From Prep to Practice: A Confident Approach to Financial Remedy Proceedings

Introduction

This introductory webinar is aimed at those with a basic understanding of the financial remedy procedure who would like to develop their hands-on practical case management skills to ensure comprehensive case preparation and management to enable them to advise clients with confidence.

This webinar aims to equip junior lawyers up to 5 years PQE, trainees and paralegals with the confidence and practical skills to tackle the complexities of a financial remedy case.

It is also suitable for returners to work who may need a confidence boosting refresher.

What You Will Learn

This webinar will cover the following:

• Getting it right from the start; the importance of the first interview
• Scoping and pricing
• Managing the client’s expectations: outcomes, timescales and costs
• Explaining the approach of the court to your clients
• The statutory framework - s.25 of the MCA 1973
• The Sharing Principle and Standish
• Quantifying needs; the approach of the court to the discretionary exercise
• Key cases - an analysis of relevant case law
• To issue or not - that is the question - the costs/risk analysis and NCDR
• The essential toolkit and the vital importance of case planning
• Preliminary issues - MPS and LSPOs
• Drafting Form E - avoiding the pitfalls and pleading your case
• How to deal with disclosure esp. trusts and business interests
• Preparing for FA and FDR - the Efficient Conduct Statement
• Expert evidence and Part 25 - what is the role of the expert and when can a shadow expert be justified?
• Understanding PD27A - non-compliance at your peril
• Formulating offers, understanding net effect