How to Tackle Financial Remedy Proceedings with Confidence - Live at Your Desk

Introduction

This virtual classroom seminar 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.

The session 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 live and interactive session will cover the following:

• Getting it right from the start; the importance of the first interview
• Understanding scoping and pricing
• Managing the client’s expectations; costs, timescales and outcomes
• The statutory framework - s.25 of the MCA 1973
• Quantifying needs; the approach of the court to the discretionary exercise
• Key cases - an analysis of relevant case law
• Estimating costs, taking away the guesswork
• To issue or not - that is the question - the costs/risk analysis
• The essential toolkit and the vital importance of case planning
• Tricky preliminary issues - MPS and LSOs
• Drafting Form E - avoiding the pitfalls and pleading your case
• How to deal with disclosure of trust and business interests - avoiding the pitfalls
• Preparing for FDA and FDR - checklists at the ready
• 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
• Explaining the approach of the court to your clients
• Formulating your position from the outset
• Formulating offers, understanding net effect

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.