![]() |
[Home] [Databases] [World Law] [Multidatabase Search] [Help] [Feedback] | |
England and Wales High Court (Senior Courts Costs Office) Decisions |
||
You are here: BAILII >> Databases >> England and Wales High Court (Senior Courts Costs Office) Decisions >> Bendriss v Nicholson Jones Sutton Solicitors Ltd [2024] EWHC 1100 (SCCO) (10 May 2024) URL: http://www.bailii.org/ew/cases/EWHC/Costs/2024/1100.html Cite as: [2024] EWHC 1100 (SCCO) |
[New search] [Printable PDF version] [Help]
SENIOR COURTS COSTS OFFICE
Strand, London, WC2A 2LL |
||
B e f o r e :
____________________
FADILA BENDRISS |
Claimant |
|
- and - |
||
NICHOLSON JONES SUTTON SOLICITORS LTD |
Defendant |
____________________
for the Claimant
Martyn Griffiths (instructed by Nicholson Jones Sutton Solicitors Ltd) for the Defendant
Hearing date: 4 April 2024
____________________
Crown Copyright ©
Costs Judge Rowley:
Introduction
The application for specific disclosure
1. Instructions or other communications between the Defendant, including any agents of the Defendant, and Westongate Associates Limited in respect of the Claimant and her policy of insurance with Financial and Legal Insurance Company Limited
2. Policy recommendations made by Westongate Associates Limited in respect of any policy of insurance for the Claimant
3. Instructions or other communications between the Defendant, including any agents of the Defendant, and Parker Colby Insurance Brokers Limited t/a Amberis in respect of the Claimant and her policy of insurance with Financial and Legal Insurance Company Limited
4. Policy recommendations made by Parker Colby Insurance Brokers Limited t/a Amberis in respect of any policy of insurance for the Claimant
5. Instructions or other communications between the Defendant, including any agents of the Defendant, and Financial and Legal Insurance Company Limited in respect of the Claimant and her policy of insurance
6. If not covered by 5 the communications with an ATE insurer charged to the Claimant at item 8 in the Defendant's bill
7. Records by the Defendant in relation to the Claimant's matter under the SRA Financial Services (Conduct of Business) Rules, including any such records, or comparable records including all transactional records under the Accounts Rules or otherwise, whether maintained by the Defendant itself or by Westongate Associates Limited, Parker Colby Insurance Brokers Limited t/a Amberis, or any other acting as agents for the Defendant
8. Instructions or other communications between the Defendant and the agent engaged by it to explain the contract, as referred to in the Defendant's letter to the client dated 8th October 2018
9. Recordings of telephone calls concerning the Claimant's matter generally
The disclosure to date
"Communications with Amberis regarding the ATE took place via an online portal. Information added to that portal was sent out, but no copy was generated for the file nor can those communications be viewed historically. There is nothing to disclose there."
"1-6 The Defendant has already confirmed that communications took place via an online portal that does not store messages. There is nothing to disclose, nor are these communications documents that the Defendant had but are no longer in our control. If information is typed and sent without being stored, it never is a "document"."
"Westongate did make the recommendation. Communication with them was not via Amberis' portal because the recommendation was made beforehand. Requests were made on a global basis pursuant to work type so nothing has been generated or retained on any individual file and therefore there is nothing to disclose."
The proportionality of bringing this application
Can the premium be assessed?
"It follows that a disbursement qualifies as a solicitors' disbursement if either (1) it is a payment which the solicitor is, as such, obliged to make whether or not put in funds by the client, such as court fees, counsel's fees, and witnesses' expenses, or (2) there is a custom of the profession that the particular disbursement is properly treated as included in the bill as a solicitors' disbursement."
"An ATE insurance premium is not a payment which a solicitor is obliged, as such, to make irrespective of whether or not put in funds by the client, comparable to court fees and counsel's fees. It is not, technically speaking, a litigation expense at all… Nor does the evidence establish that there is a custom of the solicitors' profession that an ATE insurance premium is to be treated as a solicitors' disbursement to be included in the bill submitted to the client. Ms Herbert relies on the practice of including the ATE insurance premium as a disbursement in the bill presented by the successful party to the losing party when success fees were recoverable before LASPO. I agree with Mr Bacon that this does not assist at all in establishing a custom that such a premium has been treated as a solicitor's disbursement on solicitor and client assessments. There is no evidence at all before us as to such a custom. Nor did District Judge Bellamy refer to any such custom."
"Even if that is the correct interpretation of the document, it misses the point as to the test for what is a solicitors' disbursement to be included in the bill on assessment. The test is not what is agreed between an individual solicitor and the client but what every solicitor, as such, is obliged to pay irrespective of funding by the client or what is properly included in a bill of costs on assessment as a matter of general custom of the profession."
"This decision is based on the evidence before the district judge. I appreciate that the consequence is that the client will not be able to challenge the amount of an ATE insurance premium through the convenient mechanism of an assessment under the Solicitors Act 1974, section 70. That is not, however, a good reason to decline to apply the principle which is clearly binding on us, in the light of the limited evidence before us, and so create a precedent which both undermines the coherence of the principle and may have unforeseen implications in other and different cases."
Call recordings
Conclusion