Surrey Lawyer October 2024

THE OFFICIAL JOURNAL OF THE SURREY LAW SOCIETY | AUTUMN 2024

SLS Legal Awards 2024

■ Annual Law Firm Survey Results

■ Training & Events Programme 2024

■ Renters’ Rights Bill

There’s a better way to get paid

Unlock a simpler billing and payments experience—for you, and your clients.

Clio Payments makes the payment process easier, and it’s all in one place.

• Draft bills using time entries right from Clio

• Send bills by email

• Accept payment by credit, debit, digital wallet or pay-by-bank payments

• Get paid instantly

The set-up was fast and I now have one integrated place for everything in a platform that works outstandingly. It’s increased my revenue because I’m able to be a lot more efficient using this software over any of the other platforms that I’ve tried.

CARL D. BERRY

The Strategic Legal Group, PLLC

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.

2016

October 2024 © The Surrey Law Society Benham Publishing Ltd.

LEGAL NOTICE

© Benham Publishing Limited.

None of the editorial or photographs may be reproduced without prior written permission from the publishers. Benham Publishing would like to point out that all editorial comment and articles are the responsibility of the originators and may or may not reflect the opinions of Benham Publishing. No responsibility can be accepted for any inaccuracies that may occur, correct at time of going to press. Benham Publishing cannot be held responsible for any inaccuracies in web or email links supplied to us.

DISCLAIMER

The Surrey Law 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

The SLS Legal Awards 2024

6th DECEMBER 2024

(For JANUARY 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

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 print edition.

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

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

Gerard Sanders

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

Surrey

Law Society Awards: Celebrating Achievements and Giving Back

It’s that time of year again! Can you believe how quickly the year has flown by? Once again, we find ourselves preparing for one of the biggest events in our calendar—the Surrey Law Society Awards! As always, this is a time for reflection, celebration, and looking ahead, and I couldn’t be more excited for what’s in store this year.

A Year of Giving Back and Inspiring the Future

As many of you know, in my manifesto I committed to using my term to promote access to the legal profession, ensuring that we’re opening doors for aspiring lawyers who dream of joining our ranks. Through the “Pay It Back” scheme, I’ve requested members to provide work placements and valuable experience to those eager to make their mark. It’s been such a joy to see firms engaging with this initiative, and I can’t wait to reveal which firm will receive the Access to the Profession Recognition at this year’s Awards. I’ll have the honour of presenting this on behalf of all those ambitious future lawyers whose careers are being launched by your generosity and support.

Supporting Cancer Research UK: A Cause Close to My Heart

This year, I also chose to dedicate our fundraising efforts to a cause that is incredibly personal to me—Cancer Research UK. This charity does life-changing work, and I’m sure many of you have seen the impact their research has had on the lives of those affected by cancer. To help support this important cause, we’ll be providing QR codes for donations at the event, and there will also be a silent auction on the night. I would love for everyone to dig deep and contribute whatever they can—every donation truly makes a difference.

Food Tasting and Exciting Presenters

In preparation for the awards, Helen and I had the delightful task of attending a food tasting at G Live, and I have to say, it was absolutely fantastic! We sampled some incredible dishes that I know will impress everyone attending the awards dinner. Plus, we had the pleasure of catching up with our awards presenter, Alex Maqueen. If you haven’t had the chance to meet him yet, let me tell you—he’s going to be brilliant! Alex has such a charismatic presence, and I’m really looking forward to hearing his speech on the big night.

What’s Happening with the TA6 Consultation?

Switching gears for a moment, the TA6 consultation is currently in full swing, and it has certainly sparked a lot of conversation within the community. I know there has been some disappointment expressed regarding certain elements of the questionnaire, and I have a Zoom meeting scheduled next week as part of the in person consultations being held by The Law Society. It will be interesting to see what the outcomes are, and I’ll be sure to update everyone once we have more clarity on the next steps.

President’s Jottings

AUTUMN 2024

Welcome to Our New Committee Members

I’m also thrilled to introduce two new members to our committee— Hayley Lalsing from Charles Russell Speechlys and Ema Jones from Peacock & Co. Welcome aboard! I’m confident that both Hayley and Ema will bring fresh perspectives and valuable contributions to the team, and I look forward to working closely with them as we continue to move the Society forward.

A Thoughtful Farewell to Judith Williamson

Lastly, I want to take a moment to express my sincere condolences to Owen White and Catlin LLP on the passing of their Managing Partner, Judith Williamson, our thoughts go out to her family, friends, and colleagues during this difficult time.

See You at the Surrey Law Society Awards!

With all these exciting developments and heartfelt moments in mind, I look forward to seeing many of you at the Surrey Law Society Awards. It promises to be an unforgettable night of celebration, giving back, and coming together as a community. Let’s make it an evening to remember, and good luck to all those shortlisted! 

Dawn Lawson President Surrey Law Society

“Through the “Pay It Back” scheme, I’ve requested members to provide work placements and valuable experience to those eager to make their mark.”

Dawn Lawson

ACEO Report

AUTUMN 2024

s we move into the autumn months, I’m pleased to reflect on the Surrey Law Society’s recent successes and share details of the exciting events still to come this year. It’s been a period of both celebration and significant progress, with much more in store.

SLS Legal Awards 2024

One of the standout events this season was, of course, the SLS Legal Awards and Gala Dinner, held on 3rd October at G Live in Guildford. With 265 attendees and 12 award categories, the evening was truly a night to remember. The event was full of highlights, with entertainment that included a brilliant band, a caricaturist (despite a few mixed reactions to the portraits!), and some astonishing magicians who left me and many other guests astounded.

A particularly special moment came when June Venters KC received the Lifetime Achievement Award, a well-deserved recognition of her outstanding contributions to the legal profession. Our guest speaker, the brilliant Alex Macqueen, added a further spark to the evening. He was not only insightful and engaging but generous with his time, mingling with guests throughout the night. You can read more about the winners and the evening’s highlights in the following pages.

Local Law Societies Conference

In other news, I had the pleasure of speaking at The Law Society’s Local Law Societies Conference in September, where I shared our experience with the SLS’s data transformation project and the implementation of Rubi, our new membership CRM system. This project has been an exciting but challenging journey, and it was valuable to connect with other local law societies and learn about their experiences with data transformation. There’s much value in these shared experiences, and it was a privilege to represent SLS at such an important event.

Partnerships

com/@SurreyLawSociety/videos). Additionally, if your firm is interested in providing financial wellbeing support to its employees, Evelyn Partners’ excellent ‘Moneyhealth’ programme offers a comprehensive solution, including a digital platform and app, 1-2-1 sessions with a financial coach, executive consulting, and seminars. For more details, please visit www. evelyn.com/services/pensions-and-employee-benefits/employee-financialwellbeing/.

Looking ahead, we have a packed training schedule for the remainder of the year. In the coming weeks, we have two essential online courses –Residential SDLT for Conveyancers – A Comprehensive Update with Paul Clark and Make Your Files Bullet Proof from Post-Death Challenges with Kate Selway KC of Radcliffe Chambers. In November, we’ll be hosting our inaugural CSG Private Client Conference on the 14th, featuring presentations from notable figures like Professor Lesley King and Helen Clifford.

And for those looking for something a little more social, don’t miss our Quiz and Pizza Night at Rogues Bar in Guildford on 21st November, followed by our AGM, which will take place online on 27th November.

“While we’re still wrapping up 2024, the Society is already turning its focus towards 2025, and we’d love to hear from you. We are eager to know what topics and training sessions you’d like to see next year.”

Another highlight this autumn has been our exploration of new partnerships with several exceptional service providers for the legal profession. I’ve recently met with representatives from DevAssist and Datalaw, both of whom offer innovative solutions that could bring significant value to our members. We’re always eager to establish partnerships that enhance the professional services available to you, and I’m excited to see where these discussions will lead.

Training Programme

After a short summer break, our training programme is back in full swing, with some fantastic sessions already underway. Recently, we hosted two highly popular webinars – Enhancing Legal Practice with AI and Microsoft Copilot, presented by Bruce Penson from Pro Drive IT, and Understanding Tenant Alterations: Legal Insights and Recent Case Law with Tristan Salter from Five Paper. Both sessions were well-attended and sparked some great discussions.

We also concluded our Supporting Surrey programme, which was developed in partnership with Evelyn Partners. This year’s focus on financial wellbeing was particularly timely and included three insightful webinars covering Financial Planning Foundation, Strategic Financial Planning, and Freedom Financial Planning. I want to extend a special thanks to Alina Burlacu and Jenn Smith for their invaluable help in putting these sessions together. If you missed any of the webinars, don’t worry – they’re available to view on our YouTube channel (https://www.youtube.

Looking to 2025

- Your feedback is vital in ensuring that our programme addresses the areas that matter most to you. If you have any suggestions for content or speakers, please do get in touch.

We are also looking at revamping our subcommittees. Following the success of our Employment Law committee, we’re keen to reinvigorate other committees, such as those focusing on Private Client, Property Law, Practice Management, and Events. If you’re passionate about these areas and would like to be involved, we’d love to hear from you. We’re particularly looking for innovative and proactive members to help shape our future plans.

With best wishes,

Helen

Helen Opie Chief Executive & Magazine Editor

T. 0333 5773830

E. helen.opie@surreylawsociety.org.uk

@SurreyLawSoc

@surreylawsociety

Helen Opie (Chief Executive at Surrey Law Society)

Surrey Law Society

Helen Opie

Stevens & Bolton marks 150th anniversary with 20% revenue growth

Guildford-based, independent law firm Stevens & Bolton LLP has announced its financial results for 2023/2024, revealing double digit growth in revenue, net profit and profit per equity partner (PEP) in the firm’s 150th anniversary year.

Having shortened its financial year to 11 months to accommodate Basis Period Reform, Stevens & Bolton saw revenue increase by 20% compared with the same period in the prior year, with net profit increasing by 36% over the same period. Grossed-up on a 12-month basis, revenue grew by 18% to £42.3m, net profit by 31% to £16.7m and PEP by 22% - with an average profit share of £360,000 and the top of the firm’s all-equity structure at £750,000.

The firm sees these results in the context of its continued commitment to being a thriving independent law firm, with lawyers and business teams collaborating in one location to make a positive difference and to deliver ‘Excellence beyond the City’ for the firm’s clients, its people and the wider community.

Along with the contribution made by longstanding relationships with key clients like Papa John’s, Philips, Nintendo, Bunzl, Lonza, The Ardonagh Group and Samsung, Stevens & Bolton’s international approach saw crossborder work this year account for over 12% of revenue across 48 different jurisdictions.

Strong revenue growth across the firm’s business and private client offerings, and targeted investment to drive continuous business improvement, has allowed Stevens & Bolton to:

· Support its community by donating laptops to a local charity which promotes the education needs of deaf children, young people and adults worldwide; contributing to the natural environment with the firm’s engagement in its ‘Dig on the Mount’ project (to regenerate an endangered habitat on its doorstep); and providing business support to entrepreneurs on the Surrey Research Park

· Share its financial success with staff - paying out under its all-staff profit share bonus scheme at the maximum 3% of salary level and expanding the annual discretionary bonus pool by 27% (with 30% more discretionary bonus recipients than last year)

· modernise its working environment and technology infrastructure to better enable a productive hybrid working model

Owen White Catlin Announces the Passing of Managing Partner Judith Williamson

It was with profound sadness that on 3rd September 2024, Owen White Catlin announced the passing of Judith Williamson, Managing Partner, following a short illness. Judith's leadership and dedication were instrumental in the growth and success of the firm. Judith was a cherished colleague; her loss is deeply felt by all of us at Owen White Catlin and she will be deeply missed by all who knew her. Our thoughts are with her family during this difficult time.

The firm has also continued to support the career ambitions of its people by promoting four new partners internally this year to its all-equity partnership, alongside 13 lawyers to Senior or Managing Associate level.

This year Managing Partner James Waddell and Senior Partner Keith Syson also welcomed Doug Williams to the senior management team – Doug joined Stevens & Bolton as Chief Operating Officer from DLA Piper (where he was previously International Head of Operations) to lead the firm’s investment in its business teams.

Commenting on the results, James Waddell, Managing Partner at Stevens & Bolton LLP, said:

“I am delighted that our results so clearly reflect the confidence placed by our clients in our talented and cohesive group of partners and lawyers.

The firm is ambitious to build on the firm’s strong foundations and committed to delivering a standout client experience and a distinctive and collaborative culture where everybody can contribute and flourish.

We see strength in our full-service legal offering, our national and international outlook and in our all-equity partnership model. I am confident that by always improving, evolving and challenging ourselves to do better, we will continue to attract and retain clients and talented people to our firm.

Thanks as ever go to our clients, to our broader referrer community and to our people, whose commitment, enthusiasm and hard work makes it possible.

Doug Williams, Chief Operating Officer at Stevens & Bolton, added:

“While the firm has demonstrated consistent and sustainable performance, we recognise the increasing pace of change in the legal market and shifting needs of both our clients and our people and have evolved our ambition and approach to match.

This year’s step-change in performance was supported by an increased focus on business management and is underpinned by investment in our professional non-legal teams and operating platform as we look to push beyond traditional business services.” ■

Judith joined Owen White Catlin in 1984 and became Managing Partner in 2012. Judith was instrumental in fostering female leadership and multicultural diversity within the firm. Her adept leadership ensured the firm navigated the challenges of the Covid pandemic successfully and saw the adoption of a modern vision and growth strategy. Her legacy is one of excellence, integrity, and unwavering commitment to her clients and colleagues.

The firm will continue to uphold Judith's vision and dedication to providing outstanding legal services. ■

James Waddell

Judith Williamson

TWM announces new Head of Employment Law among series of promotions

TWM Solicitors is pleased to announce that Partner Andrew Peters has been promoted to Head of Employment Law, with effect from 1 August 2024. His promotion recognises Andrew’s outstanding contribution to both the firm and his clients, as well as the growing demand for TWM’s employment law services.

Andrew advises both employers and individuals on all aspects of employment law and work-related issues. He has a wealth of employment law experience and prior to joining TWM in June 2023, Andrew spent more than 18 years practising employment at prominent regional firms.

Jamie Berry, Managing Partner, commented: “Since returning to TWM as Partner last year, Andrew has firmly established his role within the firm. I am delighted to announce his new position as the Head of our Employment Law team, where he will continue to enhance our reputation as a leading employment law practice in the regional market.

Andrew is an outstanding employment lawyer with extensive experience across the full spectrum of employment law. I am confident in his ability to lead the team and further develop our practice to meet our clients' needs.”

In addition to this leadership change, TWM is delighted to announce the addition of two new equity partners to the firm, David Powell (Head of Business Law) and Caroline Keeley (Head

of Family), with David bringing the unique distinction of having trained with us during the early stages of his legal career. This welldeserved promotion is a testament to their hard work, dedication, and significant contributions to the firm.

TWM is also pleased to announce eleven further promotions, of which five are former trainees of the firm:

• Sarah Archibald promoted to Partner in Family

• Will Macauley promoted to Managing Associate in Lending

• Lucy Farrow-Smith promoted to Senior Associate in Lending

• Madeleine Beresford promoted to Managing Associate in Private Client

• Louisa Wilday promoted to Senior Associate in Private Client.

All five have built their legal careers with us. Additionally, Jaspreet Gorae and Mia Evans have successfully completed their training contracts and have joined as Solicitors in the Business Law and Lending teams, respectively.

Jamie Berry added: “We are extremely pleased to promote five former trainees and welcome two newly qualified solicitors from our trainee program. This highlights the growth opportunities TWM offers to those advancing their legal careers. I extend my congratulations to all on their new roles and thank them for their dedication and contributions. We look forward to supporting them as they continue to drive our business forward and grow their professional careers with us.” ■

(Top left) Andrew Peters, (top right) Sarah Archibald, (bottom left) Will Macauley, (bottom right) Jaspreet Gorae

Russell-Cooke obtains rare Welfare Deputyship on behalf of family of SEN young adult

Private client legal director, Vanessa Collins, of law firm Russell-Cooke, has obtained a rare Welfare Deputyship on behalf of the family of a young adult with special educational needs (SEN). The young adult lacks capacity and has complex medical needs. The deputyship specifically addresses the young person’s health needs and authorises their welfare deputies to make medical decisions on their behalf.

Health and Welfare Deputyships can be applied for by individuals willing to manage the affairs of a person over 18 who is mentally incapable of creating a Lasting Power of Attorney (LPA).

Vanessa Collins, legal director at Russell-Cooke, said:

“This outcome is particularly significant given the court's historical reluctance to grant a deputy broad and general authority over an incapable person’s health and welfare. Whilst financial deputyships are often successful, obtaining a deputyship for health and welfare matters has been much more challenging for many years.”

Charles Russell Speechlys Expands Team in Guildford

Charles Russell Speechlys has welcomed four new trainees and an apprentice to its team in Guildford and has retained four trainees (James Elliott-Hughes, Katie Foulds, George Gilligan-Court and Bethany Catchpole) from its previous cohort, promoting them to Associates.

In addition, as part of its team expansion plans in Guildford, Alex Watson-Lee has joined the firm’s Private Wealth Disputes team as an Associate, John Olatunji has been appointed as Associate within the Dispute Resolution team, Emily Hermon-Taylor is now an Associate in the UK Private Client team, and Sophia Leeder has relocated from the firm’s London office to join the Guildford-based Family team as Senior Associate.

The new trainees, (Ben Haynes, Charlotte Hua, Emma Smart, Harry Hughes) and Apprentice, (Lyla Gilbert) will be working across a range of practice areas in their first seats including UK Private Client, Family and Private Wealth Disputes.

Newly promoted Associate, James Elliott-Hughes commented, “I began at Charles Russell Speechlys in Guildford as a paralegal in the Family team and then joined the trainee programme. The training has been incredibly hands-on. You get the opportunity to work with highly experienced lawyers and take on real responsibility in cases, with meaningful work for an interesting portfolio of clients, ranging from high-net-worth individuals through to large public corporations, all whilst being encouraged and supported along the way. This is an excellent way to learn – it accelerates your growth, improves your ability to be proactive and instils a strong focus on client service from the offset.

“Applicants should understand their chances of success, the favourable circumstances in which courts will consider their application and the information necessary to improve those chances. Applications addressing specific issues in the incapable person’s best interest are more likely to succeed. Demonstrating the need for continuity and consistency in linked decisions made over time by the same person also increases the likelihood of approval.”

Vanessa Collins is a legal director in the Russell-Cooke private client team. She specialises in Court of Protection matters and deputyship applications for personal welfare, including for individuals with disabilities and special educational needs, as part of her broad practice. The Russell-Cooke Court of Protection team has experience handling complex matters in the area of capacity, including the issues that arise when more than one jurisdiction is involved. ■

“I’m thrilled to have joined the Family team as an Associate in Guildford. The firm’s Family team is renowned for its work advising high-net worth private individuals, both domestically and internationally. I’m excited to continue to develop my career at such a distinguished and supportive firm.”

Sally Ashford, Partner and Head of the Guildford Office at Charles Russell Speechlys added, “We are delighted to be building a strong pipeline of high calibre lawyers for the future and to welcome new talent to our firm. A number of our partners began their careers as trainees with our firm, and we pride ourselves on nurturing talent, providing high quality training and exceptional career opportunities.”

Charles Russell Speechlys is an international law firm with a focus on private capital, at the intersection of personal, family and business. The firm’s UK-based offices are in London, Guildford and Cheltenham.

Charles Russell Speechlys employs over 130 staff at its Guildford office in One London Square and provides a full range of legal services to businesses and private clients in the region. For further information, please visit www.charlesrussellspeechlys.com ■

(from left to right) Lyla Gilbert (Apprentice), Harry Hughes (Trainee) ,Sally Ashford (Partner and Head of the Guildford Office), Ben Haynes (trainee), Emma Smart (trainee), Eleanor Pooley (Second Year Apprentice).

Exciting Times At Pearson Hards LLP

New Malden based Pearson Hards began life as Pearsons in 1963 and just over 30 years later joined forces with C A Maddin becoming Pearson Maddin. The firm expanded further in October 2012 when it merged with ACS Hards & Co, becoming Pearson Hards LLP and in October 2015 law firm John Chapman & Co became part of Pearson Hards LLP.

Thanks to recent expansion, the firm have appointed 4 new starters to the specialist teams over the last six months. On 1st October, Claire Darby will become a full equity partner of the firm and will adopt a Managing Partner role, which had previously been undertaken by David Hards. She will be continuing to work closely alongside the partners to help to continue to drive growth within the firm, whilst at the same time ensuring the delivery of a first class service to all their clients.

Emma Rothstein has also seen an expansion in her team over the last year due to an increase in demand for her family law expertise. The firm have recently said goodbye to Hatice Mustafa who has just retired as the residential conveyancing partner. Hatice, who has been working in Pearson Hards for over 25 years, was delighted to hand over her reins to Natalie Goddard, who has taken over the specialist conveyancing team as the new Head of Conveyancing. Ian Lipscombe will retire at the end of September and is replaced by Gemma Hughes as salaried Partner, who joins the firm from Covent Garden firm, Mackrell Solicitors.

The firm have recently rebranded and as well as unveiling a new logo, updated firm values, and a new tagline, the rebrand will in the next couple of months also see the launch of their new website, which better reflect the culture of Pearson Hards and helps bring its visions and values to life and support the firm’s growth ambitions. This updated brand better reflects the firm in 2024 as a forward-thinking, innovative, client-focused law firm.

Emma Rothstein, Partner, said: “Pearson Hards is a fantastic place for people to develop their legal career. Our commitment to being a caring and people-centered employer has greatly helped us recruit some tremendous legal talent over the years. This approach has helped to define us as a firm, as is our ability to recruit and retain employees from the local area and is a source of pride to myself and the partners of the firm. Pearson Hards prides itself in referrals and repeat clients, all of which demonstrate the quality legal and client services provided.”

Pearson Hards have served the people of ‘Surrey and Greater London’ for the past sixty years, and they are very proud of their history, people and the services they offer. Equally, the firm are delighted to continue to be a strong pillar within the local community.

Citizens Advice Epsom & Ewell celebrates 85 years in the community, by your side

As Citizens Advice Epsom & Ewell publishes its Annual Report 2023/24 on 4 September 2024, the community service at the heart of Epsom & Ewell celebrated 85 years supporting local people.

Lisa Davis, CEO of Citizens Advice Epsom & Ewell, said:

“Citizens Advice was set up on the 4th of September 1939, just after the start of WW2. This was no coincidence, but a response to wartime demands never seen before in our history. Mass evacuations, bombing raids, missing loved ones, and food-rationing all faced the citizens of Epsom & Ewell.

“In times like these, people need reassurance, support, and action. At first, Citizens Advice’s role was to act as a switchboard, referring people to the government department the particular difficulty applied to.

“However, very soon Citizens Advice Epsom & Ewell rose to the challenge and took up the mantle as a one-stop shop for citizens’ every concern. This legacy lives on – there is no issue, no person, no situation turned away by the Citizens Advice. For 85 years, we’ve been by the side of communities in landmark historical moments providing advice for those that need it.

Law, Chief Executive of Kingston Chamber of Commerce, said: “We value the partnership and support of Pearson Hards Solicitors in the many different areas of our borough business activities.

As Patron members, they came to us to propose the re-initiating of a New Malden Business Forum. The aim was to give a voice to local businesses, to allow them to network and build a bridge to the local council. With their guidance and backing, the Forum has been successfully running for two years now, attracts a healthy regular audience and brings together micro, SME and high street operators.

Beyond this important initiative, Pearson Hards have been key supporters and attendees at our business Expos, Women in Business Forum, Future of Work Summit and champions for the business community in their sponsorship at the Kingston Borough Business Awards. They even find time to help with the local NHS Trust and participate in the Night to Remember Kingston run. However, what underlines this wonderful engagement is the generous and spirited commitment from the whole team at Pearson Hards. There is an ethos where they all contribute, and share the load, which is a special and unique culture.

The Chamber is delighted to have such willing active contributors as Pearson Hards. They are reliable, committed and pleasure to work with, good and fair people. We look forward to developing the relationship, not just between ourselves, but to benefit the wider New Malden and Kingston business communities.”

The company vision of Pearson Hards over the years has been that ‘together we are looking to the future: a future where the core values that served our clients through the generations are still as important as ever, but where we embrace the changing faces of life and family, of communication and technology, and of clients’ expectations.’ This vision is as relevant today, as it was 60 years ago, and the firm are delighted that this new modern rebrand represents an exciting future and new era for Pearson Hards. ■

“Whilst our core role may have changed since the days of WW2, we remain a beacon of hope for the local community. No matter the adversity, we approach it with empathy, professionalism, and selflessness. The parallels in the selflessness of our staff and volunteers in the 1940s and today are clear.

“After the war, we were crucial in rehousing refugees, evacuees, and returning Epsom & Ewell back to a new post-War society. After the recent lockdown, we stepped out of our homes into a post-pandemic society and a changed world. Citizens Advice has been the first port of call for many of those who have struggled mentally over the pandemic, had been put out of work, found themselves in debt or just did not know where to turn. Times may change, but Citizens Advice’s consistent support does not.” ■

Forbes

NEW ONLINE CONFERENCE

Private Client Perspectives 2024: Navigating Legal Horizons

1:15 - 5:15pm, Thursday 14th November 2024

Following the success of the first County Societies Group Conference for conveyancers earlier this year, the second in this collaborative series shifts its focus to private client practitioners. This event highlights the ongoing partnership between the local law societies of Cheshire & North Wales, Devon & Somerset, Kent, Leicestershire, Newcastle and Surrey to provide affordable, relevant, and top-tier content to our respective members in an easily accessible online format.

With the 2024 Budget set to be a central theme, our expert speakers will dissect key changes, including anticipated updates to Capital Gains Tax (CGT) and Inheritance Tax (IHT), offering strategies to help practitioners navigate the evolving tax landscape and provide top-tier advice to their clients. This conference brings together leading figures such as Professor Lesley King and Helen Forster with experts from Evelyn Partners and TSF Assessments to deliver practical guidance on crucial topics like will drafting, mental capacity assessments, and risk mitigation. Designed specifically for private client practitioners, this conference offers attendees the knowledge and tools to stay ahead in a rapidly changing legal environment, ensuring they can continue to offer the best possible service to their clients. ■

Why Attend?

Gain invaluable knowledge on key issues affecting private client practitioners. Stay ahead of industry trends with cutting-edge insights. Network with professionals from across the country and understand shared challenges and experiences.

Book Your Tickets Here: https://www.tickettailor.com/events/thesurreylawsociety/1124974

View More Information Here: https://surreylawsociety.org.uk/training_events/csg-private-client-conference-private-client-perspectives-2024-navigating-legal-horizons/

CONFERENCE PROGRAMME

1:15pm Registration and Networking Lounge

1:25 pm Welcome & Introduction

1:30pm Mastering Will Drafting: Navigating Pitfalls and Minimising Risk

An enlightening session led by Professor Lesley King, who will delve into the intricacies of will drafting with a focus on avoiding common pitfalls. This session will equip attendees with essential tips to prevent negligence claims and safeguard their practice. Attendees will gain insights into robust strategies to minimise risk, ensuring that wills are drafted with precision and integrity, as well as the critical issues of assessing capacity and identifying undue influence, supported by practical examples and precedents.

2:30pm Navigating the Budget 2024: Implications for Private Client Practice (Part 1)

This comprehensive analysis, taking place shortly after the budget announcement, will dissect the latest developments and any substantial impact on private client practice. While the specifics are yet to be confirmed, increases in Capital Gains Tax (CGT) and Inheritance Tax (IHT) are expected; our expert speakers will provide a thorough examination of any changes, offering critical insights and strategies to adapt to the new regulatory environment. Attendees will gain a full understanding of how to navigate the evolving tax landscape, ensuring they can provide informed and strategic advice to their clients.

3:15pm Break

3:30 pm Navigating the Budget 2024: Implications for Private Client Practice (Part 2) A continuation of the session above.

4:15pm Ensuring Precision: Assessing Mental Capacity in Private Client Practice

This session will examine the intricacies of assessing mental capacity in private client law with an insightful session led by experts in mental capacity assessments. Attendees will gain clarity on how to assess capacity, when to engage a partner for these assessments and how assessments differ for Wills and LPAs. Practical guidance will be provided on ensuring files are robust, equipping practitioners with strategies to mitigate risks and uphold integrity in their practice.

5:00 pm Conference Conclusions & Feedback

ATTENDANCE FEES

CSG Members: £80

Beresford, TWM Solicitors

Forster & Edward Emblem, Evelyn Partners

Forster & Edward Emblem, Evelyn Partners

Victoria Cook, TSF Assessments

CSG members comprise members from the following Local Law Societies

Professor Lesley King

Helen

Helen

Who Owns and Controls Your Law Firm's Data?

Law firms increasingly rely on technology to streamline their operations in the modern digital age. Legal software solutions have become indispensable, from case management to billing and time tracking. However, a fundamental question often needs to be addressed: who owns the data entered into these systems, and how easily can it be moved elsewhere?

Understanding the Data Ownership

Data ownership refers to legal rights and control over digital datasets. For law firms, this includes client information, case notes, billing records, and confidential strategies. Clear data ownership is essential due to ethical obligations. However, third-party legal software can complicate this, risking data loss, breaches, or legal disputes. Transparent contracts defining data ownership are crucial to protect the firm's interests and client confidentiality.

Significance of Data Portability

Data portability—seamlessly transferring data from one system to another—intersects with data ownership. For law firms, data portability holds immense value due to various reasons:

• Flexibility: As law firms evolve or their needs change, switching to a more suitable software solution should be effortless, and data portability ensures just that.

• Security and Backups: Exporting data empowers firms to create independent backups, enhancing data security and protecting against potential loss or breaches.

• Regulatory Compliance: In certain jurisdictions, individuals can access or transfer personal data between service providers. Law firms must ensure their software providers facilitate compliance with such regulations.

Bigger Picture: Asking the Right Questions

When engaging software providers in discussions about data management, law firms must scrutinise responses diligently. Law firms can effectively safeguard their interests and client confidentiality by understanding the subtleties within the provider's answers. Here are the key queries to pose regarding data ownership and portability:

• Ownership of Data: Providers must acknowledge that the law firm retains ownership of all data entered.

• Data Retrieval Upon Termination: Ensure contracts guarantee a simple and complete data retrieval process post-termination. Data Export Options: Seek responses offering standard, open-format data export options for system compatibility.

• Export Costs: Watch for high fees or complex pricing hindering data portability rights.

• Data Transfer Security: Providers should show data protection measures, encryption, and secure transfer protocols.

Take control of your law firm's data with Clio, the #1 choice for honest, transparent legal tech. Book a personalised product walkthrough with our Clio experts and see how Clio can improve your data management. Visit Clio.com/uk to learn more. ■

Law firm leaders:

Twhat’s on your agenda?

he legal sector has undergone significant transformation since the first The Evelyn Partners’ Annual Law Firm Survey was launched in in 1994, influenced by economic shifts, regulatory changes, technological advancements and evolving client demands.

Although in its 30th year, our survey, in conjunction with The Lawyer, demonstrates that many of the key themes are as relevant today as they were then, including the recruitment and retention of talent and financial performance. Whereas implementing developing AI and the financial wellbeing of partners and staff reflect today’s modern law firms.

This year’s survey included a range of questions on technology, with law firms traditionally having been hesitant to adopt tech. Perhaps unsurprisingly 67% of respondents think the legal market has lagged behind other industries in technological advancement with several reasons given, including a reluctance to deviate from traditional, time-tested methods, resistance to change and lack of understanding or expertise in emerging technologies.

Despite that, the level of engagement from law firms over the past 18-24 months on leveraging AI has been consistently increasing. From an advisor’s perspective, we’ve seen firms move from having AI-curiosity to a realisation that there’s a huge need for investment – more than two-thirds of respondents believe that AI is the leading opportunity for growth. The question then becomes whether the UK LLP model remains the optimum vehicle or whether alternative structures may provide for more tax efficient investment.

planning, have no planned steps or don’t feel prepared for retirement. With only approximately half of firms having a mandatory partner retirement age, where partners aren’t financially ready for retirement, succession challenges could occur.

Our survey also underscores the benefits of employee support programs. The data indicates that financial issues, extended work days, restricted choices for saving for retirement and stress from living expenses greatly affect a person's financial wellbeing. There is a strong need for full-range benefits packages, such as private health coverage, protection against loss of income and life insurance. Offering these benefits could greatly help lawyers’ financial stability, and result in firms maintaining and attracting the best people. Whilst many firms will offer much of these as standard, it remains important for benefits propositions to evolve in line with the workforces’ needs and requirements.

“ Whilst law firms in 2024 inevitably look different to those operating in 1994, many key agenda items remain the same and the question therefore becomes; what will the future hold? ”

Looking to financial performance, lock-up remains a high-priority issue and lock-up targets improved across the board in 2024 with 46% of respondents saying their firm has a lock-up target of up to 75 days, compared to 31% in 2023. However, whilst targets are hugely important, the reality was more mixed. While 45% of firms say lock-up improved in the last 12 months, an almost equal amount of 43% say it deteriorated. Where there has been positive change, this has been largely driven by enhanced credit control functions, quicker billing, and training to educate partners and fee earners about the importance of sound lock-up management.

It's clear that key strategies crucial for creating an environment that supports innovation and technology uptake include fostering a mindset of continuous learning and adaptation to tech advancements. Equally important is developing a clear roadmap for technology integration and digital transformation; and encouragingly we’re observing increased cross-functional collaboration between legal and tech teams.

With its people being a law firm’s greatest asset, financial wellbeing continues to be high on many leaders’ agendas with this now extending from traditional employee benefits across to their fellow partners. While 52% of respondents, most of whom were senior partners, reported positive income stability and lifestyle management, there are major concerns around savings and retirement planning. Over half of respondents say they use financial planners or wealth managers, but only 41% have actioned a financial plan for retirement. Only one-third of respondents rate their personal savings as either ‘excellent’ or ‘very good’. Somewhat alarmingly, 28% say they haven’t done anything on retirement

Despite mixed views to date, overall, there is a sense of optimism. Only 9% of respondents think lock-up will deteriorate over the next 12 months, compared to 43% who believe it will improve. A sentiment perhaps driven by HMRC’s basis period reform and an acceleration of tax for many firms without a 31 March year-end. With interest rates remaining high, it’s not a surprise that unlocking the firm’s own cash is considered a better option than obtaining external funding.

Whilst law firms in 2024 inevitably look different to those operating in 1994, many key agenda items remain the same and the question therefore becomes; what will the future hold? Tech has been referred to as the key disruptor for some time now, but should firms end up using similar technology to enhance and deliver services, the key differentiator could be the quality of the people they employ who will be responsible for delivering the enhanced service. So what was hugely important to firms 30 years ago, may be just as important in 30 years’ time. ■

Katie Illman Tax Director, Evelyn Partners LLP

Katie Illman

Gordons Partnership Takes the Checkered Flag at Surrey Law Society’s Daytona Showdown

On 4th July, election day, Surrey Law Society members were competing for their own victory at Daytona Raceway, Sandown Park, hosting the 5th Past President’s Championship Cup.

A total of 48 drivers, forming 16 teams, battled it out in this year’s 1.5-hour endurance race. The competition was fierce, with teams from Charles Russell Speechlys, Elite Law Solicitors, Knights, Surrey Hill Solicitors, Pearson Hards, Howell Jones, Nichols Marcy Dawson, and Rosewood Solicitors joining the fun. In the end, it was Gordons Partnership who triumphed, taking both first and second place, with Elite Law Solicitors securing third.

It wasn’t all about the racing, though. Spectators enjoyed delicious wood-fired pizzas, drinks, and networking, all while listening to live commentary from the Daytona team. A special thanks to Sushila Abraham for drawing our raffle, which raised an additional £252 for Cancer Research UK. This brings our total for the year to over £2,750.

We extend our sincere thanks to the SLS patrons who sponsored this fantastic event: Evelyn Partners, Landmark Information Group, Finders International, Chadwick Nott, and Pro Drive IT.

A great evening was had by all! 

On Thursday, 3rd October 2024, Surrey’s legal community gathered once again for a night of celebration and recognition at the prestigious Surrey Law Society’s SLS Legal Awards sponsored by Evelyn Partners, which returned to G Live in Guildford. With 265 attendees, including finalists, judges, sponsors, and distinguished guests, the event continues to grow as a showcase of the exceptional talent and hard work within Surrey’s legal sector.

Guests enjoyed a gala dinner and drinks reception, with a chance to experience the evening’s entertainment, sponsored by Clio, which featured everything from live music by The Knights of Swing to close-up magic, a caricaturist, casino tables, and a 360-degree photo booth.

The evening began with a warm welcome from SLS President, Dawn Lawson, who introduced the night’s proceedings and expressed her gratitude to sponsors, participants, and the wider legal community. She also took the opportunity to award a special recognition to Rosewood Solicitors, for their exceptional work over the year in promoting Access to the Profession.

As the night unfolded, the focus shifted to celebrating the outstanding achievements of the 56 finalists across 12 categories. This year’s awards saw fierce competition and a difficult task for the 13 judges who selected the winners from a truly remarkable group of nominees.

We were delighted to offer congratulations to all our very worthy finalists, but in particular to our winners and highly commended nominees, who were:

• Family Law Team of the Year: Winner - DMH Stallard LLP; Commendation - Russell-Cooke Solicitors

• Private Client Team of the Year: Winner - Russell-Cooke Solicitors

• Property Law Team of the Year: Winner - Howell-Jones LLP; Commendation - Peacock & Co Solicitors

• Client Experience Award: Winner - Nichols Marcy Dawson; Commendation - Russell-Cooke Solicitors

• Junior Lawyer of the Year: Winner - Niamh Phelan, Peacock & Co Solicitors

• Support Team Member of the Year: Winner - Ashley Burrow, Meadows & Co; Commendation - Lauren Keir, Rosewood Solicitors

• Employer of the Year: Winner - Rosewood Solicitors

• Team of the Year: Winner - DMH Stallard LLP (Corporate Team Guildford); Commendation - Moore Barlow (Wealth Disputes Team)

• Lifetime Achievement Award: Winner - June Venters KC, Venters Solicitors

• Lawyer of the Year: Winner - Victoria Clarke, Elite Law Solicitors; Commendation - Karin Walker, KGW Family Law

• Law Firm of the Year (Under 20 Fee Earners): WinnerKGW Family Law; Commendation - Rosewood Solicitors

• Law Firm of the Year (20+ Fee Earners): WinnerDMH Stallard LLP; Commendation - Peacock & Co Solicitors

The evening was filled with joy and celebration, not just for the winners but for everyone who has contributed to Surrey’s vibrant legal landscape. Special congratulations go to DMH Stallard LLP, who took home the prestigious Law Firm of the Year Award (20+ fee earners) and to June Venters KC, recipient of the Lifetime Achievement Award for her remarkable contribution to family law and the Surrey legal community.

Our silent auction, held in aid of Cancer Research UK, was another highlight, with generous donations from attendees making a significant impact for this worthy cause.

In conclusion, this year's Legal Awards exemplified the best of Surrey’s legal professionals, with an evening of fun, networking, and celebration. A special thank you goes out to our sponsors, whose generous support made this event possible:

Headline Sponsor & Sponsor of the Law Firm of the Year Award: Evelyn Partners

• Entertainment Sponsor & Support Team Member of the Year Award - Clio

• Law Firm of the Year (Under 20 Fee Earners) AwardReviewSolicitors

• Lawyer of the Year Award - Verify 365

• Client Experience Award - insight6

• Employer of the Year Award - On Point Data

• Family Law Team of the Year Award - Guildford Chambers

• Junior Lawyer of the Year Award - Actionstep

• Lifetime Achievement Award - Pro Drive IT

• Private Client Team of the Year Award - Ochresoft

• Property Law Team of the Year Award - Landmark Information

• Team of the Year Award – NetDocuments

We look forward to continuing this tradition next year and celebrating more of Surrey’s incredible legal talent. We very much hope that you get involved in our 2025 Awards programme, the categories will be announced in the coming months, so be sure to start thinking about who you might like to nominate! ■

SLS Legal Awards 2024:

A Night to Remember

The Results are in!

LAW FIRM OF THE YEAR (20 plus Fee Earners):

Winner: DMH Stallard LLP with Rod Milne (Evelyn Partners)

The judges commented, ‘this year's large law firm of the year and its team have demonstrated the breadth and application of their many talents, which they have connected with their vision for delivering on their strategy and achieving sustained and continual success. They are an enormously worthy winner’.

Highly Commended Nominee: Peacock & Co Solicitors

LAW FIRM OF THE YEAR (Under 20 Fee Earners):

Winner: KGW Family Law with Adam Hall (ReviewSolicitors)

The judges commented, ‘the winning firm stood out for its drive for innovation, progression and development in its marketplace. The firm's achievements are still more impressive given its relatively small size and they are an exceptional winner in this category’.

Highly Commended Nominee: Rosewood Solicitors

LAWYER OF THE YEAR:

Winner: Victoria Clarke (Elite Law Solicitors) with Mev Dzihic (Verify 365)

The judges commented, ‘this year’s winner showcased not only substantial team management and growth, but also corporate social responsibility and client care, representing clients at reduced rates if considered appropriate to manage client expectations and meet their needs. The nominee also acts as a mentor to many, alongside finding the time to drive not only the firm forward, but their own understanding of their subject matter. They are certainly becoming a voice within their industry, speaking at conferences, and committees advising the Government on reforms, as well as making their TV debut earlier this year’.

Highly Commended Nominee: Karin Walker, KGW Family Law

Law Firm of the Year (under 20 Earners) Winner, KGW Family Law

Law Firm of the Year (20+ Earners) Winner, DMH Stallard LLP

Lawyer of the Year: Victoria Clarke (Elite Law Solicitors)

The Results are in!

CLIENT EXPERIENCE AWARD:

Winner: Nichols Marcy Dawson LLP with Paul Matthews (insight6)

The judges commented, ‘the winning firm has demonstrated the outcomes of its investments in people and resources to achieve praiseworthy, positive impact for the clients, and others, in the community that it serves. They show themselves to be a creative and client-centric firm who are not happy to 'rest on their laurels' and strive for continuous improvement’.

Highly Commended Nominee: Russell-Cooke Solicitors

EMPLOYER OF THE YEAR:

Winner: Rosewood Solicitors with Kevin Johnson (On Point Data)

The judges commented, ‘in a highly competitive contest, the scores for all submissions were incredibly close highlighting the fantastic employers within the Surrey Law Society membership. Eventually the winning firm was agreed, after they ably demonstrated how small firms can offer their staff a highly supportive and nurturing work environment, just as much as their larger counterparts’.

FAMILY LAW TEAM OF THE YEAR:

Winner: DMH Stallard LLP with Suzanne Kelly (Guildford Chambers)

The judges commented, ‘the winning firm clearly offers an excellent service to their clients as well as making a huge contribution to the community. This quality shines out from the testimonials from their clients and from other lawyers’.

Highly Commended Nominee: Russell-Cooke Solicitors

Client Experience Award: Nichols Marcy Dawson LLP

Employer of the Year: Rosewood Solicitors

Family Law Team of the Year: DMH Stallard LLP

The Results are in!

JUNIOR LAWYER OF THE YEAR:

Winner: Niamh Phelan (Peacock & Co Solicitors) with John Gomez (Actionstep)

The judges commented, ‘in a category notable for the drive and leadership of its nominees, the winner stood out for the way they have taken on extra responsibility, been prepared to go above and beyond for their firm and is trying to use their experience to help and support others. A great team player and obviously highly regarded as a lawyer by colleagues and clients’.

PRIVATE CLIENT TEAM OF THE YEAR:

Winner: Russell-Cooke LLP with Rob Gurney (Ochresoft)

The judges commented, ‘this year’s winning firm has a clear vision for the future and recognises that they cannot achieve this vision without taking their team with them. This is amply demonstrated by their teamwork, collaborative approach, and how they are embracing innovation and technology to streamline their business and give a better client experience, resulting in significant growth in 2023/24’.

PROPERTY LAW TEAM OF THE YEAR:

Winner: Howell-Jones LLP with Philip Hill (Landmark Information Group)

The judges commented, ‘that the winning firm's submission cried out 'teamwork', with a modern twist on good old fashioned client care, they showcased brilliant communication in this day of 'must have technology’.

Highly Commended Nominee: Peacock & Co Solicitors

Private Client Team of the Year: Russell-Cooke LLP

Junior Lawyer of the Year: Niamh Phelan (Peacock & Co Solicitors)

The Results are in!

SUPPORT TEAM MEMBER OF THE YEAR:

Winner: Ashley Burrow (Meadows & Co) with Regina O’Shaughnessy (Clio)

The judges commented, ‘this year's Support Team Member of the Year demonstrated that they are not just about improving themself but also getting the best out of and empowering their colleagues, all alongside supporting their clients. They are clearly not just supporting but also leading from the front’.

Highly Commended Nominee: Lauren Keir, Rosewood Solicitors

TEAM OF THE YEAR:

Winner: Corporate Team Guildford, DMH Stallard LLP with Mike Creffield (NetDocuments)

The judges commented, ‘the Team of the Year 2024 has grown from a standing start five years ago to a significant player in the Surrey market through the quality of its work, constant improvement, commitment to diversity and development, and strong engagement with the local community. The judges were particularly impressed with the innovation it displays and exemplary leadership from its founding partner’.

Highly Commended Nominee: Moore Barlow (Wealth Disputes Team)

LIFETIME ACHIEVEMENT AWARD

June Venters KC

This year, we were proud to award a Lifetime Achievement Award to a very special member of the SLS community, the incredible June Venters KC. June was presented with the Award by Bruce Penson from SLS Patron, Pro Drive IT.

She was recognised for her outstanding work in the field of family law, and we are pleased to share some of the comments that were included in her presentation on the night.

She serves as a true inspiration to all women. The fact that she is excelling in her field whilst also being one of the kindest individuals I have ever worked with speaks volumes about her character. She has been utterly amazing in this case. I have never encountered such tenacity in dealing with a case. I have been in awe of her throughout.

She has set the way for all solicitors to accomplish their dreams, she inspires her staff to excel and supports them through their careers. She has paid for staff to undertake exams, panel memberships and thereafter provides them with financial rewards when they have achieved the same. She will support and champion her staff to achieve the best for their own career

She is down to earth, humble, and incredibly hard working, fighting for each and every client She won my case against all the difficulties and barriers the system put against me and keep her strategy and line of conduct to the last hearing and final judgement. I would recommend her for anyone with family cases like mine. I owe her my children's welfare

She was my saviour, my unexpected miracle on this path of sadness.

Support Team Member of the Year: Ashley Burrow

Team of the Year: Corporate Team Guildford, DMH Stallard LLP

June Venters KC

Renters’ Rights Bill: Top ten key changes for landlords and tenants

A Feature Article by SLS Corporate Member, Charles Russell Speechlys

By Bella Stuart-Bourne

Introduction

and Laura Bushaway

Following a change of Government in July, Labour introduced the new Renters’ Rights Bill to Parliament on 11 September 2024 (the Bill). This followed the Conservative’s Renters’ (Reform) Bill which was dropped when the general election was announced. The top ten key changes for landlords and tenants which will be made by the Bill are summarised below. However, the usual caveat applies that the Bill may change as it moves through Parliament.

1 There is a ban on Assured Shorthold Tenancies (ASTs) and Section 21 Notices

Many short-term residential tenancies that exist today are ASTs, which are often for fixed terms, though can also be periodic. Under the Bill, it will only be possible to create assured monthly periodic tenancies. Fixed-term short residential tenancies will be a thing of the past. In addition, landlords will only be able to obtain possession of a property from a tenant if they satisfy one of the grounds in the legislation, given that “no-fault” (or perhaps more accurately described as “no-reason”) evictions will disappear with the abolition of Section 21 Notices. Tenants will be able to vacate upon two months’ notice.

2 Grounds for possession will be extended and amended

A landlord must be able to establish a ground for possession in the legislation if they want to obtain possession of a property. The Bill extends some of the existing grounds and introduces some new grounds for possession.

• Ground 1: Mandatory ground for possession: occupation by the landlord or a member of their family – This is widened to enable a landlord to seek possession where the landlord or a member of their family including their parent, grandparent, sibling, child or grandchild intend to occupy the property for the ground to be established.

• A new ground 1A: Mandatory ground for possession: landlord wants to sell the property – A landlord can seek possession where they intend to sell or transfer the property (but only after 1 year of the tenancy has elapsed).

For grounds 1 and 1A there is also a significant factor for landlords to be aware of. Where a Section 8 Notice is served and/or proceedings issued for possession on either of these grounds, the landlord is prevented from re-letting or marketing the premises for re-letting

for a period of 12 months after service of the Section 8 Notice or issue of possession proceedings. Otherwise, they could be liable for a financial penalty of up to £7,000 enforced by the local housing authority. This is to deter landlords from mis-using these grounds.

• A new ground 4A: Mandatory ground for possession: landlord seeking possession from full-time students in an HMO – Where the property is an HMO for full-time students, and the landlord seeks to let the property to other students during the next academic year.

• Ground 6: Mandatory ground for possession: redevelopment –Possession for redevelopment purposes on this ground is expanded to include private landlords, though can only be used after 6 months of the assured tenancy if a notice of compulsory acquisition is not given.

• Ground 8: Mandatory ground for possession based on arrears –Possession may be sought on this ground if rent, payable weekly or fortnightly, is outstanding for 13 weeks (increased from 8 weeks). Where rent is payable monthly, it must be outstanding for 3 months (increased from 2 months).

3 Notice periods are altered and, in some cases, lengthened The minimum notice periods a landlord is required to give a tenant when obtaining possession of a property are amended as follows:

1, 1A, 1B, 2, 2ZA, 2ZB, 2ZC, 2ZD, 4A, 6, 6A

5, 5A, 5B, 5C, 5D, 5H, 7, 9

5E, 5F, 5G, 8, 10, 11, 18

4, 7B, 12, 13, 14ZA, 14A, 15, 17

4 months beginning with the date of service of the notice

2 months beginning with the date of service of the notice

4 weeks beginning with the date of service of the notice

2 weeks beginning with the date of service of the notice

The notable changes are that the ground 1 (family members intending to occupy the property) notice period is extended from 2 to 4 months. This same notice period is introduced for ground 1A (sale by landlord). The notice period for ground 8 (arrears) is extended from 2 to 4 weeks.

4 An order for possession can only be made where the tenancy deposit scheme rules are complied with

An order for possession may only be made in respect of an assured monthly periodic tenancy if the tenancy deposit is held in an authorised scheme within 30 days of receipt, and the prescribed requirements and initial requirements of the scheme have been complied with. This is one of the hurdles which currently exists in order to serve a valid Section 21 Notice, but with the removal of such notices, the TDS requirement is shifted to apply to assured tenancies.

This requirement does not apply in relation to the anti-social behaviour grounds for possession (7A and 14) nor if the deposit has been returned to the tenant.

5 More notices of increase in rent will be served

As tenancies will no longer be for a fixed term, more notices of increase in rent will be served on tenants by landlords as that will be the only mechanism for a landlord to increase the rent.

The existing procedure will be amended so that a notice of increase in rent must be given at least 2 months before any proposed rent-increase is to take effect, which also must coincide with the beginning of a new period of the tenancy. Notices of increase of rent can be challenged by a tenant in the FirstTier Tribunal (Property Chamber) (the FTT). In addition, there will be a general right to challenge the rent during the first 6 months of the assured tenancy.

9 The Bill imposes toughened penalties for non-compliance

The Bill imposes penalties on landlords for the following offences:

• Failing to sell a property after obtaining possession on ground 1A, and re-letting the property before 12 months have elapsed since possession was obtained.

• Financial penalties in the event of discrimination against children or the benefit status of a tenant.

• Financial penalties in the event allowing “bidding” by accepting a higher rent than was advertised.

• Financial penalties of up to £7,000 or £40,000 for failing to be a member of a relevant redress scheme or committing some breach in respect of the private rented sector database requirement (see above).

10 The Bill does not address Court reform or strengthen antisocial behaviour possession grounds

The Conservative Government halted the Renters’ (Reform) Bill to examine reforming the Court process in respect of possession proceedings. However, reference to Court funding or reform is conspicuous in its absence from the Bill.

“It is clear that the Bill is going to shake up the residential housing landscape for both landlords and tenants...‘

6 The Bill bans discrimination against tenants with children and upon the benefit status of the tenant

The Bill bans discrimination against children when choosing a tenant from multiple candidates and discrimination based on the benefit status of a prospective tenant. However, the Bill confirms that none of its provisions prevent a landlord from taking a person’s income into account when considering whether the prospective tenant can afford to pay the rent under the tenancy.

7 New right for a tenant to request permission to keep a pet at the property

There is to be a new implied term into every assured tenancy that a tenant may keep a pet if the landlord consents, such consent not to be unreasonably withheld.

There is a specific procedure for giving or refusing consent which requires the landlord to respond within 28 days after the tenant’s request for consent. Pet insurance must be obtained at the cost of the tenant and is a permitted payment under the Tenant Fees Act 2019.

8 New features of the Bill include the Decent Homes Standard and an online property portal

The following are new features within the Bill as compared to the Conservative’s Renters’ (Reform) Bill:

• A ban on prospective tenants bidding for the tenancy. A landlord is not permitted to accept an offer of rent that is higher than the advertised rent.

• A private rented sector database operated by the Government will be established. The database will contain information for active or prospective residential landlords and properties. An active entry on the database will be required in order for a landlord to obtain a Court order for possession of a property (unless the anti-social behaviours grounds (Ground 7A or 14) apply). Failure to comply may incur financial penalties.

• Landlords must be members of a Government-approved redress scheme to deal with complaints, which is to be further particularised in secondary legislation.

• The creation of a decent homes standard in the private rented sector as currently exists in the social sector. Secondary legislation will specify the requirements that must be met by qualifying residential premises to meet the standard.

There is also no mention of lowering the threshold of anti-social behaviour in any of the grounds for possession, despite reference to this in the Renters’ (Reform) Bill. The only change made is to enable the effect of anti-social behaviour on other occupiers in an HMO to be a factor which the Court can take into account when considering whether to make an order for possession in relation to ground 14. Certain anti-social behaviour may therefore continue to fall short of satisfying the relevant grounds for possession.

Conclusion

It is clear that the Bill is going to shake up the residential housing landscape for both landlords and tenants, who would be well advised to keep an eye on any changes to the Bill over the coming months. However, as the commencement date of the Bill is not yet known, there is realistically little that existing landlords or tenants can sensibly do at this stage to prepare for the Bill becoming law. ■

Bella Stuart-Bourne Associate, at Charles Russell Speechlys LLP

Laura Bushaway Knowledge Development Lawyer, Real Estate Disputes Team at Charles Russell Speechlys LLP

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 print edition.

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

X-Press celebrates 25 years in business

Local property search company X-Press Legal Services is celebrating the exceptional milestone of 25 years in business.

Supporting conveyancing professionals across Surrey, the Guildford based firm is busier than ever providing expert searches and services to facilitate local property transactions.

Frances Brown owner of X-Press Legal Services Surrey commented: “We are delighted to be celebrating 25 years of X-Press Legal Services. We are proud to have brought X-Press to Surrey’s legal community and are planning to celebrate by giving back to local charities this year.”

True to her word, last month Frances donated £1,000 to two local charities, the Eikon Charity and the Halow Project, both of which help young people to live happily and receive support through every aspect of their lives.

X-Press Legal Services is proud of its commitment to building long standing relationships with conveyancing clients across Surrey and the wider community. Its independent local team is committed to exceeding client expectations, becoming a trusted and invaluable property partner.

“The conveyancing process has advanced hugely over recent years and we have supported many local firms through complex changes such as digitalisation,” added Frances. “A typical property transaction now involves several financial and identity

checks for each party and we are consistently delivering the best conveyancing products and software to protect our clients and their customers.

“We are proud to offer all X-Press clients free access to ICOS, our Intelligent Online Conveyancing System. With ICOS, they can oversee every aspect of property transactions online and collaborate seamlessly with estate agents and brokers, ensuring transparency throughout the sale or purchase. ICOS, when combined with other X-Press products such as our quotation management platform and X-Press Pay (which facilitates open banking payments), equips conveyancers with efficient and compliant tools, designed to make their working lives easier.”

X-Press Legal Services continues to set the benchmark for quality, reliability, and expertise. Frances’ team provides a wraparound service including residential & commercial searches, pre & post completion services, cyber security, and compliance products. For more information about X-Press Legal Services contact Frances on FrancesB.1368@xpresslegal.uk or email central.1368@xpresslegal.uk or visit xpresslegal.co.uk ■

If

Preparing law firms for the impact of AI

Artificial intelligence (AI) simulates human intelligence processes through machine learning, analysing vast amounts of data to identify correlations and patterns. This allows AI to uncover valuable insights and predicts future outcomes, profoundly influencing our daily lives. From online shopping and music playlist recommendations to managing smart motorways and enabling virtual assistants like Siri and Alexa, whether we embrace it or not, AI's impact is undeniable.

AI is also transforming our working lives, particularly in fields like legal services, which often involve complex, repetitive, and time-consuming tasks. This makes the profession ideally suited to benefit from the efficiencies AI provides. Its impact on law firms today is as significant as that of cloud technology 15 years ago. We are witnessing another technological revolution that is reshaping the future of legal service delivery.

This transformative shift in the rise of AI is heralding a new age of efficiency, providing law firms access to game-changing innovation that is altering the way they practise law and deliver client service.

AI-driven solutions are transforming traditional legal processes and enhancing the capabilities of legal practitioners. Instead of replacing lawyers, AI serves as an invaluable assistant, supporting various aspects of legal practice, such as drafting and analysing legal documents, performing legal research, recording time, and summarizing cases. The growing acceptance of AI within the profession, thanks in part to innovations like ChatGPT, has catalysed further investment in AI capabilities by technology providers.

The opportunity presented by AI For lawyers, time directly translates to money. AI can automate essential tasks that once took days, completing the same work in seconds. This is especially valuable for those handling fixed-fee work. By streamlining these activities, AI allows practitioners to develop areas of their business where legal technology cannot assist, enhancing the service received by clients in less time and at a lower cost.

A couple of areas within a lawyer’s daily routine that can be significantly streamlined by AI include:

• Legal research: AI can analyse extensive databases of case law and statutes, providing comprehensive, contextually relevant insights swiftly.

• Document drafting: AI enables quick creation, adaptation, and review of legal documents and summaries.

Being AI , these tools are accessible 24/7 empowering lawyers to receive instant responses to questions, prepare documents, and review case law anytime and anywhere. By automating low-value

and low-skilled tasks, AI enables law firm staff to focus on highervalue work. This not only provides opportunities for upskilling existing employees but also ensures a clear return on investment.

The introduction of these innovative features represents a significant advancement in equipping lawyers with cutting-edge AI technology. Pioneering software providers are investing time and resources into AI development within their software so that law firms can manage cases with optimal efficiency, conduct research with greater precision, and ultimately increase productivity and the quality of legal services delivered.

While much has been said about AI potentially replacing lawyers, less attention is given to how it can complement and enhance their capabilities. By leveraging legal software AI tools and by understanding the optimal use of these applications, lawyers can greatly benefit from this technological revolution.

Matter AI, LawY and Template Generator are available and included as part of the LEAP subscription. For more information on AI within LEAP, visit leap.co.uk/ai ■

By Gareth Walker CEO, LEAP UK

Alex Watson-Lee

Hello!

I’m Alex Watson-Lee, the current Chair of the Surrey Junior Lawyers Division!

For those who don’t know, the Surrey Junior Lawyers Division (‘SJLD’) is a Law Society-affiliated organisation focused on supporting aspiring and junior lawyers in and around Surrey. As a committee, we organise exciting networking and educational events, fundraisers for charities and support sessions for our members.

Surrey Junior Lawyers Division

2024 elections) the results were very close! So, thank you to all those who applied and congratulations to our members who now form part of the committee.

We’ve got so much planned for the upcoming term (including our annual gala) and I’m excited to work alongside the committee to put on some great events. Keep an eye out on your emails and on our LinkedIn page for our next event (details to be confirmed very soon!).

We have recently held our annual elections and had to say goodbye to last term’s committee who put on some fantastic events throughout the year. Membership is higher than ever and our events continue to grow in size and popularity.

The events that we host are not possible without the assistance of our sponsors and the hard work and time that our committee members dedicate to putting on the events. I must thank Bethany Walker, the committee’s outgoing chair, who worked diligently to lead the committee through another successful term. Whilst Bethany retains a role as Immediate Past-Chair, special thanks and recognition must also be given to Martin Whitehorn, our outgoing National JLD Representative, for his 5 years’ service as a committee member to the SJLD. Both Bethany and Martin have now been successfully elected to represent junior lawyers on the Law Society Council and we wish them both the very best of luck!

Looking forward, I would like to extend a warm welcome to our incoming committee members, (listed here) some who are new to the committee and some who will be familiar faces. We had many great applications this year and (unlike some

If you are not yet a member of the SJLD and would be interested in becoming one (it is free!) then head over to our website: www.surreyjld.org.uk and click on the ‘Join us’ tab. You’ll join our mailing list (we won’t bombard you, promise) and you’ll be kept up to date with all our upcoming events for this year.

We look forward to seeing you at our events throughout the year and don’t hesitate to get in touch with one of our committee members if you would like to find out more. 

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

“ We’ve got so much planned for the upcoming term (including our annual gala) and I’m excited to work alongside the committee to put on some great events.”

2024/25 SJLD Committee

Chair

Alex Watson-Lee

Vice Chair

Bisma Hussain

Immediate Past Chair

Bethany Walker

Treasurer Seema Gill

Secretary Daisy Welland

Digital Marketing

Representative Bethany Catchpole

Events

Representatives Astor Chan & Kali Phelan

Diversity & Inclusion

Representative Bethany Catchpole

National JLD

Representative Daisy Daynes

University & Colleges

Representative Akarsshaa Bhargava

Sponsorship Representative Ellie Sullivan

Surrey Law Society Representative Katie Foulds

Charity Representative Joanna Earl

'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 energy bills is putting an extra burden on people. Our statutory services such as NHS and adult social care are also very stretched which means the demand for Age UK Surrey services continues to grow alongside our ageing population.

People we support today have more complex needs and their situation will be unique. That is why we tailor our support holistically. We help increase people’s income, we aim to reduce loneliness and social isolation, maintain people’s independence, and improve health, wellbeing and resilience.

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 that:

■ Provide practical support by helping people understand their options and entitlements through free, impartial and confidential advice on all issues such as housing, care and money.

■ Gives people additional income through benefits they are entitled to but may not be claiming.

■ Give people the gift of friendship and companionship by connecting and introducing them to others through our wellbeing service.

■ Help people remain healthy and connected and learn new skills through social activities, walks and tea and chat groups.

■ Enable people to remain independent at home by offering practical Help at Home support such as cleaning and shopping.

Age UK Surrey is a local independent charity. Monies gifted to us remain in Surrey which means that a gift will benefit a Surrey resident. Please refer to our charity as ‘Age UK Surrey’.

Registered charity number: 1036450. Thank you. ■

Age UK Surrey is committed to being there for older people.

If your client decides to leave a gift in their will to Age UK Surrey they will be helping people in the County navigate the changes and challenges of later life.

Ask. Draft. Analyse.

LEAP offers a fully integrated legal practice productivity solution, complete with premium, purpose-built legal AI tools. Ask any legal question and get it verified by a qualified lawyer with LawY, accelerate document drafting with Generator and find intricate details about your matters in seconds with Matter AI.

LEAP AI is included in all LEAP subscriptions at no extra cost.

visit: leap.co.uk/legal-ai