Surrey Lawyer January 2025

THE OFFICIAL JOURNAL OF THE SURREY LAW SOCIETY | WINTER 2025

Why generative AI requires cultural change in law firms

■ Local News

■ Training & Events Programme 2025

■ Inheritance Tax & the Budget

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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 MANAGER

Catherine McCarthy

STUDIO MANAGER

John Barry

MEDIA No.

2081

January 2025 © 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 Society welcomes all persons eligible for membership regardless of sex, race, religion, age or sexual orientation.

All views expressed in this publication are the views of the individual writers and 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

A montage of images by Tara Winstead from pexels.com and Andrea de Santis from unsplash.com

28th MARCH 2025 (For APRIL 2025)

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

https://www.linkedin.com/groups/8731473

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

EMA BRYN JONES

Peacock & Co Solicitors, Park Place House, 24 Church Street, Epsom, KT17 4QB

Tel: 02080350370

Email: ema.jones@peacock-law.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

HAYLEY LALSING

Charles Russell Speechlys, One London Square, Cross Lanes, Guildford GU1 1UN

Tel: 01483 252536

Email: hayley.lalsing@crsblaw.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: 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

EMPLOYMENT LAW

Nick Hawkins

Ashley Burrow

Jodie Care

Tariq Phillips

Hollie Ryan

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

Helen Opie

Kim Wintle

SURREY JUNIOR LAWYERS DIVISION

Alex Watson-Lee (Chair)

Bisma Hussain (Vice Chair)

Bethany Walker

Seema Gill

Daisy Welland

Bethany Catchpole

Astor Chan & Kali Phelan

Bethany Catchpole

Daisy Daynes

Akarsshaa Bhargava

Ellie Sullivan

Katie Foulds

Joanna Earl

Email: surreyjuniorlawyersdivision@gmail.com

LinkedIn: https://www.linkedin.com/company/ young-surrey-lawyers

Instagram: jld_surrey

Twitter: @YSL_Live / @SurreyJLD

Once again, the Awards event was a resounding success, with an incredible turnout that exceeded all expectations. The atmosphere was electric, and the evening flowed seamlessly—thanks to the impeccable organisation of Helen and Elouise, who truly outdid themselves in putting together such a memorable occasion.

A special shoutout goes to Alex Macqueen, whose engaging and entertaining speech added an extra layer of charm to the evening. His wit and insight had the crowd captivated, leaving everyone both entertained and inspired.

Many congratulations to all the winners on the night! Your hard work and dedication are truly deserving of this recognition. As always, the Awards presented an excellent opportunity to shine a spotlight on the outstanding legal talent within Surrey, celebrating the remarkable achievements that continue to raise the bar in the industry.

It was a night filled with great energy, inspiring stories, and the undeniable sense of pride in the incredible legal community here in Surrey.

This week, I had the privilege of attending the Senior and Managing Partners Dinner hosted by Evelyn Partners, where the findings of the annual Law Firm Survey were discussed. The conversation that followed was both insightful and thought-provoking. For those interested, a copy of the full report is available at www.evelyn.com/campaigns/law-firmsurvey-2024/download-report/.

Next week will see the return of the Annual Quiz & Pizza Night! I hope to see several of you there and good luck to all who are taking part!

This year, conveyancers across Surrey and the UK came together in opposition to the introduction of a new version of the TA6 form. Concerns were raised that the revised form would lead to further delays, place conveyancers in the position of offering guidance intended for estate agents, contradict the principle of caveat emptor, and undermine the spirit of the CQS protocol. There were also fears that it would increase conveyancers' potential liabilities, leading to higher professional indemnity insurance premiums.

President’s Jottings

WINTER 2025

This strong wave of concern led to a call for a Vote of No Confidence in the CEO of the Law Society, Ian Jeffery, and the then President, Nick Emmerson. The motion was ultimately defeated with 207 votes against, 123 in favour, and 20 abstentions, though the Law Society promised to engage more closely with its members on the issue. Following this, a consultation was conducted with over 1,200 members, involving surveys, interviews, research-led group discussions, online webinars, workshops, and roundtables. As a result, the Law Society announced the postponement of the TA6 5th Edition until 15 January.

However, earlier this month, Law Society CEO Ian Jeffery issued another update stating, "It has become clear that January next year is not a realistic date by which to analyse all the evidence and take the next steps to ensure we have the best outcome possible. We have therefore decided to extend the period that both forms can be used until we have completed that work." A further update will be issued in the new year.

The Law Society confirmed that members of the Conveyancing Quality Scheme (CQS) will remain compliant if they use either the TA6 (4th Edition, second revision, 2020) or the TA6 (5th Edition, 2024). Having attended several of the consultations, I was truly impressed by the overwhelming solidarity and near-unanimous support for abandoning the new version of the form. It was remarkable to see so many conveyancers united on this issue. We’ll have to wait and see what happens next!

As my term draws to a close, it’s been a pleasure getting to know so many of you. Thank you to everyone who supported my fundraising efforts.

Wishing you all a very Merry Christmas and a healthy, prosperous New Year! 

Dawn

Lawson President Surrey Law Society

Correction and Apology – Autumn Issue of Surrey Lawyer

We regret to inform readers of an error in the Autumn Issue of Surrey Lawyer magazine, specifically in the article by Bella Stuart-Bourne and Laura Bushaway on the Renters’ Rights Bill: Top Ten Key Changes for Landlords and Tenants, found on pages 22 to 23.

Due to an error in the design and setting phase by our publishing team, the table detailing notice periods for landlords obtaining possession of a property included incorrect information. It incorrectly stated the notice period for Grounds 5E, 5F, 5G, 8, 10, 11, 18 as 4 months instead of 4 weeks, and for Grounds 4, 7B, 12, 13, 14ZA, 14A, 15, 17 as 2 months instead of 2 weeks.

We would like to clarify that this error is the responsibility of Benham Publishing and Surrey Law Society, not the article’s authors or Charles Russell Speechlys. The digital version of the magazine has been corrected, but we regret that the error remains in the Autumn print edition.

We apologise sincerely for any confusion this may have caused and thank our readers for their understanding.

Dawn Lawson

ACEO Report

WINTER 2025

s the year draws to a close, it is my pleasure to reflect on a remarkable 2024 for the Surrey Law Society and to share our ambitions for the year ahead. This year has been a period of growth, innovation, and collaboration for the Society, and we have much to celebrate.

Our training programme has gone from strength to strength, offering members a diverse range of learning opportunities. We delivered two in-person courses, seven online courses, and ten webinars, attracting over 450 bookings across the programme. This variety ensures we cater to the differing needs of our members, whether they prefer face-to-face engagement or the flexibility of online learning. A particular highlight was the introduction of our CSG Conferences, one tailored for conveyancers and the other for private client practitioners. Delivered in collaboration with Cheshire & North Wales, Devon & Somerset, Kent, Leicestershire, and Newcastle Law Societies, these conferences brought together 100 delegates, showcasing the power of collaboration across county societies.

This year, we were delighted to welcome eight exceptional organisations as our 2024 Patrons: Evelyn Partners, Landmark Information Group, Finders International, Chadwick Nott, Pro Drive IT, ReviewSolicitors, LawSure, and Konsileo. Their support has been invaluable, and we look forward to continuing our partnerships with these outstanding companies.

A significant milestone this year was upgrading our membership system to RubiCRM. This investment has already improved how we engage with and support our growing membership, which now exceeds 1,100 individuals, and I was pleased to present a session on our data transformation project at the Local Law Societies Conference, hosted by The Law Society.

Among our social highlights was the inaugural Sailing for a Cure event, held in support of Cancer Research UK. With over 40 attendees, live music, an auction, and a raffle, the event raised an impressive £2,500 for this vital cause. The annual Past President’s Championship Cup in July brought together 16 enthusiastic teams and their supporters, with Gordons Partnership claiming victory. October saw our prestigious SLS Legal Awards at G Live, Guildford, a spectacular evening attended by over 260 guests. The event featured a new President’s Reception, a three-course dinner, an inspiring after-dinner speech by Alex Macqueen, and 12 awards recognising excellence within the legal profession. These events, along with our annual Quiz & Pizza night, exemplify the sense of community and celebration that defines the Surrey Law Society.

Through these events and initiatives, we are proud to have raised over £3,500 for our President’s chosen charity, Cancer Research UK. Thank you to all our sponsors and members who supported these efforts.

This year also marked the continuation of our "Supporting Surrey" series, in collaboration with Surrey Junior Lawyers Division, focusing on financial wellbeing in partnership with Evelyn Partners. Additionally, Evelyn Partners hosted their Managing Partners’ Dinner with the Society, an insightful evening that facilitated important discussions among Surrey Managing Partners. As we look ahead to 2025, our ambitions are set even higher. We will deliver our most extensive training programme yet, with expanded provision for employment lawyers and an increase in inperson sessions. For the first time, we will offer dedicated activities for Practice Managers, HR professionals, and Managing Partners, ensuring our programme supports the full breadth of the legal community.

Our social calendar will also be fuller than ever, including returning favourites such as the go-karting championship and the introduction of some regional socials. We are excited to organise a Westminster visit as part of the County Societies Group and are already planning our biggest and best SLS Legal Awards yet, set for 16 October 2025 at G Live. You can view a full programme of training and events later in the magazine.

This year’s achievements would not have been possible without the exceptional contribution of our 2024 President, Dawn Lawson. Her dedication, enthusiasm, and vision have been inspiring, and it has been a true pleasure to work alongside her. I extend my heartfelt thanks to Dawn for her incredible contributions to the Society. I am equally looking forward to working with our 2025 President, James Scozzi, and realising the many exciting plans we have in store.

In closing, I would like to thank all our members, patrons, and supporters for their ongoing commitment to the Surrey Law Society. I wish you all a wonderful festive period and I look forward to another successful year ahead. 

Helen Opie Chief Executive & Magazine Editor

Helen Opie (Chief Executive at Surrey Law Society) Surrey Law Society

Helen Opie

Citizens Advice Epsom & Ewell continues to work with Epsom and Ewell Rotaries for those in need of support this winter

Changes to the Winter Fuel Payments means that many people are worried that they may not be able to heat their homes this winter.

For the eighth year running, Citizens Advice Epsom & Ewell (CAEE) has teamed up with the Rotary Clubs of Epsom and Ewell to bring much needed support to those in the borough in need of help with paying fuel bills this winter.

This year, residents in the Epsom & Ewell borough are being asked to donate any amount to Project Wenceslas to help those affected. All funds will help those struggling with electricity and gas bills, as well enable energy efficient appliances to be purchased. CAEE manages the distribution for the benefit for those in fuel poverty, direct to fuel suppliers with no deductions for costs or fees.

Lisa Davis, CEO, Citizens Advice Epsom & Ewell, said: “With changes to the Winter Fuel Payments this winter, an increased number of people in our community are worrying about heating their homes. Many people relied on the Winter Fuel Payments to help manage their energy usage and budgets. Some people may be eligible for benefits, but many may not.

“Project Wenceslas is more important than ever to provide that much needed support and peace of mind for individuals and families across the borough who are struggling. Please get in touch if either you want to donate or you are in need of support.”

To find out more about donating, please contact via the websites epsomrotary.uk or ewellrotary.club and search for Project Wenceslas.

If you are struggling with fuel bills, then contact Citizens Advice Epsom & Ewell on 0808 278 7963 (Mon-Fri, 10am – 4pm) or see our website: www.caee.org.uk. ■

Charles Russell Speechlys in Guildford Strengthens Local Community Support

Charles Russell Speechlys is proud to be continuing to contribute to its local community with new and extended arts and business sponsorship agreements for 2025. In addition, the firm will be carrying on its support for disadvantaged young people in Surrey by offering additional grants through the Charles Russell Speechlys Community Fund.

As principal sponsor of the Guildford Shakespeare Company’s Summer 2025 performances, the firm is solidifying its longstanding partnership of over 15 years with the award-winning theatre group. This sponsorship will help the Guildford Shakespeare Company to continue its impactful community work, which reaches 24,000 people annually and improves engagement for socially excluded groups and the least advantaged in the local community.

As further assistance for local arts and cultural organisations, Charles Russell Speechlys will also become a corporate

sponsor for the Surrey Hills International Music Festival, which brings world-class musicians to perform in beautiful venues in Surrey each May.

The firm is also reinforcing its support of the local business community through its ongoing corporate sponsorship of Surrey Hills Enterprise and the Guildford. Games Festival which is taking place on 14 February 2025 at G-Live, with a packed agenda for budding game developers, gamers and tech enthusiasts.

In addition, the Charles Russell Speechlys Community Fund, administered by the Community Foundation for Surrey, will be providing further grants to local initiatives which empower young people. The fund, run by staff, which launched in 2016 has provided over £100,000 in grants to date, helping more than 20,000 beneficiaries. It prioritises projects that enhance employment, training and skills development, with the aim of helping young people to broaden their horizons, build confidence and raise their

aspirations. Over the years, grants have been given to a wide range of charities including Skillway, Challengers, The Bike Project and Surrey Care Trust.

Sally Ashford, Partner and Head of the Guildford Office at Charles Russell Speechlys “As a leading law firm and employer in the region, we believe that it’s important to give back to our local community. Our sponsorships in 2025 will provide vital funding for local arts organisations, charities and businesses communities, with some also creating opportunities for our client hospitality and employee engagement. We are fully committed to making a lasting contribution within our local community, and above all, enriching the lives of people who live in our county.” ■

National independent law firm Stevens & Bolton LLP has announced the appointment of John Forde as a Partner in its corporate tax and incentives practice.

Previously a specialist tax partner at Fladgate LLP and a Chartered Tax Adviser, John has extensive expertise advising clients on all aspects of UK taxation with a particular emphasis on corporate transactions and reconstructions; employee share incentives; and commercial property transactions. He also advises HNWIs and business owners on a breadth of personal tax matters including residence and domicile issues.

DSW Capital acquires DR Solicitors

Two industry pioneers join forces to create significant platform

DSW Capital (AIM: DSW), a challenger in the mid-market professional services sector and owner of the Dow Schofield Watts brand, has announced its acquisition of legal firm DR Solicitors Limited.

The move combines two original pioneers in their respective industries that both operate using a platform model to attract the best talent from across the UK.

Founded by ex-Magic Circle lawyer Daphne Robertson and Nils Christiansen, DR Solicitors has become a nationally recognised law firm, specialising in services for GPs and primary care providers.

The firm employs eight staff at its head office in Guildford and leverages a growing network of 18 consultant solicitors.

In the financial year ending 31 March 2024, DR Solicitors achieved organic revenue growth of 11 per cent, generating revenues of £3.1m and profits before tax of £1.2m.

Operating in a highly regulated sector, the legal firm has built a strong brand reputation, resulting in high levels of repeat business and a loyal customer base.

This acquisition not only strengthens DSW Capital’s position in the market through enhanced diversification, but also broadens the range of niche professional services available to its network.

James Dow, CEO of DSW Capital, said: “This is a game-changing acquisition and a significant milestone for us. By joining forces with DR Solicitors, we are diversifying our revenue streams and building a more resilient business for the future. It will enable us to further accelerate growth

Stevens & Bolton Bolsters Corporate Tax Practice With Lateral Hire

John’s appointment further strengthens Stevens & Bolton’s dedicated corporate tax group, which has an excellent reputation for its employee share scheme expertise and corporate advisory work.

Commenting on the firm’s latest hire, James Waddell, Managing Partner, said: “We are excited to welcome John to our talented and growing corporate tax practice. Corporate tax and incentives are highly specialised areas that provide significant value to our client offering, and John’s expertise and network will be a great addition to our marketleading practice.

He is joining the firm at an exciting time. 2024 marks our 150th anniversary and is a year where we have again delivered strong performance with double digit growth in revenue and PEP. In addition to some great laterals, we have also seen 17 excellent internal promotions reflecting our commitment to developing our talent alongside attracting the brightest and best from outside of the firm.”

Commenting on his appointment, John Forde, Partner, added: “I’m thrilled to be joining Stevens & Bolton. This move feels like the perfect fit for me, and I am eager to bring my passion for tax law to such a dynamic and respected firm. With the recent Budget introducing significant changes, I look forward to helping our clients navigate the new rules.” ■

and establish a substantial platform for the delivery of legal services. We have been inspired by Daphne and Nils’ attitude to innovation in their business and focus on winning work. They and the rest of the team’s commitment to supporting the growth and development of their business is a primary example of how they reflect the Dow Schofield Watts values.”

Co-founders Daphne Robertson and Nils Christiansen will continue to lead DR Solicitors, collaborating closely with DSW Capital’s experienced management team.

Daphne Robertson, Founder and Senior Partner of DR Solicitors, added: “We were one of the first legal firms to own a niche, one of the first to develop a consultant-based operating model, one of the first to embrace alternative business structures, and now we are one of the first to integrate into a truly multi-disciplinary professional services group.

“The entrepreneurial culture of Dow Schofield Watts is a strong fit with our own, and this transaction will provide DR Solicitors with the scale and resources to continue building on our successful operating model for the benefit of all our clients. We are looking forward to this exciting next step as we accelerate the growth of both our firm and the wider group." ■

Owen White Catlin introduces new modern brand identity

Surrey and London-based law firm Owen White Catlin is proud to unveil their new look, deliberately designed to be a modern reflection of their long-standing commitment to provide trusted, thorough, and compassionate legal guidance with a friendly approach.

The refreshed look is a visual and tonal evolution designed to reflect the empathy, integrity and determination that has always stood as Owen White Catlin’s core principles.

After over 100 years of delivering client-focused legal solutions, the refresh represents an evolution for the firm, showcasing their ability to blend the warmth and care of a trusted legal partner with a modern approach, necessary in a fast-paced legal landscape.

Richard Land, Managing Partner, said:

“We are thrilled to introduce our fresh look, a stark contrast to our previous look which has served us well but is now dated. This fresh look is an embodiment of what our firm has always stood for and prided itself on. In developing and rolling out our fresh look, we worked with our people

Owen White Catlin (OWC) has announced the appointment of Richard Land as the new Managing Partner, following the sad passing of Judith Williamson. A partner with the firm for over 40 years. Judith's leadership and dedication were instrumental in the growth and success of the firm. She was a cherished colleague, and her loss is deeply felt by all of us at OWC.

Richard Land brings a wealth of experience to his new role. As a Partner at OWC, Richard has demonstrated exceptional leadership and a deep commitment to the firm's values. His expertise in dispute resolution and personal injury law has been invaluable to the firm. Richard is dedicated to continuing Judith's vision and ensuring the firm's ongoing success.

In addition, OWC are pleased to announce the appointment of Sean Wilkins as Senior Partner. With over 34 years’ experience, Sean brings extensive expertise in wills and estate management and a strong commitment to client service. His leadership will be invaluable as the firm continue to grow and serve clients with excellence.

and listened to our clients to reflect what they need today – a law firm that is, of course, experienced and knowledgeable, but also genuinely compassionate and determined.”

The refresh showcases a new logo, a completely new website and introduces a new colour palette chosen for its warmth as well as modern appeal, The updated visuals are designed to enhance accessibility and align with Owen White Catlin’s core principles.

Moreover, Owen White Catlin have dropped the ampersand from their name, this is a contemporary reflection of their cohesive and streamlined approach.

As they look ahead, the firm remains focused on their mission to delivering the same personal, exceptional service for their clients with a renewed energy for the journey ahead.

To speak to one their friendly legal experts today, call on 020 8890 2836 or email at contact@owc.co.uk. Visit their new website at https://www. owenwhitecatlin.co.uk/ ■

Appointment of Richard Land as Managing Partner of Owen White Catlin

OWC has a long-standing reputation for delivering legal excellence to clients in Middlesex, Surrey and beyond. The firm has achieved significant milestones over the years, with strong links to the local communities they provide a full range of services including property law, probate, family, dispute resolutions and personal injury cases, with a strong commitment to client satisfaction. Our team of dedicated professionals continues to uphold the highest standards of legal practice, ensuring that our clients receive the best possible service.

In the coming months, OWC is excited to roll out a new position and brand that will highlight the firm’s continuing focus on people, clients, and staff. This initiative will build on our legacy of legal excellence and reinforce our commitment to serving our communities with integrity and dedication.

Richard Land commented, "I am honoured to take on the role of Managing Partner at OWC. Judith's contributions to the firm were immense, and I am committed to upholding her legacy. Together with my colleagues, I look forward to leading the firm into a new era of growth and excellence."

For further information, please contact Owen White Catlin at contact@ owc.co.uk. ■

Stevens & Bolton Strengthens Corporate Practice With New Hires

Guildford-based law firm Stevens & Bolton has announced a raft of new hires, including three new associates in its corporate team, and one in its commercial & IT team. The move brings the total number of new hires in the last six months to 13.

Ayomide Emiola, Helen Ryan and Adam Chalker have joined the firm’s corporate team from Linklaters, Duane Morris and Blandy & Blandy respectively; while Brigitte Simpson joins the commercial & IT team from New Zealand-based firm AWS Legal.

The new hires add to Stevens & Bolton’s growing team this year, joining senior associates Deliya Meylanova (commercial litigation) and Emily Grosvenor-Taylor (tax & trusts); knowledge

lawyers Miranda Joseph (commercial litigation) and Emma Thompson (commercial & IT); as well as associates Daniel Keleghan (corporate), Julija Kazlauskaite (commercial real estate), Emily Watts (commercial real estate), Jennifer Doggett (private wealth disputes), and Sara Beech (commercial litigation).

James Waddell, Managing Partner at Stevens & Bolton, commented: “We are delighted to welcome Ayomide, Helen, Adam and Brigitte to Stevens & Bolton. Their combined skills complement the firm’s existing areas of expertise and serve to bolster our corporate and commercial offerings. We’re looking forward to working closely with you all.” ■

Taylor Rose Wins Significant Contract with Andrews Property Group

Taylor Rose, the leading independent law firm, has announced it has secured an exclusive three-year contract with Andrews Property Group (“Andrews”).

The agreement will see Taylor Rose provide its residential property services across three key regions for Andrews – Bath and Bristol, Gloucestershire and the South East – as well as other areas such as private client and property litigation.

Operating since 1946, Andrews has evolved into one of the largest property groups in Southern England, with 40 sales and lettings branches across Bath, Bristol, Gloucestershire, Kent, London, Oxfordshire and Surrey. Its services include sales and lettings alongside ancillary services such as mortgage, land and new home purchases, block and estate management and corporate client services.

The partnership will strengthen Taylor Rose's leading position in the residential property market as well as delivering a regular income stream to other legal services. The firm recently announced a strategic restructuring, consolidating operations around three divisions: property & private client, dispute resolution and corporate commercial.

Leading the partnership for Taylor Rose will be Hannah Wright, the recently announced Head of New Business for Taylor Rose, alongside

account manager David Graham, with additional strategic advice and counsel from Commercial Director Ruben Perin and Technical Director for Residential Property Anton Osborne.

Lead solicitors on residential property work will be Bonita Nijran for the Bath & Bristol region; Narin Nesari for the South East region; and Emma Shahmoradian for the Gloucestershire region, each supported by a team of 5-7 solicitors handpicked for the relevant teams.

David Powell, Managing Director, Andrews Property Group, said: “Taylor Rose has demonstrated a deep understanding of the estate agency business and importantly, how to develop a true partnership that delivers high-quality services at a speed that ensures our clients’ needs are being met and that they get the service they expect.”

Hannah Wright, Head of New Business at Taylor Rose, said: “Andrews is one of the best-known and most respected property groups in the South of England. This is a significant partnership that helps to boost our growth and strength in residential property and also demonstrates our ability to manage large and complex relationships in a way that delivers satisfied customers." ■

L-R Brigitte Simpson, Ayomide Emiola, Adam Chalker and Helen Ryan

Taylor Rose Announces New Partner Promotions

Taylor Rose, the fast-growing and innovative UK law firm, is pleased to announce a series of new partner promotions, with the majority taking place in its leading residential property division.

The company has created nine new partners in total, with seven of them in its Residential Property teams across the UK, as well as new partners announced in its commercial property and family law teams.

The promotions are as follows:

Residential Property

Bonita Nijran

Bonita has a deep understanding of the complexities inherent to residential property transactions. Her predominant experience is high-net-worth sales and purchases, which also includes acting on behalf of company clients, re-financing including bridging loans, developer sales, deeds of variations, new builds, shared ownership, right to buy as well as lease extensions and transfer of equity. Bonita is based at Taylor Rose’s Carter Lane office in London.

Nina Koushi

Nina specialises in sales, re-mortgages and lease extensions for both freehold, leasehold and newly built properties for both individuals and developers. Based in Ealing, she currently specialises in high-net-worth transactions within London as Taylor Rose continues to grow its offering within the capital.

Emma Shahmoradian

A conveyancing specialist, Emma is wellversed in managing technical transactions involving complex property issues. Her experience covers traditional and modern

method auctions, unregistered land, grants of new leases, deeds of surrender and regrant, lease extensions, transfers of equity and right-to-buy schemes. She has been in charge of implementing and growing a new team of lawyers in the Fulham office having successfully overseen the firm’s reestablishment within the area.

Faye Ransley

Faye is a Licensed Conveyancer with vast experience in sales and purchases of freehold and leasehold properties, remortgages, transfer of equity, and park homes. Faye manages the company’s office in Eastbourne and is extremely passionate about providing an efficient, friendly and superior service to all her clients.

Harley Jaggard-Jones (Consultant)

A conveyancer specialising in new-build transactions, Harley started working at Taylor Rose in 2009 after leaving school as a temporary administrative assistant. She has since worked her way up through the firm, via a number of the departments - from reception to litigated costs and eventually settling in the property department. Over the last decade, Harley has worked her way up to team leader before becoming a consultant in 2020. She is now highly recognised by national developers and the new build industry.

Jane Baird (Consultant)

Based in Peterborough, Jane manages buy-tolet transactions involving mortgage, bridging and limited company finance, including sales and purchases within auction timescales. Jane is also well versed in transfers of equity and equity release matters, and the preparation of new leases. Since joining Taylor Rose five years ago, she has built a sub-consultancy team of 13 that is still expanding and has secured several strong commercial relationships.

TWM strengthens Family team with appointment of Justin Osei

TWM Solicitors is delighted to announce the appointment of Justin Osei as a Solicitor in the Family team, to meet the increased demand for services in the South East. Justin will support the Family team in the firm’s Reigate office in all family law matters relating to divorce and separation, matrimonial finances and private children law.

Justin has worked in the family law sector since 2021 and qualified as a Solicitor in February 2024, having relocated from London to complete his training contract with a specialist family law firm based in North Devon. Justin went on to work in the Family team at Everys Solicitors, Devon, before returning to the South East to join TWM in November 2024.

Sophie Durkin (Consultant)

Based in Peterborough but with a significant client base around the York area, Sophie is a consultant conveyancer with 23 subconsultants working under her. Covering all elements of residential property from leasehold and freehold to shared ownership, right to buy, remortgages and transfers of equity, Sophie prides herself and her team on delivering exceptional service and has high ambitions to keep growing her team.

Commercial Property

Lynne Cook

Lynne has over 25 years of experience and is based in Warrington. Her experience includes landlord and tenant issues to leases, assignments, surrenders and licenses, and sales and purchases of various types of commercial property.

Family Law

Louisa Bazett

Louisa’s expertise resides within family law, children's law, and domestic abuse and violence. Based in our Southcoast Family Team, she has covered childcare matters, divorce, private children and domestic abuse proceedings with considerable success.

Adrian Jaggard, CEO of Taylor Rose, commented: “It is something of a cliché to say that people are our greatest asset but nonetheless it is absolutely true. The team members we have promoted to partner have all gone above and beyond to deliver great work to our clients and to live and breathe our values. We are proud to be able to develop and support our teams – whether employed staff or consultants – so they feel they can develop a rewarding long-term career at Taylor Rose, as well as helping us achieve our growth ambitions in key markets.” ■

Commenting on the recent appointment, Caroline Keeley, Head of Family Law, said: “It is with great pleasure that we welcome Justin to our expanding Family team and into our busy Reigate office. Justin’s appointment will strengthen our ambitions and continue to service our growing number of clients.”

Justin said: “I’m pleased to be joining the firm at this exciting time, working alongside such experienced and specialist family lawyers. TWM’s Family team has a strong reputation for its extensive expertise across a range of family law work in the South East. I’m keen to build on its strong reputation and I look forward to contributing towards the team’s growth and development and make a positive difference to our clients.” ■

8 Reasons Solicitors Prefer Clio for Their Practices

In the fast-paced and competitive legal industry, solicitors need innovative tools to streamline workflows, enhance efficiency, and drive growth. Clio, the leading legal software, has become the go-to solution for solicitors across the UK. By leveraging Clio's powerful features and integrations, solicitors can transform their practice, achieve greater efficiency, and unlock new growth opportunities. Let's explore why solicitors choose Clio as their trusted legal software solution.

1. Streamlined Workflows: Clio's features centralise case information, reducing manual tasks and saving time.

“Since moving to Clio, we've saved time, our client service has improved, and our profits have increased. We only wish we'd made the move sooner” - Ali Bukhari, Founder, Bukhari Chambers.

2. Enhanced Collaboration: Solicitors can collaborate seamlessly with colleagues and clients, fostering teamwork and improving service.

3. Remote Work Capabilities: Clio's cloud-based platform enables solicitors to work from anywhere, ensuring productivity and client service.

“With Clio, I could successfully support remote working and build a practice with lower overheads. Over the past three years, Clio has become the essential tool for our firm's growth.” - Arun Chauhan, Founder, Tenet Law.

4. Time and Expense Tracking: Simplified tracking and accurate invoicing improve cash flow and client trust.

“Clio has helped tighten our time recording and increased our chargeable hours. It is a fantastic tool for reconciling and tracking transactions in my client account. I can not imagine going back to the way I used to manage my client accounting.” Adele Hunt, Practice Manager, East Devon Law.

5. Financial Management: Insights into firm finances drive growth with our Law Firm Performance Dashboard and with integrations with popular accounting software.

6. Client Relationship Management: Features like client intake, onboarding, and appointment scheduling enhance client satisfaction and loyalty through Clio Grow.

“Clio Grow has helped save my practice. I’ve been a Clio Grow customer for over a year, and the volume of leads my firm receives would be impossible to track without Clio Grow. The system is intuitive and easy to use.” - Lara Evans, Practice Manager, Ubique Legal.

7. Comprehensive Support and Training: Clio provides exceptional support and resources for a smooth transition and ongoing learning.

8. Industry Recognition and Trust: Trusted by thousands of solicitors and compliant with GDPR and SRA compliances.

“The Law Society is delighted that Clio is one of its recommended partners and offers a completely cloud-based case management software. We identified Clio as a supplier that suits our members’ needs, especially as business efficiency is central to performance.”—Fiona O’Mahony, Law Society of England & Wales.

Solicitors choose Clio for its ability to transform legal workflows, enhance efficiency, and drive growth. Join the thousands of solicitors who have chosen Clio as their trusted legal software solution and experience the transformative power it brings to your practice. Start your Clio journey today. Plans from just £49 per user/per month.

To read more Clio customer success stories, visit our site, Clio.com/uk/customers. ■

THE LAW SOCIETY REPORT

THE LATEST NEWS AND UPDATES ON THE WORK OF THE LAW SOCIETY

INFLUENCING

Industrial strategy consultation - Law Society response

We've responded to the UK government's consultation on its industrial strategy, Invest 2035, which sets out a 10-year plan for achieving the highest sustained economic growth in the G7one of the Labour Party's five missions for Britain.

The consultation sought views on the government's approach. It also asked how challenges in the following areas might be addressed: skills; competition; technology adoption. Legal services play an essential role within our economy and should be a priority in the industrial strategy. We highlighted how the legal sector is a partner for growth, and has seen a 45% increase in turnover from 2013-22. It has contributed £74.4 billion in turnover and £57.8 billion in GVA.

We have said that the government can do more to support our sector through the industrial strategy by prioritising legal services, which will ensure the sector's long-term growth and development over the next decade.

This consultation was the first step towards embedding the needs and priorities of our members in the government’s plans. We’ve recommended the strategy involves direct engagement with legal professionals and stakeholders to ensure that policies are informed and effective.

Next steps

The final industrial strategy will be published in spring 2025 and will be shared alongside a multi-year spending review, which will set the budgets for government departments. As part of the next stage of the industrial strategy, the government will prioritise a series of sub-sectors. We want legal services to be recognised as a leading subsector, and will ensure it receives the policy attention and support from government that it deserves.

You can download our full response to the consultation and can find out more about the ongoing activities of our Public Affairs team by signing up to our Parliamentary Report.

MEMBERSHIP ENGAGEMENT

Get Involved Programme

We are hosting a briefing session for local law societies’ stakeholders on 21 January 2025. RSVP details will be circulated in due course. Attend to learn how the Law Society is proposing to engage thousands more members in its work.

Student Hub

We are delighted to share with you the Law Society's new student hub (https://www.lawsociety.org.uk/career-advice/law-

students/). As part of our aspiring solicitors initiative, this hub is the first stage in developing more resources and support for those who are looking to start their legal careers. It aims to help aspiring solicitors stay up to date with the essential skills and experience they need, alongside their own knowledge, to prepare for a career in law.

Women in Law Pledge

The Women in Law Pledge calls on organisations to commit to gender balance at all levels in the legal profession, addressing the gender pay gap and other inequalities affecting women in law. Now in its fifth year, the pledge has 54 organisations committed to gender equality and inclusion.

Other guidance and resources

We have recently published new guidance to support Black, Asian or minority ethnic students entering the profession, new guidance on disability terminology, and a new impact story. We are keen to share examples of best practice where an activity or project has had impact. Get in touch with the team to share your impact story to support our Diversity and Inclusion Framework.

You can find our full suite of tools, guidance and resources on our diversity and inclusion hub.

Join Council

Could you be the voice for solicitors in your local area?

You could help shape our strategy and business plans, act as an expert legal voice when we speak to the media, or make sure our members' views are reflected when we talk to government about key legislation and reform, by standing for election to our Council.

It's not just an opportunity to network - each year, a member of our Council is elected to become our next deputy vice president, before ultimately going on to become the president of the Law Society. Standing for election could not only lead to you having a say in who is chosen, it could put you on the path to becoming that person.

Nominations are open until 14 January 2025 apply and find out more information on our website.

You can also read more about how we are governed and the Council Members and Elected and Appointed Members who help set the strategic direction of the Law Society. ■

Unlock the Power of Knowledge with Surrey Law Society's 2025 Training Programme!

We’re excited to unveil the Surrey Law Society’s full training, events, and social programme for 2025! Packed with opportunities for professional development and social connection, here are some highlights you can look forward to:

• Enhanced Training Opportunities:

• More in-person sessions: Private Client, Property, and Management topics will take centre stage throughout the year.

• New Employment Law programme: Tailored for practitioners seeking to deepen their expertise.

• Flexible online learning: In-depth courses accessible from anywhere, with recordings available for convenience.

• Free webinars: Professional development at no cost, exclusively for SLS members.

• Exciting Social Events:

• Member favourites return, including the Past President’s Championship Cup and Quiz & Pizza Night

• New regional socials: Get ready for a fun evening of cricket or an escape room challenge this March!

• An exciting opportunity to join local MPs and peers from local law societies across the country at the County Societies Group Westminster Reception.

• The 7th Annual SLS Legal Awards:

Mark your calendar for 16th October at G Live, Guildford, where we’ll celebrate excellence in the legal profession with a spectacular evening of awards, entertainment, and networking.

Whether you’re looking to enhance your skills, grow your connections, or enjoy some well-earned downtime, we’ve got something for everyone.

Explore the full programme and book your place today. We can’t wait to see you in 2025!

More information and booking at www.surreylawsociety.org.uk. ■

SLS Pricing

Webinars & Workshops (1 hour):

including notes and a copy of the recording

• Member Fee: Free of Charge

• Non-Member Fee: £45+VAT

Online Courses (1.5- 2 hours): including notes and a copy of the recording

• Early Bird Member Fee: £65+VAT

• Standard Member Fee: £75+VAT

• Non-Member Fee: £120+VAT

• Trainee Fee: £40+VAT

Extended Online Courses (2.5 hours): including notes and a copy of the recording

• Early Bird Member Fee: £85+VAT

• Standard Member Fee: £95+VAT

• Non-Member Fee: £140+VAT

• Trainee Fee: £45+VAT

Members Offers

Double the Learning, Half the Price: Book one SLS Training course in 2025 and receive a second one at half the price. Ensure both courses are of the same type and secure your bookings before 31 March 2025 to unlock this exceptional offer

Courses (3 hours): including notes, refreshments and networking

• Early Bird Member Fee: £105+VAT

• Standard Member Fee: £125+VAT

• Non-Member Fee: £195+VAT

• Trainee Fee: £50+VAT

Social Events & Awards:

Details of fees will be announced with the invitations for each event.

Kindly be aware that there is an additional 1.5%+80p booking charge applied to the overall ticket 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. Make your bookings before 31 March 2025 to take advantage this exclusive Season Ticket privilege ■

SLS Training & Events Programme 2025

JANUARY 2025

29.01.25 | 12.30 – 1.30pm | Webinar | Property DEVELOPMENT RISKS UNDER THE LABOUR GOVERNMENT

Speaker: Paul Addison, DevAssist

FEBRUARY 2025

12.02.25 | 12.00 – 2.30pm | Extended Online Course | Property BUILDING SAFETY ACT – BEYOND THE THEORY: PRACTICAL GUIDANCE FOR LEGAL PROFESSIONALS

Speaker: Anna Newport, Newport Law

24.02.25 | 12.30 – 1.30pm | Webinar | Employment REDUNDANCY CONSULTATION FOLLOWING ADP RPO UK LIMITED V HAYCOCKS

Speaker: Charlene Ashiru and Kieran Wilson, Littleton Chambers

26.02.25 | 12.00 – 1.30pm | In-Person Round Table | HR / Learning & Development GRADUATE SOLICITORS APPRENTICESHIPS - HOW THEY CAN HELP YOUR TRAINEES PASS THE SQE Roundtable with The College of Legal Practice

MARCH 2025

11.03.25 | 12.30 – 1.30pm | Webinar | Costs MAXIMISING COSTS IN LITIGATION: PRACTICAL STRATEGIES FOR INCREASING PROFIT MARGINS

Speaker: Sue Nash, Elite Law Solicitors

13.03.25 | 5.30 – 7.30pm | Event | Social SLS KINGSTON SOCIAL –THE GREAT ESCAPE

Venue: Escape Hunt, Kingston

19.03.25 | 2.00 – 5.00pm | In-Person Course | Private Client FAMILY INVESTMENT COMPANIES EXPLAINED: KEY CONCEPTS AND THE FUTURE OF FICS WITH BPR CHANGES ON THE HORIZON

Speaker: Edward Emblem, Evelyn Partners

MARCH 2025 (Cont.)

Date TBC | 12.00 – 1.30pm | Online Course | Property AML COMPLIANCE FOR RESIDENTIAL CONVEYANCERS: NAVIGATING REQUIREMENTS AND AVOIDING PITFALLS

Speaker to be confirmed

27.03.25 | 6.00 – 8.00pm | Event | Social SLS GUILDFORD SOCIAL –A NIGHT AT THE WICKETS

Venue: Sixes – Social Cricket, Guildford

APRIL

2025

23.04.25 | 12.30 – 1.30pm | Webinar | Employment RELIGION AND DISCRIMINATION

Speaker: Sarah Fraser Butlin KC, Cloisters

24.04.25 | 12.30 – 1.30pm | Online Course | Private Client PENSIONS AND DEATH BENEFITS: AN INTRODUCTORY GUIDE TO UPCOMING CHANGES

Speaker: Andrew King and Bertrand Pole, Evelyn Partners

30.04.24 | 2.00 – 5.00pm | In-Person Course | Private Client ADVISING CLIENTS IN 2025: PRACTICAL GUIDANCE INCLUDING POST-BUDGET CHANGES TO TAX, RELIEFS, AND SUCCESSION PLANNING

Speaker: Professor Lesley King

Venue: Stevens & Bolton, Wey House, Farnham Rd, Guildford GU1 4YD

MAY 2025

01.05.24 | 12.30-1.30pm | Webinar | Private Client THE NEW NON-DOM REGIME: A CLEAR GUIDE FOR PRACTITIONERS

Speaker: Julie Man, Russell-Cooke

13.05.24 | 2.00-4.00pm | Event | Parliamentary COUNTY SOCIETIES GROUP WESTMINSTER RECEPTION

Venue: Terrace Dining Room, The Palace of Westminster

SLS Training & Events Programme 2025 (Cont.)

MAY 2025 (Cont.)

14.05.24 | 12.00-2.00pm | Online Course | Family MASTERING COMPLIANCE IN FAMILY LAW: FPR UPDATES, DISCLAIMERS, AND RISK MANAGEMENT

Speaker: Karen Barham, Moore Barlow & Victoria Clarke, Elite Law Solicitors

JUNE 2025

11.06.25 | 09.00-11.30am | In-Person Course | Management DELIVERING EXCEPTIONAL CUSTOMER & PROSPECT EXPERIENCES: A PRACTICAL WORKSHOP FOR SURREY LAW SOCIETY MEMBERS

Speaker: Paul Matthews, insight6

25.06.24 | 2.00 – 5.00pm | In-Person Course | Property RESIDENTIAL CONVEYANCING UPDATE 2025: STAYING AHEAD IN A CHANGING LANDSCAPE

Speaker: Stephen Desmond

JULY 2025

02.07.25 | 12.30 – 1.30pm | Webinar | Employment WORKER STATUS

Speaker: Jason Galbraith-Marten KC, Cloisters

03.07.25 | 6.00 – 10.30pm | Event | Social PAST PRESIDENT’S CHAMPIONSHIP CUP

Event: Daytona Sandown, Esher

SEPTEMBER 2025

11.09.25 | 12.00 – 2.00pm | Online Course | Private Client THE FUTURE OF LASTING POWERS OF ATTORNEY –ADDITIONAL SAFEGUARDS AND A COMMON SENSE APPROACH

Speaker: Helen Forster, HTF Legal

Date TBC | 12.00 – 1.30pm | Online Course | Private Client ADVISING ON CLIMATE RISKS: A CONVEYANCER’S TOOLKIT

Speaker to be confirmed

17.09.25 | 12.00 – 2.00pm | Online Course | Family NAVIGATING DIFFICULT BEHAVIOURS FROM LITIGANTS IN PERSON: BEST PRACTICES AND CONFLICT MANAGEMENT

Speaker: Victoria Clarke, Elite Law Solicitors

SEPTEMBER

2025 (Cont.)

25.09.25 | 12.30 – 1.30pm | Webinar | Property

SDLT – THE LATEST DEVELOPMENTS AND EMERGING RISKS FOR RESIDENTIAL CONVEYANCERS

Speaker: Stephen Desmond

OCTOBER 2025

16.10.24 | 6.30 – 11.30pm | Event | Awards SLS LEGAL AWARDS 2025

Venue: G Live, Guildford

NOVEMBER 2025

06.11.25 | 12.30 – 1.30pm | Webinar | Family

NON-COURT DISPUTE RESOLUTION IN PRACTICE: KEY UPDATES AND BEST PRACTICES

Speaker: Karen Barham, Moore Barlow

12.11.25 | 1.00 – 3.00pm | Online Course | Property ENFORCEMENT OF PLANNING & BUILDING REGULATIONS AND NHBC STANDARDS: PRACTICAL INSIGHTS FOR CONVEYANCERS

Speaker: Richard Snape, Davitt Jones Bould

DATE TBC | 12.30 – 1.30pm | Webinar | Private Client PRIVATE CLIENT CASE LAW UPDATE 2025: KEY DEVELOPMENTS AND PRACTICAL IMPLICATIONS

Speaker to be confirmed

13.11.25 | 12.30 – 1.30pm | Webinar | Employment VULNERABLE PEOPLE: DISABLED PEOPLE AND CPR

Speaker: John Horan, Cloisters

DATE TBC | 2.00 – 5.00pm | In-Person Course | Private Client WILL DRAFTING RED FLAGS –AVOIDING COMMON PITFALLS

Speaker: James Lister, Stevens & Bolton

20.11.25 | 6.00 – 10.00pm | Event | Social SLS ANNUAL QUIZ AND PIZZA NIGHT

Venue: Rogues Bar, Guildford

Hart Brown Triumph at SLS Quiz and Pizza Night

The Surrey Law Society (SLS) Quiz and Pizza Night, held on Thursday 28th November, was a sell-out success and a highlight of the Society’s 2024 social calendar. Hosted at the lively Rogues Bar in Guildford, the evening brought together teams from esteemed member firms and patrons, creating a vibrant atmosphere filled with camaraderie and competitive spirit.

Teams from Charles Russell Speechlys, Burley Geach Solicitors LLP, Moore Barlow, Blackfords LLP, Pearson Hards Solicitors, Evelyn Partners, Nichols Marcy Dawson, Gordons Partnership, and S Abraham Solicitors battled it out across 100 challenging general knowledge questions, expertly delivered by our quizmaster, Kieran Bowe. The questions, ranging from geography and history to pop culture and acronyms, tested participants’ teamwork and trivia skills.

After a closely fought competition, Hart Brown Solicitors triumphed, claiming the prestigious Mike Coverley Cup. Alongside the trophy, the winning team received a £250 restaurant voucher, generously donated by Landmark Information Group.

The evening was made possible by the invaluable support of our sponsors: Landmark Information Group, Evelyn Partners, Finders International Probate Genealogists, and Chadwick Nott Legal Recruitment. Their contributions ensured a fantastic experience for all, including the delicious pizza spread.

For those who missed out, could you have answered questions like “How many U.S. states begin with the letter ‘N’?” or “What does the ‘P’ in the acronym PDF stand for?” If so, you might want to start assembling your dream team for next year!

Planning is already underway for the 2025 Quiz and Pizza Night, and we’re confident it will be just as enjoyable as this year’s event. Whether you’re eager to compete for the Mike Coverley Cup or simply looking to enjoy a slice of pizza with colleagues, we hope to see you there. 

Council Member’s Report

BY SUSHILA ABRAHAM

As we approach the close of another year and a new government with new policies and taxes let us not lose hope for a better 2025.

A warm welcome to the National Law Society’s new President Richard Atkinson, Vice President Mark Evans and Deputy Vice President Brett Dixon. Two Surrey junior Solicitors Bethany Walker and Martin Whitehorn were elected to represent the Junior Lawyers Division on the Law Society Council.

No doubt you would have all read the report of the Legal Services Board’s independent review on the Axiom Ince case. We will have to wait to know what the LSB will do to proceed with enforcement action.

In the meantime, the SRA are consulting on potential changes to how and when law firms handle client money, and how this money is protected. I would encourage all of you to take part in the consultation as it will have a great impact on all the firms, especially high street firms. The consultation is open until 21st February 2025.

Our court system remains in crisis and the Law Society continues to work with the justice department on this. Criminal legal aid and the situation with prisons remain in crisis, but The Law Society President Richard Atkinson is continuing his discussion with the Lord Chancellor’s department in relation to more investment into the criminal justice system. Presently the backlogs are as follows:

• the Crown Court backlog reaching a record high 73,105 by the end of September 2024, 10% higher than September 2023 (66,426 cases).

• 16,505 of those Crown Court cases have been outstanding for a year or more.

the magistrates’ court backlog increased by 22% on the previous quarter to 333,349 at the end of September 2024.

See the Criminal court statistics quarterly: July to September 2024 at https://www.gov.uk/government/statistics/criminal-courtstatistics-quarterly-july-to-september-2024.

You can read more on Sir Brian Leveson’s radical review of the criminal court system in the Gazette and Solicitors Journal .

The Guardian reports that homebuyers and sellers in England and Wales must act quickly to ensure property sales are complete before new stamp duty rules come into force next April.

No doubt you would have read of Solicitors being targeted by climate activists and immigration firms also being attacked, this is something we have not seen before but we now seem to be targeted.

If you have any matters that you wish to raise with the Law Society, then please do not hesitate to contact me and in addition our two new junior solicitors on council.

In the meantime, and as we approach Christmas, I would like to take the opportunity of wishing all of you a Merry Christmas and a very prosperous 2025. Enjoy a well-deserved break. ■

Sushila Abraham Law Society Council Member for Surrey

“If

you have any matters that you wish to raise with the Law Society, then please do not hesitate to contact me and in addition our two new junior solicitors on council.”

Sushila Abraham

Why generative AI requires cultural change in law firms

Generative

AI is already disrupting the workplace across

many

sectors and the

legal profession has been identified as an area that will be significantly impacted at an early stage of this new wave of technology.

Many law firms are understandably cautious about the potential risks of the integration of such new technology into the workplace with data security and the accuracy of the data produced by AI being the principal objections to adoption. However, cautiousness can risk stifling competitiveness, growth and service quality and so at this time of rapid change, it’s critical for firms to find an approach that balances embracing AI’s potential whilst ensuring that staff use these technologies safely and effectively.

The common perception of AI

AI often has a negative perception attached to it with one common belief being that it is an incredibly complex tool to use and requires significant technical expertise. However, the beauty of generative AI lies in its ability to interact with humans in natural language, making it more accessible than challenging software interfaces. In fact, this can reduce barriers to adoption of new software features as little or no training is required.

The lack of accuracy or consistency of AI is often stated as a challenge to the legal sector and there are a number of well quoted cases where false citations were generated by the technology. It is true that AI can sometimes generate inaccurate or misleading information, known as "hallucinations”, however it is often due to misuse or a lack of understanding of how to use the technology. By providing proper training and guidance, law firms can mitigate these risks and ensure that AI is used responsibly.

Finally, we can’t have a discussion around the impact of AI without discussing the perceived threat that it will take over certain job roles in the profession. This threat is of course real and already starting to materialise, although those most at risk are the people and firms who are most resistant to its adoption. To counter this negativity, firms should focus on the productivity benefits from adopting this technology. In fact, when harnessed correctly, AI can enable growth of the business potentially creating more roles. There are already well documented success stories in the legal sector where this is the case.

Limiting

risk through awareness

One approach employed by firms to limit risk from AI is to impose strict restrictions on its use in organisations. However, this can be counterproductive and drive those staff wishing to use these tools into using personal devices and inappropriate software, creating confidentiality and data protection non-compliance.

Rather than imposing draconian restrictions, a better approach for law firms should be to cultivate a culture of AI awareness. This involves educating employees about the benefits and risks of AI, providing training on how to

use AI tools effectively, and establishing guidelines for safe and responsible AI usage. Better still, firms would benefit from encouraging their staff to use generative AI in their personal lives and providing training and inspiration for them to do so. The personal benefits achieved from this will likely translate into an enthusiasm to use this technology in the workplace.

It is essential to balance the need for innovation with the imperative to protect sensitive client data. While AI can significantly boost productivity, it's crucial to implement robust security measures to safeguard confidential information. By striking the right balance between flexibility and control, law firms can harness the power of AI while minimizing potential risks.

Attracting new talent

Another key consideration for a culture that embraces AI is the next generation of trainees law firms will be aiming to attract. The current generation of students are using generative AI on a daily basis and will expect to be able to use these tools in their day to day work life when entering the professional world resulting in firms who are AI laggards losing leading talent to more progressive organisations.

Firms should in fact be actively aiming to attract those law graduates with advanced AI skills to ensure they are equipped with the capability to compete in the digitally enabled economy. Generative AI expertise is rapidly becoming sought after and a skills gap is already emerging. Graduates represent one of the best opportunities to recruit AI competence during this period of rapid adoption.

Building an AI aware culture

It is already evident that generative AI is leading to a generational change in the workplace and the automation of the service economy will have a massive impact on the way legal services are provided and consumed. By starting with developing a responsible, AI aware culture and focusing on training, clear guidelines with a spirit of experimentation, law firms can both mitigate risks and ensure they do not fall behind in AI adoption. Ignoring AI is not an option; instead, law firms must embrace it, with the right safeguards in place, to thrive in the future of legal practice. ■

By Bruce Penson PRO DRIVE IT

Inheritance Tax and the Budget –

Are you affected?

This was a revenue-raising Budget on wealth transfer, particularly in the context of the South East. Now is the time to take advice, and we can help you in particular if you:

• Are a homeowner

• Have pension funds or other investment assets

• Own or part own a family business or own agricultural land

The Budget has extended the scope of Inheritance tax (IHT) significantly. You may have heard the rhetoric that IHT is only paid by 6% of estates, but of course that is a national number. The picture is very different in certain localities not least Surrey and surrounding counties. The South East already pays the most IHT of any English region at 28% of all IHT paid (2021/2022 latest HMRC data).

Broadly, the floor at which IHT becomes an issue for many is £325k (the nil rate band), whilst for those married or in civil partnerships it’s £650k jointly with appropriate planning. This may of course seem a significant number, but it does depend on context – average house prices in Guildford are £500k+.

On death, many owners will have paid down all mortgages and therefore property, often the family home, forms a significant part of estates. Most parents want the proceeds from sales to go to their children and family. There is a residence nil-rate band that extends relief where the family home is left to the children. However, when an estate reaches £2m the residence relief is tapered away to zero by £2.35m.

Other factors at play include:

• The nil rate band is frozen at £325k until 2030, it was last increased in 2009/10

• There is an additional residence nil-rate band of £175k, as mentioned above

• Unused pensions will be included in your estate from 6 April 2027, resulting in up to 40% IHT – this is a significant change currently a pension is not considered part of your estate and can pass IHT free

• Currently IHT reliefs for shares and interests in family businesses passed on death can mean that there is 100% relief from IHT where specific conditions are met. The Budget introduced a new lifetime £1m allowance from 6 April 2026 for assets qualifying for this relief, with any excess charged to IHT at an effective 20% rate. Generally, a family business is now caught and will need liquidity to pay tax. There is no scope to transfer this allowance to your spouse, as with the normal nil rate band

• Previously certain AIM shares carried relief from IHT, whereas now that relief is also reduced to an effective rate of IHT at 20%

Combine all or some of these and the picture is one where anyone with an average house, modest investment and/or a pension profile needs to review their IHT position. Increasing house prices and long term trends in stock markets, combined with frozen reliefs and inflation, means more and more estates will come into the scope of IHT. This will be acute in the South East where there is a significant transfer of wealth between generations, compared to the national picture.

We often find that when we factor in potential inheritances that you might receive, or model what beneficiaries’ estates might look like post inheritance, there is a much more significant exposure. Shifting assets by a generation may well compound the exposure to IHT, meaning it is important to look strategically at your position now and on a look forward basis. You could make sensible provision for yourself and then consider when and how gifts are made. You should also bear in mind that tax rates and reliefs depend on individual circumstances and may change again in the future so seeking advice is important.

At Evelyn Partners we field these questions and discuss these complexities all the time. We have a wealth of experience in dealing with these issues, not only looking at the tax issues but also, as part of our wider Group, the financial planning and investment aspects. So much of the discussion is around making sure that what the family has built goes to the family, while ensuring that whenever assets are passed to future generations we have factored in IHT exposures and can deal with them.

We are local to you with our offices in Guildford. We have families, friends and business relationships all wresting with these issues alongside you. Please join the conversation, get in touch and we will see how we might help you overcome these difficult issues long before you are forced to think about them. ■

Claire Perrett Partner, Evelyn Partners LLP

Claire Perrett

Why is legal practice management important, what impact does it have on risk and compliance, and how can your law firm drive efficiency and maximise revenue?

WHAT IS PRACTICE MANAGEMENT SOFTWARE?

Practice management for law firms is essentially the art of keeping all the moving parts of a legal practice working seamlessly.

It’s the combination of strategic, administrative, and operational processes that optimise the day-to-day operations of a legal practice.

We’re talking about:

• Client, case, and document management

• Automatic time capture

• Know your client (KYC) checks

• Ensuring compliance and addressing risk management

• Managing legal accounts

• Customisable reporting suite

WHY IS IT IMPORTANT?

It’s not an overstatement to say that practice management software is essential for law firms striving to succeed in today’s competitive legal market.

A well-managed law firm delivers exceptional client service, consistently meets deadlines and maintains clear communication. These advantages lead to higher client satisfaction and retention.

THE BENEFITS OF PRACTICE MANAGEMENT SOFTWARE FOR LAW FIRMS

There’s a whole host of benefits to implementing a solid practice management system.

Increased productivity: Simplifying tasks like document management, client communication, and scheduling gives you more time to focus on core legal work.

Enhanced client satisfaction: This, in turn, leads to better client service with quick response times, accurate billing and transparent communication boosting client loyalty.

Complete practice oversight: Track performance at practice, department and individual level to monitor billable work and revenue.

Secure management of client money: Easily facilitate monetary transfers, post bills, pay disbursements and other ledger transactions. Improved efficiency: Streamline administrative tasks, automate processes, centralise information and ensure nothing is overlooked, saving time and costs.

Know your legal clients: Conduct and record due diligence checks to verify identities before engagement.

Secure client information: Store all client, contact and case information securely, making it easily accessible.

Reduced risk: Robust compliance features help your firm meet regulations and ethical standards, reducing the risk of malpractice and legal disputes.

Financial control: Ensure accurate financial records with general and trust accounting, and straightforward billing to help you stay in control of your firm’s finances.

Reporting and analytics: Gain valuable insights through reporting tools that enable you to make data-driven decisions for growth.

WHY CHOOSE UNITY® PRACTICE MANAGEMENT?

Dye & Durham delivers a flexible, friendly and scalable solution – taking the stress out of running your law firm while remaining fully compliant. Cloud-based and robust, and delivered by a Law Society Strategic Partner, Unity® Practice Management offers a comprehensive dashboard overview of your practice so that you can focus on what matters most –building a more efficient, profitable, competitive and successful law firm.

Our software is trusted by over 750 small to medium-sized law firms in the UK and meets all rigorous regulatory requirements to ensure that you’re managing cases and monies correctly.

And now, Unity® Practice Management includes new features to make your practice even more efficient, including:

• DeeDee, your legal information AI assistant, that can help research, draft, and answer legal questions and streamlines tedious tasks so that you can compete better and maximise fee-earning time.

• Easy-to-order residential conveyancing searches that meet independent compliance standards, follow a standardised format that makes it easy to quickly share key insights with your clients, and simplify accounting and cost management with national pricing.

• Instant AML checks including PEP, Sanction, Adverse Media, Law Enforcement, and Disqualified Director checks for improved risk management

PRACTICE MANAGEMENT TOP FOUR TIPS

If you remember anything from this article. Let it be these key points:

Tip 1: Actively encourage everyone in your firm to use the practice management system as their primary tool.

Tip 2: Use the data insights from your practice management system to make informed decisions, monitor performance and identify areas for improvement.

Tip 3: Allow the practice management software to handle tedious admin tasks, freeing your team to focus on practising law and impressing clients.

Tip 4: Ensure client information is securely stored. Protecting your firm’s data not only meets ethical and legal standards but also reaps benefits for your firm with clients by building client trust and enhancing your reputation as a trustworthy and reliable practice.

FURTHER READING

The Complete Legal Practice Management Playbook: Your Roadmap to Law Firm Success is available in full as our latest eBook, covering everything from the evolution of cloud-based practice management systems to potential pitfalls of software selection, to glossary of practice management terms, and more. Download our eBook at dyedurham.co.uk

■

AHow the New Labour Government Could Impact the Legal Sector and Create New Challenges and Opportunities for UK Solicitors and Law Firms

s with any new system of government, the new Labour government’s policies are poised to affect many sectors and professions across the UK, including the legal sector. The government’s budget, which emphasises investment in public services, environmental policies, and new demands from employers, will change the market for solicitors and firms. This article examines some key areas of change, growing sectors, and the opportunities and challenges that the new government will present.

Challenges the Budget and Reforms Poses to the Legal Market

One of the first key considerations in the market is the new national insurance contributions. For law firms, these requirements drive up the overall costs of employing new staff, making each hire a serious consideration as the tax contributions may demand a higher level of profitability from the position than before. This has a subsequent effect on prospective employees, with the new demands on employers intensifying scrutiny during hiring, as firms are likely to become more selective to mitigate risks and costs. This could mean firms adhering to stricter recruitment strategies and a potential dip in hiring whilst the new laws come into place. For lawyers, job opportunities may diminish, with greater competition, particularly for NQs and juniors, making it crucial to adapt career goals to factor in the current needs and in-demand areas in the market. However, the legal market does remain buoyant, and firms are generally still receptive to strong solicitors particularly those with a business case or contacts etc.

Another key reform is flexible working. The new government expects flexible working to be a standard for new employees. Therefore, firms will need to factor this in when recruiting, as the trend now firmly places flexible working as a standard as opposed to a benefit.

Surge in Demand for Property, Planning and Environmental Law Specialists

One of Labour’s key reforms was the plan for the development of 1.5 million homes in the UK during their leadership, which resulted in an almost inevitable increase in property roles in commercial, developmental, and residential positions. As the government pushes for stricter environmental regulations, planning and environmental work is also expected to increase in demand, as Labour’s commitment to emissions targets and tighter corporate accountability standards will likely drive the demand for skills in the various sectors related to property and environmental matters.

For law firms, this creates a recruitment challenge, both in terms of hiring and keeping staff, as the increases in the work will likely drive up salaries and offerings to those with strong skills and experience. Competing for these specialists will likely mean firms need to enhance their recruitment offerings, from salary increases to benefits packages, and the potential for career progression. From a lawyer’s perspective, this means more opportunity and we are already beginning to see more roles in real estate and planning at various levels. Lawyers across property and planning should be ensuring they’re receiving the most competitive salary and best career development as these skills become more in demand.

Increased Competition for Private Client Lawyers

Labour’s new budget, which includes tax adjustments targeting high earners and corporations, is expected to drive up demand for lawyers specialising in tax law, wealth management, and estate planning. Firms with private client practices and in-house teams focused on tax and wealth management are likely to see or are already seeing increased workloads as clients respond to new regulations, tax thresholds, and compliance requirements.

For law firms, this heightened demand for tax and wealth management specialists could make recruitment increasingly challenging. Private Client law is already a competitive area in the Southeast, and the new budget may lead to a surge in client demand that further narrows the talent pool. Firms may find it necessary to adopt targeted recruitment strategies, including lateral hires, to secure tax law talent. Firms competing for top-tier tax and wealth management lawyers may also need to offer signing bonuses or progression/partnership opportunities. Again, if you specialise in private client law both contentious and non-contentious, now is an excellent time to explore your options.

Adapting Recruitment Strategies to the New Laws

The Labour government’s budget is forcing law firms to rethink their recruitment strategies, firms are likely to experience challenges in balancing budget constraints with the need to offer competitive packages. The need to also provide flexible working options as standard to new employees can also prove challenging for smaller practices that perhaps don’t have the infrastructure in place to make this work.

Firms might also need to adapt to a shifting candidate mindset, particularly among younger lawyers who are increasingly seeking positions that align with their values. Labour’s policies on social justice and environmental sustainability may appeal to candidates who prioritise purpose-driven work, providing law firms with a potential recruitment edge if they emphasise these attributes in job offerings.

For candidates, the new laws mean that a stricter recruitment agenda for firms is likely due to new employee-focused measures. It is crucial in the market to be transparent about your individual needs, but also to understand that firms have various considerations, particularly with the new reforms, therefore, a reasonable and considered approach to ensure your needs and the firms are met is essential to securing a new role.

To discuss the market in more detail, including opportunities and recruitment strategies, do get in touch with Will Webster at Chadwick Nott: ■

Will Webster CHADWICK NOTT

One of our new partners, The College of Legal Practice has Graduate Solicitor Apprenticeship (GSA) places available for February and March 2026. Whilst there is uncertainty with long term funding, these programmes are going ahead and could be the last opportunity for fully funded GSA places.

In this article, Dr Giles Proctor, CEO of The College of Legal Practice, explains why he believes Graduate Solicitor Apprenticeship (GSA) Programmes can give both employers and individuals the best possible opportunities to help employees qualify via the SQE route.

What is a GSA?

Many people have heard of 6-year solicitor apprenticeships, well the GSA is a graduate entry solicitor apprenticeship programme that trains apprentices to pass the SQE1 and SQE2 whilst also producing the workplace evidence portfolio that meets Qualifying Work Experience (QWE) requirements. Solicitor apprenticeship programmes end with the SQE2 assessment and provide a qualification route to becoming a solicitor. There are programmes available for law and non-law graduates.

Here at The College of Legal Practice, we are starting to see firms include graduate solicitor apprenticeship programmes within their early careers training portfolios, and guess what? We think that these apprentices have a very strong chance of passing the SQE first time around.

We see the GSA as a unique collaboration between a higher education provider and a legal services organisation. We work closely with our client firms on their programmes, and we are finding that there are some key differences with this programme and SQE preparation courses that greatly benefit both the individuals and the employer.

SQE funding for you, the employer

As you might be aware, large employers can draw down 100% of the funding for the GSA through the Apprenticeship Levy, making this an efficient and sustainable way to bring in future solicitors. This funding channel is unique

Do graduate solicitor apprentices have the best chance of passing the SQE?

and can be put towards the full apprenticeship programme costs that includes training, coaching and SQE1 & 2 assessment costs, including one re-sit for SQE1.

If you are a smaller employer, good news, you can receive up to 95% of your apprenticeship programme costs from the government, if you are ineligible to pay the Levy.

Increased likelihood of passing the SQE and qualifying in two years

We are seeing in our student cohort, that those who are preparing for longer for the SQE are getting better results. It is no surprise that taking a 40-week course generates better outcomes than studying over 13 weeks.

In the GSA programme, the candidates have a structured learning pathway towards taking the SQE exams. Whilst they are training, in addition to personal supervision, they receive discrete coaching to support their progression. This pathway works brilliantly to ensure aspiring lawyers gain all the necessary preparation, skills and qualifications to become a fully qualified solicitor. In addition, unlike SQE preparation courses, engagement with the programme is mandatory for apprentices, monitored by Ofsted.

Retention and Progression

The GSA, unlike the 6-year programme, is for graduates only who have already spent time in the higher education system and are exploring their career ambitions. When you run your GSA application process, it is set up much like a training contract process, with rigorous interviews and clear expectations for employment, training and progression. Alongside being a stable point in a person’s career journey, the GSA has the benefit of extensive support to limit the chance of apprentices dropping out due to personal challenges. The 1-2-1 coaching provided allows the needs of students to be addressed at the earliest stage possible and the prerequisite support put in place swiftly.

Improving access and social mobility

You can help achieve your firm’s social mobility objectives through the introduction of Graduate Solicitor Apprenticeships. For many students, who are the first in their family to get a degree, let alone enter this rigorous profession, we hope that

having a clear and funded structure to progress will be the difference between pursuing their goals and not. This has a knock-on effect for employers, leading to increased social mobility, a more diverse workforce and eventually a pool of future solicitors that better represent the society they serve. The GSA also offers a fantastic opportunity for internal progression, with paralegals and legal executives using the GSA as a structured pathway to qualification.

Focus on delivering value for your clients

Traditional apprenticeship schemes take apprentices out of the workplace for a day a week, impacting on client delivery. With The College of Legal Practice’s programmes, apprentices can study virtually and flexibly, allowing them to focus on their work responsibilities and demands alongside their study. This approach also avoids the need for travel time and costs and give apprentices options for study outside core working hours if needed.

So, at the College, we believe the Graduate Solicitor Apprenticeship is highly valuable for employers and offers the structure to help apprentices pass the SQE. It provides a robust launch pad to fully integrate apprentices into your workplace and ensures that they have individual support and coaching to become your next valued cohort of NQ solicitors.

You can find out more about the College’s Graduate Solicitor Apprenticeship programme at https://www.collegalpractice. com/for-organisations/graduate-solicitorapprenticeships?utm_source=LawSociety&utm_ medium=Paid+Article&utm_ campaign=GSA+Campaign), and you are welcome to get in touch at https://www. collegalpractice.com/for-organisations/ contact?utm_source=LawSociety&utm_ medium=Paid+Article&utm_ campaign=GSA+Campaign if you would like any more information.

As part of a year-long partnership with the College, we will be hosting some small events in 2025 to look at the SQE in more depth and how you can best support and train your future solicitors. ■

Surrey Junior Lawyers Division

Ithas been a fantastic start to the Surrey Junior Lawyers Division’s new term! We have started as we mean to go on: with a busy, exciting and jam-packed schedule!

Our Chosen Charity

We are delighted to announce that the SJLD’s chosen charity of the year is the Grace Dear Trust. The Grace Dear Trust is a Surrey-based mental health charity set up by Grace Dear’s family after losing their daughter and sister, Grace, to suicide, only aged 27. The charity aims to help save the lives of other young people suffering from mental health issues. Working with a number of local schools, the charity raises awareness of mental health to reduce the stigma that surrounds mental health and encourage more people to speak openly about their feelings no matter how big or small.

We’re delighted to work with the Grace Dear Trust and look forward to helping them throughout 2025.

The SJLD Annual Christmas Quiz

December's festive cheer was in full swing at the SJLD's Christmas Quiz which was kindly sponsored by Guildford Chambers. Quizmaster Simon Morris (of Guildford Chambers) served up a delightful mix of questions that had everyone from junior lawyers to sixth formers (shout out to the Farnborough College attendees!) scratching their heads. Who knew Surrey was the most wooded county in England?!

The event wasn't just a battle of wits and IQ; ticket sales and raffles raised a fantastic £430 for the Grace Dear Trust, supporting their vital mental health work with Surrey's youth.

In addition to raising money for charity, the quiz allowed our members to network with other junior lawyers in a comfortable and informal environment (assisted by festivities, pizza and drink). Thank you, Guildford Chambers, for assisting with a brilliant event.

Diversity, Equity & Inclusion

In 2024, the tech industry's wave of DE&I team layoffs (Zoom, Microsoft, Google, Meta) prompted the SJLD to spotlight DE&I's importance in the legal sector during our inaugural webinar of our new term. Our panel speakers, Amandeep Khasriya, Shivi Rajput, Farah Khalid and Jeevan Athwal, gave an excellent insight into why DE&I remains crucial in the legal market.

The discussion touched on the necessity for law firms to embody the principles of DE&I authentically and not just ‘talk the talk’. Our speakers highlighted that it was crucial law firms move beyond performative gestures to ensure DE&I is reflected in the actual day-to-day workings of law firms.

Our panellists’ personal narratives provided an insight into the complexities of navigating a legal career while balancing cultural, religious and caregiving responsibilities. Our panellists spoke honestly and openly about real-life issues and shared strategies to move diversity and inclusion forward, proving that robust, actionable DE&I policies are not just beneficial for those it helps directly but essential for the legal industry's continued success.

Thank you not only to our panellists for their contributions, but also to Akarsshaa Bhargava (Universities & College Representative) for her excellent hosting of the webinar.

Did somebody say Masquerade Ball?! Yes. Us.

Postpone the family dinner, cancel the holiday, reschedule the important Teams meeting because there is only one date you need to worry about: Thursday 6 February 2025.

Dust off the tux, throw on the dress and get yourself to Weybourne House, Guildford. We’re hosting our third Annual Gala and it’s going to be

a ball - a masquerade ball, to be exact. Points will be awarded to the guest with the best mask and we all know: Points. Means. Prizes.

This year’s Gala is sure to be an unforgettable evening of socialising, live music, entertainment, fine dining, and more! As always, we’ll be raising money for our chosen charity, the Grace Dear Trust, and giving our members a valuable opportunity to network with other local juniors and professionals in their industry.

Join us for a night to remember and secure your tickets now, starting at just £56.99 (plus Eventbrite fees). There is (quite literally) a limited number of tickets available this year so buy yours now before it sells out.

We are looking forward to the Annual Gala and if you would like to sponsor this year’s event 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.

Step aside, Jaguar

If the past few months of news have shown us anything, it is that a rebrand can be far from straightforward. Thankfully, in the capable hands of our Digital Marketing Representative, Bethany Catchpole, the SJLD has pulled off a rebrand that the marketing team at Jaguar could only have dreamt of doing.

Learning from the mistakes of the car giant, we’ve kept our logo simple, we’ve stuck with green and kept the iconic stag, synonymous with Surrey. Keep an eye out for the new logo at our events! We hope you all had a very Merry Christmas and a Happy New Year. We look forward to welcoming you at our next event. Bring on 2025! 

By Alex Watson-Lee, Chair, Surrey Junior Lawyers Division

OLD LOGO

Optimising Law Firm Efficiency and Profitability with AI and Automated time recording

The legal industry has traditionally been resistant to change, but the emergence of artificial intelligence (AI) presents an undeniable opportunity to enhance efficiency and profitability for law firms. At a time when competition is fierce, the ability to deliver high-quality services while controlling costs is key. AI, when integrated effectively, allows law firms to meet these challenges head-on, offering tools that streamline operations and provide more value to both lawyers and their clients.

AI has a profound impact on staff productivity. Human resources are the most expensive and vital asset in any law firm. By taking over repetitive, low-value tasks like legal research, document drafting, and even matter analysis, AI allows lawyers to focus on higher-value activities that require human expertise. AI-driven research tools, for instance, sift through vast legal databases in a fraction of the time it would take a lawyer, offering comprehensive insights while reducing possible errors from lapses in human concentration.

This shift not only improves operational efficiency but also provides an opportunity for legal professionals to enhance their skill sets. Lawyers can now focus on strategic, high-level work, thereby creating more value for clients while increasing their own billing potential. However, AI is not a replacement for human judgment. It acts as a powerful complement, augmenting the lawyer's role rather than diminishing it. To this end, law firms must embrace the idea that AI will redefine—not replace—how legal services are delivered.

Driving Efficiency Through Cloud Technology

To fully leverage AI, law firms must ensure that their internal infrastructure can support these innovations. Many law firms have already migrated their practice management systems to the cloud, where centralised data storage offers a perfect environment for AI applications to thrive. With access to a vast array of client information, case documents, and workflow data, AI can efficiently analyse and process large volumes of information, driving both innovation and operational improvements.

For those law firms that continue to rely on disconnected databases or outdated systems, the potential for AI-driven efficiencies is significantly reduced. If client and matter information is not organised and centralised, AI tools struggle to function effectively. The solution is to create cloud based practice management systems, ensuring that data is accessible, secure, and can be utilised effectively to improve both firm efficiency and client outcomes.

Increasing Billable Hours with Automated time recording

Another important technological development available to law firms is the ability to improve billing accuracy through automated time recording. Traditionally, time recording has been a manual process which can be prone to human error, leading to under-billing and revenue loss. Now, lawyers can track their billable hours more precisely. With powerful tools that automatically record and assign time to specific legal tasks, ensuring that no billable work goes

unrecorded. This improved accuracy not only enhances profitability but also alleviates the administrative burden on fee earners, allowing them to focus on more meaningful client interactions.

Such leading-edge technology provides a game-changing opportunity for law firms to optimise staff output, streamline operations, and drive profitability. Those firms that have put themselves in a place whereby they can embrace such technology, particularly by ensuring their data infrastructure is AI-ready, will be well-positioned to lead the way in the evolving legal landscape.

About LEAP

LEAP Legal Software has been helping law firms to become more efficient and profitable globally for more than 25 years. LEAP is committed to consistently providing world-class legal practice productivity solutions and has innovation at the heart of its research and development so that users continually have the best possible experience.

Dedicated to delivering cutting-edge and intelligent legal software solutions, LEAP’s team of specialist developers present innovative AI solutions that automate routine tasks, simplify document management, and enhance decisionmaking, allowing lawyers to do what they do best — practise law.

For more information, please visit www.leap.co.uk ■

By Gareth Walker CEO, Leap UK

New Sexual Harassment Law comes into force

New legislation came into force on 26 October that increased penalties for employers who fail to prevent sexual harassment in the course of their workers’ employment.

From 26 October 2024, new legislation on sexual harassment came into force which increased the responsibilities and duties of employers. It also applies to third parties such as customers and clients and covers external events, conferences and parties. This legal change could generate more claims in the approaching Christmas party season due to excess alcohol and the freeing of people’s inhibitions.

The new legislation, part of the Worker Protection (Amendment of Equality Act 2010) Act 2023, states that employers must take all “reasonable steps” to prevent sexual harassment of their workers.

A new penalty of up to 25% uplift on any successful sexual harassment compensation award in the Employment Tribunal is also included in the new Law. This uplift will be based on how lax the employer has been in complying with new preventative steps.

The Equality and Human Rights Commission (EHRC) has offered guidance for employers, with eight steps that employers should take to prove they have complied with this duty - the eight steps are stated below.

Laura Donnelly, Employment Law Solicitor at Martin Searle Solicitors says: “This legislative change is an important cultural shift to actively protect workers from unwanted sexual harassment. We have been actively campaigning to stamp out sexual harassment for everyone, whatever their gender identity or sexual orientation, with our #Me Too Matters Campaign.

“We also want to help protect employers who may face vexatious claims. The adoption of these eight steps together with a thorough and fair investigation should ensure they are not vicariously liable while also ensuring justice for both complainants and alleged perpetrators.”.

Fiona Martin, Head of Martin Searle Solicitors’ Employment Law team comments: “It is crucial that these steps are taken seriously to create an egalitarian workplace culture where all staff feel comfortable and supported. All workers should feel able to call out anything they believe to be sexual harassment, whether this involves them personally or is directed at a colleague or third party. This includes telling someone directly that they don’t like the way they are behaving to stop this behaviour escalating.

“A risk assessment must be taken and, not surprisingly, most employers will deduce that large volumes of alcohol fuel bad behaviour. It may be prudent to limit free drinks at the impending Christmas do with more non-alcoholic beverages and guidelines on the invite about what constitutes unacceptable behaviour.”

The eight steps employers should take to prevent sexual harassment at work:

Step 1: Develop an effective anti-harassment policy – which makes it clear sexual harassment will not be tolerated. This is to be shared with organisations who supply staff and displayed on the company website.

Step 2: Engage staff – so they understand they can report sexual harassment and they understand the consequences of breaching the policy.

Step 3: Assess and take steps to reduce risk in the workplace –by looking at likely factors which would increase the likelihood of sexual harassment occurring and minimising these using surveys, exit interviews, reviewing absences and keeping records of informal and formal complaints.

Step 4: Reporting – use online or independent telephone lines so reports can be anonymous and keep confidential records so these can be identified.

Step 5: Training – of all employees at whatever level and also providing refresher training. Senior employees should set the tone and deliver the anti harassment message.

Step 6: What to do when a harassment complaint is made – dealing with these promptly, fairly and in accordance with company policies. This might include going to the police. Settlement Agreements should only be used where lawful and necessary to do so.

Step 7: Dealing with harassment by third parties – by putting in place reporting mechanisms where there is harassment by customers or clients.

Step 8: Monitor and evaluate any actions – to measure their effectiveness by surveying and noting any changing trends. ■

Laura Donelly Martin Searle Solicitors

Fiona Martin Martin Searle Solicitors

Sustainability: Keeping on track of targets in 2025

Following the launch of our latest report: Reflections and predictions for sustainability in the property sector in 2025, Chris Loaring, Landmark’s Group Sustainability Director, explains why the industry is getting onboard with sustainability initiatives now to derive early value and avoid issues further down the line.

Imagine sustainability is a train. It's gathering momentum slowly but it’s arguably not yet moving at high speed. It’s an exceptionally heavy train and once it starts, it's never going to stop. At the moment, you could say that the train is only half a mile out of the station, but it will get very fast, very quickly.

The net zero journey

The first metaphorical stop on that railroad is a realisation that people are almost too late to begin planning for near-term sustainability targets. There is a danger that if firms and professionals don't get involved within the next 18 months, they’re going to have a serious problem establishing a credible position on entering a net zero programme that has a near-term 2030 target.

The second stop on the track will be a recognition that industry professionals will need to proactively interpret regulatory guidance on sustainability and upskill appropriately. The third, and perhaps most challenging, stop on this journey will be tackling scope 3 emissions.

We're all in the same boat when it comes to scope 3. Every professional service firm has the same net zero challenge; scope 3 is easily the largest share of our emissions footprint. And within that, the majority of it is bound into our supply chain. This represents a massive co-dependency problem that could be one of the biggest impediments to overall success.

Act now to minimise risk exposure

Conceptually, net zero by 2050 is a target most people are comfortable with. You can get under the numbers, build a plan, and have 20+ years to deliver. In reality, most businesses want to strive for the near-term milestone of 2030 to show best practise. However, as we enter 2025, there is a psychological impact that comes with those near-term targets now being just five years away.

There is no hiding from that fact, and anyone who has dipped their toes into sustainability initiatives knows it's a relatively long setup process. The only way to keep up with the train is through knowledge, development and training. The regulation will keep maturing because it has to. But the requirement to act will get so strong that if people don't upskill, the risk exposure will only grow.

Presently, we don't have a critical mass of people demanding sustainable homes because the current generation of homeowners is in the 35-50 age bracket. However, the generation behind that, who are going to be buying or moving homes for the next 20 years, are getting close to being the dominant group. And those people absolutely care about sustainability. In fact, it's their preeminent decision factor. Going back to the train analogy, that momentum won't stop because the next generation after that will care even more.

Sustainability delivers value

The sustainability movement has certainly gathered pace over the last 12 months. There have been material steps taken, not just in terms of regulation but also a growing awareness that you can't not get involved at this stage. There is much more risk in not starting your education and training journey now because in three years’ time the regulatory environment will be very different. By then it won't be optional anymore.

Sustainability is not just a nice to have; it delivers real value. And the requirement to act is now. That's the realisation that we all have to reach. Whether the penny drops due to sustainability’s intrinsic value or the need to take action is irrelevant; both are a symbiotic part of the journey.

Read our report

We believe that peer collaboration is essential to achieve sustainability targets. That’s why Landmark spoke to a panel of leading industry sustainability experts from Latham & Watkins, Taylor Wimpey, Savills, OSB Group, and our own Sustainability division to discuss the direction of travel for sustainability in the property market in 2025.

Read our report now: Reflections and Predictions for Sustainability in the Property Sector in 2025 at https:// sustainability.landmark.co.uk/ ■

By Chris Loaring, Landmark Information Group

RESTRICTIONS ON THE USE OF LAND

THE DRINK- AND DRUGDRIVE OFFENCESA Practitioner’s Handbook

A Handbook for Practitioners

Third Edition WILDY, SIMMONDS & HILL PUBLISHING

By P M Callow

AN IMPORTANT UPDATED STATEMENT FOR CRIMINAL PRACTITIONERS IN THIS DEVELOPING AREA OF OFFENDING IN 2024

An appreciation by Elizabeth Robson Taylor MA of Richmond Green Chambers and Phillip Taylor MBE, Head of Chambers, Reviews Editor, “The Barrister”, and Mediator

The purpose of this book is to bring together the statutory provisions and the case law on the drink- and drug-drive offences. Wildy, Simmonds and Hill offer us advice in an accessible, practical way which author P M Callow describes as “elucidating issues which are often surprisingly difficult”.

The second edition of this handbook was published and updated in 2018 and has been further updated for 2024. The drug-driving offences have come into their own at this time, with the book adopting “a neutral standpoint” between the various interests of the police, prosecution or defence. These offences, originally introduced in 2015, now account for almost as many convictions as excess alcohol offences do. The conviction rate for both groups of offences continues to be extremely high, at approximately 95%.

The new third edition “takes account of some forty judgments of the appellate courts since the publication of the second edition”. As the author says, “the recent challenges to the drink- and drug- driving regimes have taken on a somewhat different character from before”. So, whilst the interpretation of the statutory road traffic provisions continues to be developed in our case law, other issues are coming to the fore with new cases.

Precedent on the circumstances in which judicial review is appropriate has also been drawn together. The line of developing cases often features contested decisions on adjournments which can be crucial for the development of a case. Common issues reviewed are lack of diligence in preparation for trial and/or failure by the court below properly to scrutinise the application for adjournment. In fact, all the usual problems practitioners face are covered here.

“Appeal courts”, says Callow, “have remained constant in insisting on “rigorous scrutiny” of requests for adjournments and have robustly applied the Criminal Procedure Rules (Crim PR) aimed at avoiding delay”. Delay being one of the biggest difficulties the court system currently faces in the middle of 2024.

In addition, judicial review has been increasingly used to challenge decisions of the lower courts; the case law on the circumstances in which this route is appropriate has been drawn together. The third edition offers commentary on the difficult cases of DPP v Carless [2005] and R v Coe [2009]. Both have been reviewed to emphasise that neither case sets a precedent for the admission in evidence of the analysis of blood specimens taken outside the regime of the 1988 Act.

It is right to say that this work remains a practical and accessible book. The author is always glad to hear from readers who have any comments to make or suggestions to offer concerning the content of the book. As with all Wildy books, this one goes to the heart of our practice is an invaluable addition to your law library. ■

Second Edition WILDY, SIMMONDS & HILL PUBLISHING

By William Webster and Robert Weatherley

WHY THERE SHOULD BE RESTRICTIONS ON THE USE OF LAND: WEBSTER & WEATHERLEY OFFER SAGE ADVICE

An appreciation by Elizabeth Robson Taylor MA of Richmond Green Chambers and Phillip Taylor MBE, Head of Chambers, Reviews Editor, “The Barrister”, and Mediator

The second edition of this accessible book for practitioners explains what is meant by “restrictions on the use of land”. It remains a single up-to-date reference work written by experts in the field (to coin a phrase!) William Webster and Robert Weatherley. The authors discuss a broad range of public and private law topics which directly impact on the use and development of land and will interest professionals and the wider public.

The publishers are Wildy, Simmonds and Hill Publishing and we cannot thank them enough for these excellent practical guides which make our professional lives so much better with the advice given. “Restrictions on the Use of Land” is a broad subject which includes new chapters on wayleaves, planning enforcement, and trees and hedgerows.

The 2024 edition covers significant recent case law including the following five areas of English land law relevant for the counsel and solicitors:

EASEMENTS: Regency Villas Ltd v Diamond Resorts (Europe) Ltd [2018] UKSC 57 (a case discussing the four essential requirements of an easement), together with some recent authorities on prescription, such as Hughes v Benefice of Frampton-on-Severn, Arlingham, Saul, Fretherne & Framilode [2021] UKUT 184 (LC).

TOWN AND VILLAGE GREENS: TW Logistics Ltd v Essex County Council [2021] AC 1050 (the post-registration rights of a landowner and the interplay with the so-called 'Victorian Statutes') and R (Bellway Homes Ltd) v Kent County Council [2022] EWHC2593 (trigger events under s.15C of the Commons Act 2006).

PUBLIC RIGHTS OF WAY: DPP v Ziegler [2021] UKSC 23 (the interplay between a person's right to protest and the obligation not to obstruct the highway) and R (Monckton) v Staffordshire County Council [2022] EWHC 3049 (Admin) (judicial review in the case of a modification order before it was confirmed).

RESTRICTIVE COVENANTS: Birdlip Ltd v Hunter [2016] EWCA Civ 603 (the prerequisites for a building scheme) and Fearn v Board of Trustees of the Tate Gallery [2023] UKSC 4 (a case which involves a modern restatement of the law of private nuisance in the context of visual intrusion).

ASSETS OF COMMUNITY VALUE: Banner Homes Ltd v St Albans District Council [2018] EWCA Civ 1187 (a case discussing the meaning of 'actual use' in section 88(2)(a) of the Localism Act 2011) and R (TV Harrison CIC) v Leeds City Council [2022] EWHC 130 (Admin) (a judgment which cites from four decisions of the FTT)).

We found the book tremendously practical, and it will be of interest to law students and graduates as well as practitioners. Webster and Weatherley must be congratulated on researching such an important and vital area of land law where clients often misunderstand what they can and cannot do with their own land. The new edition sets the record straight on the use of land as we enter, potentially, a new era of land law reform under a new Labour government ■

'Help change an older person's life'

Growing old doesn’t come with a manual and later life can be challenging for many people. The cost of living crisis and rising bills are creating an extra burden for many people who are struggling financially. Statutory services such as the NHS and adult social care are also very stretched and the need for extra support for older people has never been greater.

A gift to Age UK Surrey will help ensure we can continue to deliver a range of one to one support services and group activities so that older people can live well by:

■ Providing practical support to help people understand their options and entitlements through free, impartial and confidential advice on many issues such as housing, care and money.

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■ Giving people the gift of friendship and companionship by connecting and introducing them to others.

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■ Providing dementia support and a day service at our Clockhouse Community Centre in Milford, together with many activities and a café for the wider community.

Age UK Surrey is a local independent charity. Monies gifted to us supports our local Surrey services. Please refer to our charity as ‘Age UK Surrey’. Registered charity number: 1036450. Thank you. ■

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