greatest stain” on the UK’s criminal justice system [1]. However, nearly 3,000 prisoners, many of whom are very low-level offenders, remain behind bars in prisons today. The reason is that, despite this controversial sentence being ‘abolished’ in 2012 following widespread concern over its implementation and psychological impact on inmates, this decision was non-retrospective and did not apply to those already in prison.
The new report – ‘How to resolve the IPP crisis for good’ –presents a five-point plan for resolving the tragedy once and for all and comes as momentum is building around proposed IPP amendments to the Victims & Prisoners Bill, currently making its way through the House of Lords.
The report presents clear measures designed to protect the most despairing prisoners, reduce numbers of IPPs unnecessarily filling prisons, and prevent future similar crises. It calls on the UK Government to:
1. Release the most distressed prisoners on compassionate grounds.
2. Launch a recovery and reparations programme alongside expanded mental health and social support.
3. Ease restrictions for over tariff IPP prisoners.
4. Commit to review all forms of preventative detention.
5. Complete a review of resentencing for all IPPs, effective immediately.
The CCJS emphasises that this plan could not only resolve a national scandal – which has destroyed the lives of thousands; unnecessarily filled prisons; cost taxpayers billions and breached British values and standards of law – but also make a crucial step on a pathway to ending the UK prison capacity crisis.
With almost 3,000 IPPs in prison today – equivalent to four average-sized UK prisons – expediting the release of over-tariff and distressed prisoners will have a large and immediate impact on reducing pressure on UK prisons, currently at 98% capacity according to latest official figures, and reportedly set to run out of spaces by spring 2024 [2]. Ambitious IPP reforms should also prevent alternative expensive and contentious proposals to ease capacity pressures, such as renting prison places for UK prisoners overseas, as far away as Estonia [3].
Improving conditions and mental health support, also recommended in the report, would be expected to slow the rate of self-harm and suicide among IPPs. According to IPP campaign organisation, UNGRIPP, 90 people given IPPs have committed suicide in prison between 2005 and the end of 2023, with the total number feared much higher due to the difficulty of recording
New firstof-its-kind report presents pathway to ending UK prisons crisis
deaths of IPPs on licence in the community [4]. With a reported 19 in just the past two years (over 20% of the all-time total reported), this number is accelerating fast [5].
The report also comprises a comprehensive analysis of reforms made by successive UK governments, judging these as piecemeal, unambitious, and ineffective, including the Government’s ‘misnamed and underpowered’ IPP Action Plan, released in April 2023. Furthermore, it argues that recent Government-proposed changes to IPP licence periods – bringing automatic licence termination down from ten years to five years following release – will not solve the crisis, due to the high proportion of recalls occurring within the first five years. Licence period changes also do nothing to expedite the release of the 2,852 IPP prisoners currently behind bars, 1,227 of whom have never been released.
Additional analysis in the report, based on a prior collaboration with data analysis consultancy, Justice Episteme, projects future IPP populations. Based on long-term trends, the analysis shows that over 1,000 IPP prisoners will still be in prison in 2030. At this point, it will be 18 years since these prisoners’ sentence was ‘abolished’.
Justice Secretary, Alex Chalk, is coming under increasing pressure to look at IPP ‘resentencing options’ as the House of Lords is set to debate a series of amendments to the Victims & Prisoners Bill on 12 March 2024, including an amendment, proposed by Baroness Fox of Buckley, which would commit the Government to resentencing IPPs.
Richard Garside, Director of the Centre for Crime and Justice Studies, commented: “This really is a scandalous situation. The current IPP ‘Action Plan’ remains tied to an outdated and discredited approach to IPP. Something has to change, otherwise we will be sat here again, in another 12 years’ time since these ‘indefinite’ sentences were abolished, with this deadly crisis still going. After 21 years, at least 90 lives lost, and hundreds of families broken, surely it is time for the Government to grasp the nettle and take decisive action. I urge the Government to adopt our recommendations without delay, to end the political inertia that has allowed this stain on the British justice system to persist for over 20 years.”
Publication of the CCJS’s report comes as a petition calling for IPP prisoners to be resentenced, launched by IPP campaigners in January 2024, has already attracted over 10,000 votes. To sign this petition, visit: Provide for resentencing for everyone serving an indeterminate prison sentence ■
Press Release End Notes
[1] Lord Brown of Eaton-Under-Heywood, Chief Justice of the Supreme Court 2009-2012
[2] Prison population figures: 2024 – Weekly 2 February 2024; ‘Prisons to run out of space by spring’
[3] British prisoners face serving time abroad to ease pressure on jails
[4] UNGRIPP
[5] Prisons & Probation Ombudsman (2022); UNGRIPP (2023)
12 | SURREYLAWYER ARTICLE
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SURREYLAWYER | 13 ADVERTISING FEATURE
is a limited-time offer. Proof of contract is required to qualify for the discount. T&Cs apply. To learn more, visit the website, Clio.com/uk/breakfree or scan the QR code to learn more. ■
If you or your firm are acting as executor or administrator for a deceased client’s estate, you will be aware that unoccupied property insurance will be needed if the property is to be left unoccupied as normal home insurance may be invalid.
This specialised cover is designed to meet the unique requirements of estates in probate, ensuring that the property is protected throughout the process.
We understand the emotional and logistical challenges associated with managing properties in probate, so our Unoccupied Property Insurance is specifically designed to offer extensive protection with minimal hassle. Let’s highlight the core features that make this policy a standout option for probate situations.
Firstly, the application process is really easy. We only ask for the essential information, making it quick and straightforward. And if your clients need a quote quickly, we can offer same-day quotes if requested from Monday to Friday before 4pm, – we know how important it is to get things moving fast in these situations.
Another thing our clients love is that there's no need for property inspections. We want to keep things as easy as possible for everyone involved. And speaking of flexibility, our coverage durations are pretty versatile. Whether it's for 3, 6, 9, or even 12
Unoccupied Property Insurance for ProbateA great solution for your clients from LawSure Insurance Brokers
months, we've got options to suit different needs (the 9 and 12 month options also offer pro-rata refunds if the property is sold before the insurance expires.)
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Probate and estate distribution can be a complex process, and we're here to simplify at least one part of it. If you have any questions or want to discuss this further, we’re just an email or phone call away.
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Law Firm Survey 2024
This year marks the 30th anniversary of the Evelyn Partners annual Law Firm Survey, in collaboration with the Lawyer. The survey helps to determine the biggest factors affecting the legal profession over the coming twelve months.
In last year’s survey we explored some of the adjustments the legal sector has had to make in response to some major challenges over the past decade, from Brexit to COVID-19, to ensure it re-emerged with confidence and resilience.
The survey will open on 8th April 2024. Responses are anonymous and the survey should take around 10 minutes to complete. The results of the survey will be available on the Evelyn Partners website in early September 2024. Don't miss the opportunity to have your say.
Complete the survey from 8th April using the QR code below to be a part of this year’s results.
14 | SURREYLAWYER ARTICLE
Solicitor firms invited to boost business and give back to charity in 2024 Will Aid campaign
Now’s the time for solicitor firms to sign up to participate in this year’s Will Aid campaign – which brings a host of opportunities including attracting new clients, boosting your reach and helping seven of the UK’s best-loved charities too.
Will Aid is an annual charity Will-writing scheme that sees hundreds of solicitors donate time in the month of November to write basic Wills. Instead of charging their usual fee for writing basic wills, solicitors invite clients to make an upfront donation to Will Aid with the donations benefiting the Will Aid partner charities.
It has been running since 1988 and has encouraged more than 350,000 people to write their Will with a regulated and insured solicitor and, in so doing has raised more than £24 million in donations, and many millions more in pledged legacies.
Boost to business
Helping others and supporting the local community is one of the main reasons why law firms sign up to take part in Will Aid each year.
But there are a whole host of business benefits to being part of Will Aid – such as meeting new clients, boosting staff morale, and raising your solicitors’ local profile.
In 2023, there were 323 mentions of Will Aid in local and national press, on TV and radio, and in online publications – giving amazing exposure to those firms who helped people gain peace of mind by getting a Will professionally drawn up, while supporting charities as well.
Attracting new clients
There are always more people wanting to participate in Will Aid than there are available appointments, and as well as faceto-face sessions, firms can also offer remote appointments –meaning Will Aid is an effective way to widen the client network.
And the Will Aid team make it easy for you to take part. There is an easy-to-use and fully secure online dashboard to help solicitors keep track of where they are with each enquiry, and it’s up to firms to decide how many Will Aid instructions they take.
Helping people at home and beyond
Lauren Smith, from Sheffield and Doncaster-based Taylor Bracewell, said the firm has been part of the Will Aid scheme for more than 10 years and found the process straightforward and worthwhile, attracting hundreds of clients a year.
"Taking part in Will Aid says that your firm has the interests of people right at its heart,” she said.
“Whether that’s clients who want to put their affairs in order and provide for their loved ones with a professionally written Will, or those people who depend on the support of some of the UK’s best-loved charities.
“Our involvement with Will Aid sent out that powerful message, and it was heard loud and clear. We attracted almost 300 new clients in 2023 as a result.
"The number of Wills you choose to write is up to you, so you always feel in complete control of your workload and calendar. I was surprised how easy it was to inform the Will Aid team that we were at capacity.
“In fact, they were incredibly helpful in supporting us every step of the way – whether that was helping us keep track of enquiries through their secure online dashboard or sharing PR materials with us to help us promote our involvement."
A golden opportunity
Will Aid Campaign Director Peter de Vena Franks added: “We are always looking for firms to come on board to help fulfil enquires as appointments for Will Aid get booked up extremely quickly, and each year, we receive far more demand than we can fulfil.
"Participating solicitors regularly see Will Aid clients return for additional services and have even been highlighted in the national and regional press for their incredible work.
“We encourage solicitor firms, new or returning, to sign up to Will Aid 2024 and use this opportunity to support some of the UK’s best-loved charities, all while welcoming new clients and boosting the profile of your business.
“Participating in Will Aid is simple and beneficial for all involved. If your firm has any questions before registering for this year, please do not hesitate to get in touch via our website, one of our team members will be more than happy to assist.”
Top tips
• When you take part in Will Aid, the number of new clients you take on is completely up to you.
• Just let the Will Aid team know when you are fully booked, and they will take you off the list.
• You can also choose to be on our remote list and reach clients all over the country. Listing your firm on the remote list gives prospective Will makers the chance to find and contact you, no matter where in the UK you’re based, so you can grow your client base even further.
• We have a secure online dashboard to help you keep track of where you are with each of your enquiries, as well as PR materials to help you promote your involvement with Will Aid.
Ready to win some new clients and change lives for the better?
To take part in Will Aid, follow these simple steps: Call the Will Aid team on 0300 0300 013 or visit willaid.org.uk/register ■
SURREYLAWYER | 15 ARTICLE
Thursday 3rd October 2024 –
Nominations are Now Open
The Surrey Law Society is delighted to announce the opening of nominations for the highly anticipated SLS Legal Awards 2024. This annual event serves as a platform to recognise and celebrate the exceptional achievements within Surrey’s legal community, highlighting the talent, dedication, and innovation that define the legal profession across the county.
With an increased lineup of 14 categories, this year’s awards offer a comprehensive reflection of the diverse contributions across the Surrey Law Society membership. Noteworthy among these categories is the revamped Law Firm of the Year Award, now divided into two distinct sections to ensure equitable representation for firms of all sizes. Whether a small to midsize practice with under 20 fee earners or a larger entity, we eagerly anticipate submissions from firms across the board, keen to spotlight the excellence driving our profession forward.
Adding to the excitement are two new categories: the Client Care Award and the Access to the Profession Award. These additions underscore the Society’s commitment to recognising not only legal excellence
1. Law Firm of the Year (20 Fee Earners and Over)
Why does your firm stand out? This award should demonstrate your winning formula and highlight significant progress in the last 12 months. Judges seek evidence of excellence, including:
• Reputation and Public Profile: Showcase notable achievements, cases, and industry impact.
• Holistic Legal Services Approach: Outline a comprehensive strategy covering client relations, innovation, and community engagement.
• Exemplary Client Care: Provide testimonials and strategies for client satisfaction.
• Diversity and Inclusion Commitment: Showcase initiatives and achievements promoting diversity and inclusion.
• Effective Management and Staff Performance: Demonstrate management's role in achieving outstanding results and provide evidence of staff achievements.
• Strong Staff Engagement and Training: Outline staff engagement and innovative training programmes.
• Exemplary Teamwork: Provide examples of successful collaboration.
• Engaging CSR Programmes: Showcase projects with a positive impact on the community and environment.
• Culture of Innovation: Highlight how your firm embraces technology and innovation.
• Deep Expertise in Practice Areas: Showcase specialised knowledge and achievements. Nominee firms will be able to demonstrate a clear vision for their business and how that is being achieved. Evidence of excellence might include testimonials, accreditations, awards and the sharing of results.
This category is open to firms who are within the membership categories 5 and 6 only.
but also the vital aspects of client service and inclusivity within the profession. We are also pleased to be running all our usual favourite categories, including the Employer of the Year, Lifetime Achievement Award, Team of the Year, and Junior Lawyer of the Year; details of all the Awards and their criteria can be found below.
As the deadline for submissions approaches on 26 April 2024, members are encouraged to participate, nominating deserving candidates and showcasing the outstanding work shaping our profession. Nomination forms are available on the Surrey Law Society’s website, and further details on the awards can be found at https://awards.surreylawsociety.org.uk.
Save the date for the pinnacle event of Surrey’s legal calendar: the SLS Legal Awards ceremony, set to take place on Thursday,3 October 2024, at G Live in Guildford. Join us as we honour the remarkable achievements of the Surrey Law Society membership.
2. Law Firm of the Year (Under 20 Fee Earners)
Why does your smaller firm stand out? This award showcases your winning formula and highlights significant progress in the last 12 months. Judges seek evidence of excellence, including:
• Distinctive Reputation and Profile: Showcase achievements, cases, and impact on a smaller scale.
• Comprehensive Legal Services Approach: Outline a strategy covering client relations, innovation, and community engagement.
• Exceptional Client Care: Provide testimonials and strategies demonstrating personalised client satisfaction.
• Diversity and Inclusion Commitment: Showcase initiatives and achievements promoting diversity and inclusion.
• Effective Management and Staff Performance: Demonstrate management's role in achieving outstanding results for your team; provide evidence of staff achievements and impact.
• Engaged Staff and Training: Outline staff engagement and any unique training programmes.
• Collaborative Teamwork: Provide examples of successful collaboration
• Impactful CSR Programmes: Showcase community and environmental initiatives with a meaningful impact considering your firm's size.
• Innovation: Highlight how your firm innovates within the market.
• Expertise in Niche Practice Areas: Showcase specialised knowledge and achievements, emphasising the uniqueness of your firm.
Nominee firms will be able to demonstrate a clear vision for their business and how that is being achieved. Evidence of excellence might include testimonials, accreditations, awards and the sharing of results.
This category is open to firms who are within the membership categories 5 and 6 only.
SLS AWARDS 2024 16 | SURREYLAWYER
3. Lawyer of the Year
This prestigious award recognises a lawyer who excels in professional practice and community impact. Judges seek candidates who demonstrate qualities such as:
• Client-Centric Excellence: Genuine client interest and evidence of going the extra mile.
• Colleague Inspiration: Positive impact on colleagues with support and mentorship.
• Community Commitment: Active engagement in CSR and community improvement.
• Exceptional Performance: Goes "above and beyond" in client care and satisfaction.
• Continuous Growth: Demonstrates commitment to personal and professional development.
• Team Leadership: Strong leadership and teamwork skills for exceptional results.
• Empathy and Respect: Displays empathy and professional respect in all interactions.
• Effective Management: Evidence of strategic decision-making and organisational impact.
Entrants are assessed holistically for excellence in client care, CSR, development, teamwork, leadership, empathy, and respect.
5. Employer of the Year
This important award offers an exceptional opportunity for public recognition within the region as a distinguished employer of choice, acknowledged for fostering an environment where individuals aspire to work. The judging panel will be evaluating evidence demonstrating your commitment to cultivating an outstanding workplace and ensuring high levels of employee engagement, they expect to see clear policies, commitments and best practice in:
• Positive Culture: Showcase initiatives that contribute to a supportive and positive workplace culture.
• Leadership Excellence: Demonstrate strong leadership marked by trust, empowerment, and engagement at all levels.
• Employee Growth and Recognition: Highlight practices that challenge employees, fostering growth, and emphasise recognition and rewards.
• Fair Treatment: Illustrate employee sentiments regarding fairness and equitable treatment.
• Comprehensive Benefits: Showcase a package of employee benefits promoting overall wellbeing.
• Training and Development: Outline strategies for employee training and development.
• Wellbeing Focus: Highlight policies emphasising the organisation's commitment to employee wellbeing.
Applicants are encouraged to provide concrete examples, measurable outcomes, and testimonials that illustrate the impact of their initiatives on the workplace and employees' experiences
7. Family Law Team of the Year
The Family Law Team of the Year Award recognises a team that has significantly contributed to the field of family law through their exceptional practice. The winning team must showcase excellence in family law services, and the judging panel will evaluate key areas including the following:
• Outstanding Legal Services: Demonstrate an exceptional quality of legal services for clients, supported by testimonials and evidence of going above and beyond.
• Teamwork Excellence: Highlight excellent teamwork within the family law team and across the firm. Identify the most crucial factor contributing to the team's success.
• Collaborative Approach: Showcase a collaborative approach with external lawyers and/or other professionals in the field.
• Innovation Commitment: Demonstrate a commitment to innovation in the practice of family law, either within the firm or contributing to sector-wide advancements.
• S uccess in Complex Cases: Provide evidence of success in handling a particularly complex case with significant outcomes. Explain the major impact on both the team and the client.
Nominations will be accepted from a team of solicitors or a group of legal professionals acting within the practice of family law.
Applicants are encouraged to present a compelling narrative, including specific case examples, testimonials, and collaborative efforts that highlight their team's outstanding contributions to the field of family law.
4. Client Experience Award
Client Experience holds significant importance in the legal profession, serving as a crucial differentiator in winning and retaining both private and commercial clients. This award recognises outstanding achievements in delivering a client-centric approach, creating positive and memorable experiences, and ensuring client satisfaction that goes beyond.
Nominees should exemplify excellence in criteria such as the following:
• Client-Centric Approach: Tailored strategies to address individual client needs.
• Communication and Transparency: Clear and open communication channels and transparent fee structures.
• Accessibility and Responsiveness: Timely and accessible legal professionals.
• Innovative Technology and Processes: Use of technology for enhanced client experience.
• Continuous Improvement and Feedback: Responsive to client feedback for continuous improvement.
• Ethical and Professional Conduct: Adherence to high ethical standards and professionalism.
• Client Retention and Referrals: High client retention and positive referrals.
• Community Engagement and Social Responsibility: Involvement in community initiatives and/or pro bono work.
• Innovative Client Events and Services: Creative events or services enhancing client experience. Applicants are encouraged to provide evidence showcasing their commitment to these criteria, and the judging panel will assess nominations based on their exceptional contributions to delivering a superior client experience.
6. Equality and Diversity Champion
This distinguished award acknowledges an individual, team, or firm that has made a substantial and lasting contribution to advancing diversity within the legal profession over the past three years. The focus is on highlighting exemplary leadership and best practices demonstrated through the tangible impact of their efforts. Open to individuals, teams, or firms, this category seeks nominees who have excelled in fostering diversity and inclusion.
Key Evaluation Points include:
• Leadership in Diversity: Demonstrate leadership in advancing diversity and inclusion.
• Impactful Practices: Provide evidence of innovative and impactful diversity initiatives.
• Measurable Impact: Showcase measurable outcomes and meaningful impact.
• Future Vision: Outline a clear vision for future diversity and inclusion efforts.
• Collaborative Efforts: Showcase any collaboration with stakeholders for diversity promotion.
Applicants should present a concise narrative supported by data and testimonials, emphasising sustained commitment, innovation, and results.
8. Junior Lawyer of the Year
This award celebrates an exceptional standard of work and great dedication to the role of a junior lawyer. The judges are looking for a lawyer who is excelling in their role or making a significant contribution to voluntary or pro-bono schemes.
The winner will be going beyond what is expected of a junior lawyer and bringing insight, flair, imagination and hard work to everything they do. Initiatives may include:
• Establishing Profitable Streams: Setting up new and profitable income streams for the firm or organisation.
• Groundbreaking Practice Leadership: Leading in a groundbreaking area of legal practice.
• Impactful Legal Advocacy: Leading on a case that has resulted in a change in the law.
• Recognised Expertise: Being considered an expert in their practice area by fellow professionals. The judges will seek evidence of:
• Legal Service Contribution: A significant contribution to legal services demonstrated through their work as a junior lawyer.
• Social or Commercial Impact: Positive impact, either socially or commercially, resulting from their actions.
• Creativity and Hard Work: Consistent demonstration of creativity and hard work in their role.
Definition of Junior Lawyer: The Law Society defines a junior lawyer as solicitor apprentices, LPC students, LPC graduates (including those working as paralegals), trainee solicitors, and solicitors with up to five years of post-qualification experience.
Applicants are encouraged to provide compelling examples and testimonials showcasing their contributions and impact.
SLS AWARDS 2024 SURREYLAWYER | 17
9. Lifetime Achievement Award
The Lifetime Achievement Award honours an individual who, in the Judges' perspective, has made an extraordinary contribution to enhancing the reputation of solicitors throughout their distinguished career in Surrey. While entries may encompass a range of criteria, candidates for this award embody the highest standards of integrity within the legal profession.
Key Criteria include:
• Collegial Respect: The nominee should command the ultimate respect of their colleagues within the legal community.
• Client Dedication: Demonstrated absolute dedication to clients throughout their career, reflecting a commitment to the highest level of service.
• Leadership Excellence: The nominee should be a recognised leader in their area of legal practice, setting a standard for professional excellence.
• Mentorship Legacy: A demonstrable record of being a mentor to colleagues, sharing knowledge and guidance with those they have worked alongside.
• Commitment to the Rule of Law: An unwavering commitment to upholding and promoting the Rule of Law throughout their career.
• Consummate Professionalism: Exemplify the qualities of a consummate professional, maintaining the highest ethical standards and conduct.
• Standing Out: The nominee should stand out from the crowd, demonstrating uniqueness and distinction in their contributions to the legal profession.
Nominees for this prestigious award are expected to have left an indelible mark on the legal landscape, serving as a beacon of excellence, integrity, and leadership throughout their illustrious career.
11. Property Law Team of the Year
The Property Law Team of the Year award recognises the top property law/conveyancing teams in the county, showcasing excellence in property law practice. The judging panel will evaluate teams based on the following key criteria:
• Outstanding Legal Services: Demonstrate an exceptional quality of legal services for clients, supported by testimonials and evidence of going the extra mile in service delivery.
• Teamwork Excellence: Showcase excellent teamwork within the property law/conveyancing team and across the firm. Isolate the most crucial factor that has contributed to the team's success over the qualifying period.
• Collaborative Approach: Highlight a collaborative approach with external lawyers and/or other professionals in the property law sector.
• Innovation Commitment: Demonstrate a commitment to innovation in the practice of property law, either within the firm or contributing to sector-wide advancements.
• Success in Complex Cases: Provide evidence of success in handling a particularly complex case with significant outcomes. Explain the major impact on both the team and the client. Nominations are accepted from a team of solicitors or a group of legal professionals actively practising within the property law/conveyancing domain. Entries are welcome from both commercial and residential property lawyers and specialists in landlord and tenant matters.
Applicants are encouraged to present a compelling narrative, including specific case examples, testimonials, and collaborative efforts that highlight their team's outstanding contributions to the field of property law and conveyancing.
13. Team of the Year
The Team of the Year Award welcomes entries from private practice law firms and in-house legal departments in commerce or public service. Recognising the essential role of great teamwork in modern legal practice, this award seeks to honour teams that demonstrate a culture of collaboration and excellence.
Key Entry Components include:
• Team Purpose and Formation: Clearly articulate the purpose behind the team's formation and its overarching objectives.
• Objective Achievement Strategies: Outline the strategies employed by the team to set and achieve objectives effectively.
• Team Motivation: Detail how the team is motivated, emphasising key factors that contribute to a positive and high-performance team culture.
• Highlights from the Last Year: Showcase notable achievements, milestones, or projects from the past year that exemplify the team's excellence.
Additional Emphasis:
• Excellence in Service Delivery: Demonstrate how the team, through effective collaboration, has achieved excellence in the delivery of legal services.
• Community Contribution: Illustrate any significant contributions the team has made to the community, showcasing a commitment to social responsibility.
• Client Perception of Teamwork: Provide evidence of client perception regarding the team's effectiveness and collaborative efforts.
• Activities 'Beyond the Call of Duty': Highlight instances where the team has gone above and beyond expectations in fulfilling its responsibilities.
This award celebrates not only the achievements but also the collaborative spirit and impact that exceptional teamwork has on service delivery, community engagement, and client satisfaction.
10. Private Client Team of the Year
The Private Client Team of the Year award acknowledges the top private client teams in the county, recognising excellence in private client practice. The judging panel will evaluate teams based on the following key criteria:
• Outstanding Legal Services: Demonstrate an exceptional quality of legal services for clients, supported by testimonials and evidence of going above and beyond expectations.
• Teamwork Excellence: Showcase excellent teamwork within the private client team and across the firm. Identify the most crucial factor contributing to the team's success.
• Collaborative Approach: Highlight a collaborative approach with external lawyers and/or other professionals in the private client sector.
• Innovation Commitment: Demonstrate a commitment to innovation in the practice of private client law, either within the firm or contributing to sector-wide advancements.
• Success in Complex Cases: Provide evidence of success in handling a particularly complex case with significant outcomes. Explain the major impact on both the team and the client.
Nominations are accepted from a team of solicitors or a group of legal professionals actively practising within the private client law domain.
Applicants are encouraged to present a compelling narrative, including specific case examples, testimonials, and collaborative efforts that highlight their team's outstanding contributions to the field of private client law.
12. Support Team Member of the Year
The Support Team Member of the Year Award invites nominations from colleagues or clients for outstanding paralegals, secretaries, cashiers, apprentices, and other dedicated professionals supporting Surrey Law Society members.
Key Evaluation Points include:
• Special Contributions: Nominations should highlight how the support team member has made a distinctive and valuable contribution to their organisation or specific clients.
• Dedication and Motivation: Emphasise the nominee’s dedication and motivation that goes above and beyond the call of duty, showcasing a commitment to excellence.
• Efficiency Improvements: The Judges will particularly note activities that have significantly improved the organisation's efficiency, enhancing its reputation, and/or contributing to the positive perception of the legal profession.
• Reputation Enhancement: Showcase specific examples of how the support team member has contributed to enhancing the organisation's reputation and, by extension, the reputation of the legal profession.
This award recognises and celebrates the unsung heroes who play a pivotal role in the success of legal practices, acknowledging their dedication, motivation, and the tangible impact they make on organisational efficiency and professional reputation.
14. Access to the Profession Award
The Access to the Profession Award, introduced by the Surrey Law Society in 2024, aims to acknowledge the member who demonstrates outstanding commitment to facilitating work experience placements through the Pay it Back Scheme in 2024. This award recognises individuals who go above and beyond in creating opportunities for aspiring legal professionals. The criteria for this award include:
• Placements Quantity and Quality: Facilitation of enriching work experience opportunities.
• Diversity and Inclusivity: Commitment to diverse and inclusive work experience opportunities.
• Mentorship and Guidance: Providing mentorship and guidance to enhance professional development.
• Advocacy for Accessibility: Advocacy for increased access to work experience in the legal field.
• Positive Impact on Participants: Demonstrated positive impact on participants' skills and career aspirations.
• Promotion of the Pay it Back Scheme: Active promotion and advocacy within the legal community. Applicants are encouraged to provide specific examples and evidence of their exceptional contributions, and the judging panel will evaluate based on the nominee's significant impact in increasing accessibility to the legal profession through work experience opportunities.
18 | SURREYLAWYER
SLS AWARDS 2024
Experience Thrills and Skill at
The Surrey Law Society Past President’s Championship Cup!
Location: Daytona, Sandown Park, More Lane, Esher, Surrey KT10 8AN Date: 6pm – 10pm, Thursday 20th June 2024
Join us at Surrey’s premier karting venue for an excellent racing experience, featuring:
• 1.5 Hour Endurance Race: See which law firm will outmanoeuvre the competition and take home the coveted trophy.
• Podium Presentation: Celebrate with the winners as they claim their rightful place on the podium.
• Unlimited Soft Drinks: Stay refreshed throughout the event with unlimited soft drinks.
• Delicious Stone-Baked Pizzas: Fuel up with mouthwatering pizzas to keep your energy high.
• Alcoholic Celebratory Beverage: Raise a toast to the champions with a complimentary alcoholic beverage.
• Networking Opportunities: Connect with fellow attendees in an atmosphere that’s as thrilling as the race itself.
Booking Opening Soon!
Don’t miss your chance to be part of this exhilarating event. Whether you’re a driver or a spectator, tickets include catering, soft drinks, and an alcoholic celebratory drink. For drivers, tickets also include all necessary race gear and laptime printouts.
Mark your calendars and get ready to witness the speed, skill, and spirit of the Surrey Law Society Past President’s Championship Cup!
For more information and updates, visit https://surreylawsociety.org.uk/training_events/past-presidents-championshipcup-2/ or contact elouise.enright@surreylawsociety.org.uk
SURREYLAWYER | 19 EVENTS
Council Member’s Report
BY SUSHILA ABRAHAM
As I write this report I hope we step into Spring with some sunshine in the air.
We have all seen the Spring budget and the Law Society had submitted recommendations to the government on how the Spring budget could be used to maximise the economic value of legal services. A number of matters affect the profession and we have to be prepared. There will be the digitising of jury bundles, the family courts to offer online targeted guidance and earlier legal advice to shorten wait times and support families through noncourt dispute resolution. There are also plans to introduce a new online information and guidance tool to support earlier resolution of family disputes and divert cases away from the family courts. The expanding of Legal Aid to encompass early legal advice in private family law proceedings for parties considering an application to the family court for childcare arrangements.
There will also be support for small businesses to develop AI skills of the future, which will complement the SME Digital Adoption Taskforce that is due to launch soon. There are also initiatives within the property sphere, aimed at boosting long-term rentals, streamlining inheritance tax procedures, and refining housing investment strategies. Concerns have been raised about the new Transaction Forms (TA6) in conveyancing and it is back on the drawing table to be looked into carefully. There is a lot to look out for and when I have more information from the Law Society I will let you know.
One important matter which I would request that you respond to is the consultation on the Increase in our Practising Certificate fees. It is vital that you take part and do respond. Here is the link : https://lawsociety.questionpro.eu/a/ TakeSurvey?tt=DBiuUA5lu8bJb8sqNRKrDw%3D%3D
As to the matter relating to 60 Carey Street, whether we should retain it and develop it, or sell it, the Council overwhelmingly voted for Carey Street to be retained and developed to make it accessible and to be used for the benefit of our members.
If there are any further matters that you would like to speak to me about then please do not hesitate to contact me and I will also be happy to take matters to the Law Society.
I would once again request that if you have not updated your details on MyLS then please do it and if you have not registered on MyLS then please do register in order to receive updates etc.
I am here if you have any issues that you wish to discuss with me and would like me to take to the Law Society. ■
Sushila Abraham
Law Society Council Member for Surrey
20 | SURREYLAWYER REPORT
Sushila Abraham
Residential Conveyancing:
What does the future hold for 2024?
The latest market research from Landmark includes data collected from conveyancers and homemakers to understand the residential property market as it stands and how you can look to the future.
In Landmark’s latest residential market research, over 100 residential property professionals, along with 500 home movers, shared their thoughts to help us to understand what the future holds for the industry.
Read the report to discover your colleagues and client’s views on:
• The biggest impacts on conveyancing’s future success
• The benefits of receiving data insights on a property and its location
• Frustrations with the transactional process
• The impact of recent legislative changes
• Digital transformation
• Net zero and climate change.
Landmark has a unique view on the UK property market, with a wealth of datasets across the industry. Regularly conducting indepth surveys, such as this one, for deeper insights.
An uncertain market
Times have been tough for conveyancers. Each year, it seems, there are additional responsibilities for fee earners to master and extra pressures to assimilate.
Landmark data reveals that the average time from instruction to completion takes 77% longer than it did in 2007. At the same time, most law firms would probably say the work their conveyancers carry out on each transaction has doubled over the past 16 years. Yet fees have not.
No wonder 80% of residential property lawyers and conveyancers are concerned about the negative effect the current economic climate, interest rates and the cost of living are having on the property market.
But is there also reason for optimism?
Insight as a platform for improvement
Our recent market research gives us invaluable insights into the residential property market. It shows us what’s currently of concern to conveyancers and where they see future opportunities to help drive the success and profitability of their businesses.
It also places a revealing lens on home movers’ perspectives –their expectations, thoughts on the industry, and views on what can be done to improve the home-buying experience.
Certainty in short supply
This year, we spoke to 100 residential property solicitors and conveyancers. Each will have their own individual concerns and priorities, but what jumps out at me is how much the sector as a whole is having to grapple with a lack of certainty, whether that’s chain instability or debates around who should provide customers with certain types of information. For instance, 72% are concerned about the impact protracted transaction timescales are having on chain certainty.
To view the whole report, please visit: https://www.landmark. co.uk/news-insights/industry-reports/residential-conveyancingwhat-does-the-future-hold-for-2024/ ■
SURREYLAWYER | 21 ARTICLE
Public Affairs Update: The Law Society of England and Wales
The Law Society’s public affairs and campaigns team is at the heart of our work influencing the government, parliament, and key stakeholders in the UK. We are pleased to provide the following update on the latest developments.)
Spring Budget
The Chancellor of the Exchequer, Jeremy Hunt, presented the government’s Spring Budget to Parliament on Wednesday 6 March 2024 which made plans to address inflation and grow the economy. The Law Society submitted recommendations to the government on how the spring budget could be used to maximise the economic value of legal services.
Most of the measures included in the budget had been previously leaked or speculated, leading to analysis that there might be another fiscal announcement before the next general election. Hunt stated that due to the government’s emphasis on fiscal responsibility, “permanent cuts in taxation” could be implemented.
The chancellor followed through on these rumours by cutting employee national insurance contributions by 2% from 10% to 8% and self-employed national insurance contributions to 6%.
On justice, the government committed £170million to deliver what it calls “a justice system fit for the modern era”. This includes several investments into different aspects of the system. Firstly, £12million is being invested in expanding legal aid to encompass early legal advice in private family law proceedings for parties considering an application to the family court for childcare arrangements. The government also committed to investing £10million into the Crown Prosecution Service (CPS) to digitise jury bundles in the criminal courts, reducing paper wastage and unnecessary trial delays. Meanwhile, £55 million is being channelled into family courts to offer online targeted guidance and earlier legal advice to shorten wait times and support families through non-court dispute resolution.
There are also plans to introduce a new online information and guidance tool to support earlier resolution of family disputes and divert cases away from the family courts, where appropriate. The
tool will help families navigate the range of options available by suggesting suitable interventions based on need and provide early legal advice. Lastly, the government wants to improve the experiences of the courts for victims and survivors of domestic abuse through the Private Law Pathfinder Pilot. This scheme will identify needs earlier and provide specialist support to victims and survivors of domestic abuse.
Elsewhere, the chancellor announced measures to strengthen the regulatory framework for the tax advice market and plans to increase the Economic Crime Levy from £250,000 to £500,000.
A £7.4 million upskilling fund pilot was announced to support small businesses develop AI skills of the future, which will complement the SME Digital Adoption Taskforce that is due to launch soon. The pilot has a focus on professional services with less than 260 employees, and we would encourage our members who fall within this category to consider participating and express their interest in the pilot. The government is also extending the Recovery Loan Scheme, which offers a 70% government guarantee on loans to SMEs of up to £2 million in Great Britain and £1 million in Northern Ireland, to the end of March 2026. The government also announced an extension to the full expensing scheme with extra targeted support for small businesses.
The government also announced initiatives within the property sphere, aimed at boosting long-term rentals, streamlining inheritance tax procedures, and refining housing investment strategies. To encourage landlords to sell properties, the government is reducing the higher rate of capital gains tax from 28% to 24%, with hopes that this will increase availability for buyers, especially first-time homeowners. From 1 April 2024, personal representatives of estates will no longer need commercial loans to pay inheritance tax before probate, easing financial burdens and hopefully expediating the process. Lastly, the Government is abolishing the Multiple Dwellings Relief after evidence that the scheme has not had the desired effect of boosting private housing investment.
22 | SURREYLAWYER REPORT
Key bills moving through Parliament
There are several bills of note making their way through Parliament. Firstly, the Safety of Rwanda (Asylum and Immigration) Bill which seeks to respond to the Supreme Court’s judgment from last year on the legality and lawfulness of the Rwanda deportation scheme by asserting that Rwanda is a safe country. The Law Society has questioned the workability and compatibility of this bill with core tenets of the rule of law and have continued to work with peers since it entered the Lords to formulate and lobby for amendments. The bill had its third reading in the Lords on 12 March, before heading into “ping pong”, where the Commons and the Lords will vote on whether to accept the others’ amendments. We will be pushing hard to ensure amendments are taken forward to mitigate some of the worst impacts on the rule of law and access to justice.
Post Office (Horizon System) Offences Bill looks to quash the convictions of those affected by the scandal, particularly those whose convictions were made off the basis of flawed evidence by the Post Office in relation to the Horizon system. This is an exceptional step, with the government making a clear intervention in the court process. The Law Society have welcomed the move in this instance but have been clear that this exceptional circumstance cannot set a precedent for further interventions.
The second reading of the Leasehold and Freehold Reform Bill in the Lords will be on 27 March 2024. This bill implements commitments to take forward many of the leasehold reform recommendations made by the Law Commission in its 2020 reports. The bill is the second part of a legislative package to reform leasehold law and follows the Leasehold Reform (Ground Rent) Act 2022. We want the leasehold system to operate fairly for leaseholders and not cause delays in the home buying and selling process, and support the general commitment in the bill to make it cheaper and easier for existing leaseholders in houses and flats to extend their lease or buy their freehold.
The bill delivers on the government’s commitment to ban the sale of new leasehold homes, a move we support. We welcome proposals to require more transparency for both financial and non-financial information provided on leaseholders’ service charges. Providing these in a standardised format for service charges is a useful step, and the information should be offered in ways that are both accessible and easily understandable for consumers. We support the proposals to create more transparency and regulation in relation to estate management; would support maximum fees for home buying and selling services provided by managing agents/freeholders, with some caveats; and would support the aim to cap unfair ground rents.
The proposals in the bill would make it easier for solicitors and conveyancers to provide transparency when consumers are looking to establish the costs involved in their purchase. Please see our Parliamentary Briefing on the bill submitted during the Committee Stage, House of Commons, 18 January 2024. ■
Unlock the Gateway to Legal Excellence with Surrey Law Society!
Are you passionate about the intricacies of law? Eager to network with like-minded individuals and seasoned professionals in the legal field? Look no further than Surrey Law Society - your ultimate destination for all things legal!
Joining Surrey Law Society opens the door to a myriad of opportunities that will enrich your academic and professional journey:
• Exclusive Networking: Connect with legal professionals and esteemed practitioners through our vibrant community. Build invaluable connections that can shape your career trajectory.
• Continuous Learning: Stay ahead of the curve with our diverse range of webinars, online training and in-person courses. From emerging legal trends to timeless principles, we provide the resources you need to thrive in a dynamic legal landscape.
• Career Development: Access exclusive job postings. Whether you're a student or a seasoned professional, we're committed to supporting your growth every step of the way.
• Member Benefits: Enjoy special discounts on events and courses, along with access to our back catalogue of training sessions.
• SLS Legal Awards Eligibility: As a member of Surrey Law Society, you gain the opportunity to participate in the SLS Legal Awards, celebrating excellence and innovation in the legal profession. Showcase your talents, achievements, and contributions alongside industry leaders, and elevate your profile within the legal community.
Ready to take your passion for law to new heights? Become a member of Surrey Law Society today and embark on a transformative journey towards legal excellence!
Individual Membership Rates
Solicitor in Private Practice, Barrister, Licensed Conveyancer or CILEX £115.00
Solicitor not in Private Practice/Education/Lawcare £70.00
Solicitor not Practising/Retired/Locum £40.00
Paralegal Practitioner £40.00
Trainee/ILEX/Pupil Barristers £ 0.00
Practice Manager £ 0.00
Law Student £ 0.00
Firm Membership Rates
Category 1: 2-4 Fee-Earners £399.00
Category 2: 5-7 Fee Earners £699.00
Category 3: 8-10 Fee Earners £999.00
Category 4: 11-18 Fee Earners £1,750.00
Category 5: 19-29 Fee Earners £1,950.00
Category 6: 30+ Fee Earners £2,500.00
SURREYLAWYER | 23 REPORT
Visit www.surreylawsociety.org.uk for more information.
Women Would Need To Work An Extra 19 Years To Close The Gender Pension Gap
• Today, women retire on average with pension savings of £69,000, compared to £205,000 for men, new research by NOW: Pensions and PPI reveals.
• In order to close this gap, a girl would need to start pension saving at just three years old, to retire with the same amount of money as working men.
• Career gaps owing to childcare and other factors result in an average ten-year career gap for women, amounting to £39,000 in lost pension savings.
Anew report launched by UK pension provider NOW: Pensions in partnership with the Pensions Policy Institute (PPI) reveals that by the time women reach retirement age (67), they will have average pension savings of £69,000. This is £136,000 less in pension savings than the average man, who will have saved £205,000 in the same period.
The 2024 gender pension gap report finds that for women to retire with the same amount of money in their pension savings as a man, they would need to work and save for an extra 19 years on average. As automatic enrolment starts at 22, this means that by age three, girls are already falling behind boys in their provision for later life.
Women make up 79% of workers who earn less than the automatic enrolment earnings threshold – this means that 1.9 million women in employment are not automatically enrolled into a workplace pension. If both age and earning thresholds were removed from automatic enrolment, an additional 885,000 young women in employment would become eligible for a workplace pension.
Working, childcare and career gaps
On average, women spend 10 years away from the workforce to raise families or take on other caring responsibilities. This career gap amounts to an average of £39,000 in lost pension savings.
Furthermore, the spiralling cost of childcare is a hindrance to many working households, with the average cost of full-time nursery for a child under age two in 2023 being £14,800 a year, and in London the average annual nursery fees are £20,000 or more per child. Consequently, by their late 50s, women will have built up just 62% of the pension wealth of men.
Pensioners in poverty
On average, women live around seven years longer than men, meaning women’s pension wealth needs to go further. A lifetime of earnings and other inequalities results in two thirds of pensioners currently in poverty being women, with single women making up half of this number.
NOW: Pensions’ 2024 gender pensions gap report suggests policy proposals to narrow the current savings gaps to help savers achieve the retirement they deserve.
Joanne Segars OBE, Chair of Trustees at NOW: Pensions said: “It’s hard to believe that by the time a young girl starts school at four, she will already be falling behind a boy of the
same age when it comes to providing for her retirement. Yet this is the reality many girls face as they leave education and enter the world of work.
Despite enacting some important policies in recent years to improve financial opportunities, outcomes and equity between men and women - like auto enrolment and gender pay gap reporting - our report is a timely reminder of the work that still needs to be done. We believe it can and it must.
Our research is an important step in identifying, defining, and addressing the problem and what we can do as a society to fight for fair pensions for all.”
Lizzy Holliday, Director of Policy and Public Affairs, NOW: Pensions comments: “Policymakers have made important decisions in recent years which are already making a substantial difference to the way workers and their employers are providing for retirement. Yet, as our research shows, the scale of the gender pensions gap remains vast and will require bolder policy actions. Some of the solutions are broader than traditional pension policy. Childcare and gender pay gap issues must be given the urgent attention they require. But setting out the roadmap for the future of auto enrolment including tackling the difficult issue of adequacy in retirement - which affects women disproportionately given lower pension wealth- should be front and centre of next steps.”
Lauren Wilkinson, Senior Policy Researcher, Pensions Policy Institute said: “While the Gender Pension Gap is widely recognised, there is a lack of clear consensus in terms of definition, magnitude and potential solutions. Measures of pension wealth and retirement income can both be useful to understanding the magnitude of the gap, but the approach taken in this year's edition of the underpensioned report provides a more nuanced analysis of the causes of the gap.
By their late 50s, women have average pension savings worth less than two-thirds of men's, with a substantial proportion of this difference stemming from inequalities in the labour market, including differing working patterns and the Gender Pay Gap. While there are some pensions policy options that could be introduced to potentially mitigate the Gender Pension Gap, it’s unlikely to significantly reduce without changes in labour market conditions and gendered divisions of domestic labour.”
To learn more about how NOW: Pensions are working to raise awareness and lobby for change for a fairer pension system to enable all pension savers to enjoy the retirement they deserve, please visit nowpensions.com. ■
24 | SURREYLAWYER FOCUS ON EDI
The Law Society’s Diversity Access Scheme
From the high street to the high court, the legal profession should reflect the society it serves. That’s why every year we help talented, aspiring solicitors from less advantaged backgrounds to join the profession with our Diversity Access Scheme (DAS).
The DAS helps those with a lack of funding, industry contacts or opportunities to qualify as solicitors by offering vital scholarships, mentoring and work experience.
This year, we celebrate 20 years of our DAS which has helped around 300 aspiring solicitors enter the profession.
The current DAS application cycle opened on Wednesday 28 February, and ends on Saturday,13 April.
What does the Diversity Access Scheme offer awardees?
The DAS offers three key areas of support to awardees. Financial support through the provision of scholarships to help cover the costs of either the Legal Practice (LPC) or the Solicitors Qualifying Examination (SQE). The scholarships are funded by generous sponsors from the legal sector, who share the Law Society’s commitment to improving diversity and inclusion in the profession.
Support through mentoring opportunities. The DAS matches each awardee with a solicitor mentor who can provide advice, guidance, and encouragement throughout the journey to qualification. The mentors are qualified practising or non-practising solicitors who volunteer their time and expertise to support the next generation of solicitors.
Lastly, through work experience placements. The DAS arranges highquality work placements for its awardees, giving them the opportunity to gain practical experience and exposure to different areas of law and practice in areas of interest to them. The placements are offered by a range of employers, from large firms and in-house legal teams to public sector organisations and charities.
Who can apply?
Our awardees must be those with a strong interest in becoming a solicitor; and have completed, or are in the final year of, an undergraduate degree in law, a Graduate Diploma in Law (GDL), or have completed, or are in the final year of, a non-law degree and intend to take the SQE. There are no age restrictions to the DAS, and no barriers for those undertaking a career change to apply.
The Scheme is intended to support those that face one or more barriers to entering the profession. This could include those that come from a low-income household, or have experienced financial hardship; those that are the first in their family to attend higher education; those who are disabled or have a long-term health condition; those with caring responsibilities; those that have experienced discrimination or disadvantage due to their ethnicity, gender, sexual orientation, religion, or other protected characteristics; and those who have faced other significant challenges or obstacles which affected their education or career prospects.
A full list of the application criteria, including exceptional circumstances can be found on The Law Society’s website.
Who we are reaching
Our awardee data over a five-year period has shown that we are successfully reaching the right candidates:
• 86% of DAS awardees grew up in low-income households
• 90% attended non-selective state schools
• 86% were part of the first generation of their family to go to higher education
• 31% of awardees disclosed a disability
• 44% of awardees are from Black or other minority ethnic backgrounds
Find out how the DAS has helped others and read our report on applications from the 2023 DAS round of awards at The Law Society website.
How can you support the Diversity Access Scheme?
DAS is only possible because of the generous support of our members. As DAS enters its twentieth year, we hope that the number of awards offered can be increased and more individuals can be supported to achieve their goal of joining the legal profession.
We want to give the opportunity for as many individuals as possible to be supported by the DAS, but we need your help to make this happen.
If your organisation would like to support the scheme, you can make a contribution towards fees associated with completing the LPC or SQE; offer a work placement at your organisation or mentor a student from the scheme within a particular area of law.
During 2021 we carried out a review of DAS to assess its impact and whether the scheme is working in terms of its criteria and processes. The review included evaluation interviews with existing sponsors, all of whom said that they would recommend DAS to other firms, due to a combination of:
• Excellent candidates
• The reputation of the Law Society
• Little-to-no administrative burden on the sponsors
• A rigorous application process managed by experts
The combination of a strong eligibility criteria – that is inclusive and flexible – with a rigorous application process meant the sponsors were confident that DAS receives high-quality candidates that are deserving of financial and other career support.
Should you wish to find out more information about the DAS, applying to or supporting the scheme, please get in touch at diversityaccessscheme@lawsociety.org.uk ■
SURREYLAWYER | 25 FOCUS ON EDI
Surrey Junior Lawyers Division Report
SJLD held its second Annual Gala on Friday 8th March 2024 at the Guildford Harbour Hotel & Spa, and what a success it was, if we do say so ourselves! We had over 100 attendees on the night, ranging from university students, to paralegals, to pupil barristers, to trainees, to junior solicitors and to junior barristers. We even had Surrey Law Society’s very own Sushila Abraham (Law Society Council Member for Surrey) in attendance on the evening (thank you, Sushila)! The photos speak for themselves on how well everyone scrubbed up!
On the evening, we enjoyed talks from SJLD Chair Bethany Walker, Zac Marshall from G2 Legal, Deputy Vice President of the Law Society Mark Evans and Director of the Halow Project Neil Wheeler, along with two incredible individuals benefitting from the work of the Halow Project. It was incredible to have Mark Evans in attendance on behalf of the Law Society, who gave an inspiring speech on his journey from junior lawyer to future President of the Law Society of England and Wales and how important it is to make the most of the network around you, especially at the junior stage of your career. Thank you to Mark for attending and we hope that he enjoyed himself and his very first visit to Guildford!
As touched on, it was also fantastic to have representatives from our chosen charity of the year, the Halow Project, in attendance on the evening too. We heard about the brilliant work that the charity does in supporting young people with autism and learning difficulties and are very pleased to announce that everyone who attended on the evening contributed to the fantastic £2425 raised for the charity, through a percentage of the ticket sales and through the proceeds from the raffle on the night. Congratulations to those who won a raffle prize on the evening (including a helicopter ride!), brilliantly organised by our Charity Representative, Joanna Earl, along with the support of Surrey Law Society Representative, Katie Foulds.
We then enjoyed some wonderful food, drinks and dancing to round off the evening, with a touch of magic from our magician.
A huge thank you from SJLD to everyone who attended and to everyone who contributed to making it the success that it was, including the SJLD Committee as a whole, with a special thanks in particular to SJLD Events Representatives Ellie Sullivan, Joe Lloyd-Perks and Daniel Hart, Chair
Bethany Walker, Vice Chairs Alex Watson-Lee and Bisma Hussain (with Bisma also being the SJLD Sponsorship Representative and integral to securing sponsorship to make the event happen), Treasurer Seema Gill and Charity Representative Joanna Earl.
SJLD would also like to thank its main sponsor of the evening being G2 Legal, with a particular thanks to Zac Marshall and Gayle Woolf who attended on the evening to represent the recruitment agency, as well as thanking the table sponsors, being Moore Barlow, Stevens & Bolton LLP, Lamb Brooks, Morr & Co LLP and Guildford Chambers. SJLD is hugely grateful for the support of these sponsors as otherwise it would not be able to put on such an event.
SJLD looks forward to next year already and hopes to see as many of you there as possible again! If you would like to sponsor our Gala next year and have the opportunity of getting your firm/company’s name out there to a huge number of junior lawyers in the Surrey area, then please do get in touch at surreyjuniorlawyersdivision@gmail.com. It is never too early!
SJLD Let’s Talk: Practice Areas
Looking back further, Chair and Universities & Colleges Representative, Bethany Walker, held a virtual session titled ‘Let’s Talk: Practice Areas’ on Tuesday 23rd January 2024 aimed at aspiring lawyers or trainee lawyers looking to find out more about various practice areas that you find in a typical private practice set up. The session was chaired by SJLD Vice Chair, Alex Watson-Lee, leading our panellists on the evening representing their respective practice areas, being Anoushka Nehra (Private Wealth Disputes), Natalie Dunn (Family), Chantelle de Filippis (Employment), Dean Outten (Corporate), Bethany Walker (Private Wealth), Martin Whitehorn (Property), Sarah Wilson (Personal Injury) and Olivia Bishop (Commercial Dispute Resolution). Thank you to our fantastic panellists who gave up their time to tell our aspiring lawyers why they should consider their respective practice areas and what made them fall for said areas in the first place, as well as to the 40 people who attended virtually on the evening to tune in!
Wellbeing in the junior lawyer community
SJLD Wellness Representatives Alexandra Pruvost & Danielle Mcleod have been working on encouraging more of a ‘speak up’ culture in the junior lawyer community and also highlighting how we are all in the same boat in terms of the highs and lows that we will naturally go through as junior
26 | SURREYLAWYER JUNIOR LAW DIVISION
lawyers. Our Wellness Representatives have a wholesome event lined up for Mental Health Awareness Week to get everyone together and talking but, in the meantime, have been circulating some beautiful photos and quotes on our Surrey Junior Lawyers Division LinkedIn page to provide you with a welcome break on your timelines and a moment to pause, breathe and reflect. If you do not already follow us, then please follow our LinkedIn and social media pages (Instagram and X) for these very welcome breathers, as well as, of course, being able to keep up to date with our upcoming events, initiatives and news from the wider junior lawyer community.
Coming Up – ‘Get Your Foot In The Door’ with Lavanya Hart, Daisy Welland and Ellie Sullivan
Join SJLD for an exciting online event, over two sessions, that will help you kick-start your career! Whether you're a fresh graduate or looking to begin a career in the legal industry, this is the perfect chance to learn from three of the Surrey Junior Lawyers Division committee members and to gain valuable insights into the industry. Our interactive sessions will give you the tools you need to stand out from the crowd.
SJLD Diversity & Inclusion Representative, Lavanya Hart, Events Representative, Ellie Sullivan and Secretary, Daisy Welland, will be hosting these sessions which aim to inspire and guide aspiring lawyers looking to start their career in law, regardless of their backgrounds. Each session will also include a Q&A to address any specific concerns you may have.
Session 1 will take place on Wednesday 10 April 2024 from 6:30pm to 7:30pm (Becoming a Desirable Candidate). Session 2 will take place on Thursday 11 April 2024 from 6:30pm to 7:30pm (Tips & Tricks for Applications and Interviews). The Microsoft Teams login for each session will be sent to you via email one week before the first session. Don't miss this incredible opportunity to advance your career and speak to those who have been in your shoes. Reserve your spot today by heading to the SJLD Eventbrite page and signing up for free!
Coming Up – ‘Pathways to Law’
(SJLD and University of Surrey collaboration)
Calling all aspiring lawyers! On Tuesday 23rd April, being hosted in person at the University of Surrey, SJLD and the University of Surrey will be coming together to discuss and help students, career changers and aspiring
lawyers apply their soft and transferable skills towards shaping a career in law. We are very grateful to have SJLD Chair, Bethany Walker, SJLD Vice Chair, Alex Watson-Lee, SJLD Events Representative, Joe Lloyd-Perks, SJLD Career Changer Representative, Linda Asare, Senior Lecturer and Director of Employability (School of Law) at the University of Surrey, Claire Lillywhite, and Membership Development Manager of the Law Society, Stephen Drew, with us on the evening to give their insights. Thank you to our Career Changer Representative, Linda Asare, for organising this event and initiative and bringing together aspiring lawyers in Surrey for the evening.
To secure your spot, please visit the SJLD Eventbrite page to sign up for free. Refreshments will be provided on the evening, courtesy of the University of Surrey.
Coming Up – Guildford Legal Walk
In aid of the London Legal Support Trust (LLST), the Guildford Legal Walk is back on Monday 8th July 2024 and SJLD will have a team again taking on the Guildford 10K walk through the beautiful Chantries Woods and up onto Pewley Down, all whilst raising money for the LLST and the work that it does in providing accessible legal support to those who need it most and otherwise would not be able to afford it.
If you would like to be part of SJLD’s walking team, then please do get in touch on surreyjuniorlawyersdivision@gmail.com so that we can note you as joining the team and please keep an eye out on our social media and LinkedIn page for information on how to donate to our charity page to support the LLST and help to raise as much money as possible. We look forward to seeing you there if you will be taking part with your firm!
As you can see, we have a busy few months ahead, with other events in the pipeline but not yet announced, so do keep up to date by following SJLD and we look forward to seeing you very soon at our upcoming events! ■
SURREYLAWYER | 27 JUNIOR LAW DIVISION If you like our technology, you’ll love our people • Indemnity insurances • Home buyer and seller protection • Property searches and reports • CPD training and webinar provider • ID, AML and Proof of Funds checks • Legal forms • Land Registry submission • SDLT submission Client onboarding and sales progression platform Client direct payment facilityA little knowledge is a wonderful thing Pre-post completion conveyancing platform X-Press Legal Services is the largest independent property search network across England & Wales and a trusted, friendly partner to legal practices since 1998. We have an in-depth knowledge of the local area and we provide a wrap-around service including residential & commercial searches, pre & post completion services, cyber security, compliance products and much more.
3 ways to boost productivity with an effective legal software platform
In today's fast-paced legal landscape, efficiency and productivity are key to success. The old adage “time is money” has never been truer than in the legal profession. For law firms that are putting powerful technology at the heart of their business, addressing inefficiencies is having a dramatic and positive impact on their bottom line. They are finding that investing in the right practice management software reaps dividends for their practice both in the short and long term.
However, the introduction and implementation of new legal technology is just the beginning. It is also critical that those using the software are made aware of all the powerful functionality available to them that will support their everyday work. This short article highlights three unique and highly undervalued ways that effective legal software can drive law firm efficiency and end-user productivity.
1. Capitalise on an extensive document library
An effective legal software platform provides your firm with a library of up-to-date forms, precedents and further documentation templates to cover all common areas of law, including those specific to the jurisdiction in which you practice. It also enables you to add, modify and automate your own templates. Having enhanced editing capabilities available within your solution standardises document production and ensures consistency, compliance, as well as improve client service and communication within your practice.
The efficient drafting of documentation is pivotal to the practice of law. By merging client and matter information previously inputted into your legal software platform, details can then be automatically included at the point of document creation, saving significant time and improving the accuracy of content.
2. Unlock the power of automation
Innovative document automation via your legal software platform boosts productivity across your firm. Ensuring accuracy and minimising risk, the automation of processes and the collection of information can greatly reduce errors or omissions which could otherwise negatively impact the level of service you offer.
The levels of automation available can vary from platform to platform, but an effective legal software solution will empower legal professionals to repurpose inputted matter information again and again across documents such as forms and precedents that are generated throughout the course of the particular matter. This removes the need to manually enter information each time, simplifying the document creation process, ensuring quality and accuracy of working and limiting duplication of work.
3. Reap the benefits of regular updates
In today's ever evolving legal landscape, the ability to anticipate and promptly respond to changes in the law is not just best practice, it's an absolute necessity. Law firms that fail to stay up to date with legal developments can encounter various challenges and consequences.
An effective legal software platform should be dedicated to ensuring all legal documents, components, rates and calculations embedded within the software are aligned with legislation and appropriate for the area of law in which you practice. You should have confidence that your provider is constantly monitoring all areas of law and updating as necessary.
This automation of updates within the system will speed up your day-to-day work as well as bring peace of mind and assured compliance to your firm.
Whatever your software’s capabilities, ensuring that you are not only financially investing in the right technology, but also are fully aware and optimising its full functionality will boost productivity across your law firm.
For more information, please visit www.leap.co.uk ■
By Gareth Walker CEO, Leap UK
28 | SURREYLAWYER ADVERTISEMENT FEATURE
Migrant Support Handbook
LEGAL ACTION GROUP
The access to justice charity
By Shu Shin Luh and Connor Johnston
AN INDISPENSABLE HANDBOOK FOR SPECIALISTS IN IMMIGRATION LAW, YET ACCESSIBLE TO ALL INTERESTED READERS
An appreciation by Elizabeth Robson Taylor MA of Richmond Green Chambers and Phillip Taylor MBE, Head of Chambers, Reviews Editor, “The Barrister”, and Mediator
Is there a new law text out there that is more topical than this? Not to mention more vital than this? Probably not -although many may well argue the point. It is indisputable, however, that mass migration, whether legal or illegal, has become an international problem, particularly for the UK -- and in the view of many -- it is a problem that is well-nigh insoluble. It is fair to say, however, that immigration lawyers in particular -- as well as anyone involved in, or committed to, achieving viable solutions to the problems inherent in migrant support -- will welcome the publication of this book by the Legal Action Group.
Authors Shu Shin Luh and Connor Johnston have noted that the book (conceived some six years ago) was painstakingly researched and written to ‘replace the irreplaceable’ “Support For AsylumSeekers” by Sue Willman and Steve Knaffer QC, published by LAG
in 2009. It is sobering to recall how much and how quickly and relentlessly the world has changed since then -- making the problem of asylum seekers ever more acute.
The publication of this book is therefore all the timelier. And certainly, the almost insoluble complexity of its subject matter is reflected in its more than 1,2000 pages of scholarly and thorough research presented (in the tradition of the LAG) in a clear, accessible style; accessible, that is, not only to lawyers, but to anyone interested in, or involved with, this detailed and certainly controversial and difficult subject, which has occasioned so much debate.
With its focus on the welfare and legal rights of migrants, the book provides in-depth coverage of, for example, housing and welfare, benefits, NHS access and provision and social services, as well as support for failed asylum seekers with reference to special cases; notably unaccompanied children and -- most heart-rending of all -the victims of human trafficking.
This is a handbook you could almost call encyclopaedic. Certainly, it offers specialists in this wide-ranging and many-faceted and complex area of law, a gateway to further research. Note that the first 150 or so pages contain tables of cases... statutes... statutory instruments... immigration rules... and a table of European and international legislation. Also, for a volume its size, it is remarkably easy to navigate, containing as it does, copious footnotes, a detailed table of contents and an even more minutely detailed index of at least 115 pages. A handy handbook? Absolutely.
As immigration -- both legal and illegal -- will undoubtedly emerge as a prime issue during elections and beyond, this scholarly yet eminently readable volume will prove indispensable, not only to practitioners, but to anyone interested in the wide-ranging issues inherent in this undeniably difficult area of law. ■
INHERITANCE TAX VALUATIONS AND AUCTIONS
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• Ewbank’s value fine art, antiques, memorabilia, classic and modern cars, collectables and collections of all types for the purpose of providing written valuations on an open market value basis in accordance with HM Revenue and customs guidelines.
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• In addition to providing valuations, Ewbank’s can also arrange the clearance of any remaining contents from properties as required. The majority is recycled, re-used or donated to charity.
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BOOK REVIEW SURREYLAWYER | 29
Charging Orders On Land Practice and Precedents
By Cecily Crampin and Michael Ransom and members of Falcon Chambers
CHARGING ORDERS ON A DEBTOR’S PROPERTY: CLEAR, AUTHORITATIVE AND PRACTICAL ADVICE FROM FALCON CHAMBERS
An appreciation by Elizabeth Robson Taylor MA of Richmond Green Chambers and Phillip Taylor MBE, Head of Chambers, Reviews Editor, ‘The Barrister’ and Mediator
“ Charging Orders on Land” has now arrived as a second edition from Falcon Chambers for 2024 -- an event which will certainly be welcomed by counsel embroiled in the specifics of charging orders, which, more often than not, present special problems. What we have here is a highly specialised and quite narrow area of law in which attention to minute detail is all too often imperative. The precedents at the back of the book are of great assistance to those involved in drafting orders.
Fortunately for practitioners and judges dealing with the challenge of changing orders, this distinguished text published by Wildy, Simmonds & Hill, presents up to date and authoritative help in what is now regarded as the definitive work on the subject.
Editors Cecily Crampin and Michael Ransom are assisted by nine contributors from Falcon Chambers, known as the set which specialises in land law and landlord and tenant work. Practitioners seeking guidance from this new and updated edition can be confident that they are in good hands. For example, there’s a new chapter on insolvency regimes, plus the inclusion of new CPR procedures and precedents.
This then, is an ample and detailed compendium of practical advice and guidance on ‘the enforcement of money judgements by means of obtaining a charging order.’ Initially, this may sound straightforward, except that all too often it isn’t, as any number of complications can occur within the various stages of enforcement on which there is a special chapter. Also read the chapter on priorities and problems and note the specialist advice on sanctions, tenanted property, overseas entities and much more, including the new chapter on corporate and personal insolvency.
Certainly the book can be depended upon to explain or clarify the various -- and seemingly endless -- snags and contingencies that frequently occur within this particular category of law, including (probably the most frequent of all) the cases which come under the heading of ‘Personal Circumstances: the family home’ which typically is balanced against the claims of the judgment debtor’s spouse... or possibly former, or divorcing spouse... or ‘any children who live in the property to be shared.’
It is also carefully pointed out that sometimes in such cases, the charging order can be withheld, or the interest of one party, for example, can be transferred to the other. Small wonder then that, in the opinion of quite a few practitioners, the concept of the charging order all too often presents a serious impediment to selling a house and clogging up the already stretched housing market.
Considering the often complicated and sometimes controversial area of law, it is reassuring for the busy practitioners that this comprehensive and carefully researched legal text is easy to navigate. The table of contents is almost minutely detailed, and the extensive appendices offer more than 100 pages of statutory material and precedents -- an invaluable resource which will be of special interest to counsel charged with drafting orders. Also note the tables of cases, statutes, and statutory instruments, plus tables of European conventions and other material.
Any practitioner involved in this highly specialised area will find this comprehensive and carefully researched legal text well-nigh indispensable. ■
Turnaround Management
Unlocking and Preserving Value in Distressed Businesses
By Alan Tilley
A SECOND CHANCE FOR ENTREPRENEURS
An appreciation by Elizabeth Robson Taylor MA of Richmond Green Chambers and Phillip Taylor MBE, Head of Chambers, Reviews Editor, “The Barrister”, and Mediator
I f you are a lawyer with a corporate client -- or clients -- facing financial distress and ultimately insolvency, you need this book, published recently by Globe Law and Business.
Note the usefully descriptive subtitle: ‘Unlocking and Preserving Value in Distressed Businesses’. This says it all, you may say, but as its processes are linked to a complex area of law, there is a lot more to be said, especially when multi-jurisdictional complications emerge.
With lengthy and detailed experience in this specialised area of consultancy, author Alan Tilley provides a broad range of authoritative advice, aimed specifically at those who are confronted with the undeniably challenging task of advising and managing companies teetering on the sharp edge of insolvency, with its intimidating spectrum of possible consequences.
The book and the wealth of advice therein is aimed primarily at those who find themselves in the role of turnaround manager. Such a role, as the author explains ‘usually involves operating in an executive rather than a consultative role’ and as such, ‘exposes the professional to the risks of personal liability.’ You have been warned.
However, no need to despair -- as Tilley adds that operating through a limited liability entity, with a properly constructed engagement contract reduces the risks. Proper professional performance is the ultimate guarantee of risk avoidance.
Anyone in the legal profession or accountancy and/or financial services, might well wonder how this increasingly obvious need for ‘turnaround management’ got started and whether or not it is proving itself effective.
The author’s positive answer is that turnaround management is becoming ‘increasingly recognized as an important part of business’ and that the understanding of its obvious benefits is growing. Tilley is confident that the concept has more than likely evolved as a result of the influence of Chapter 11 of the United States Bankruptcy Code of 1970, which is based on the concept of ‘giving entrepreneurs a second chance’ primarily by creating the concept, so called, of ‘debtor-in-possession’ (DIP) -- usually by means of a restructuring plan while the company is protected from creditors. Better results for shareholders certainly loom large here as a distinct possibility.
Although a complex subject, ‘turnaround management’ is explained in this book with admirable clarity, covering as it does, the risks involved, as well as the potential rewards. Based in the author’s 40-plus years of experience in this field, the consultancy, advice, and guidance contained in this compact volume is high-value indeed. Note too, the handy appendix which contains over 20 pages of useful guidelines and policy recommendations.
With its international orientation, as well as its straightforward advice, this book should be considered as an essential purchase for business and law professionals worldwide. ■
30 | SURREYLAWYER BOOK REVIEW
2nd Edition
2nd Edition
INSOLVENCY? CHECK OUT THIS IN-DEPTH ANALYSIS OF
FACING
‘TURNAROUND MANAGEMENT’ FROM GLOBE
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