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Expert determination meaning

What does Expert determination mean?
A contractual form of alternative dispute resolution in which the parties appoint an independent subject‑matter expert to decide a defined issue—typically technical or valuation—arising under their agreement. It is not arbitration and is not governed by the Arbitration Act 1996 or Irish arbitration legislation; its effect and procedure derive from the contract, with principles developed in case law across England & Wales, Scotland, Northern Ireland and Ireland. Key features include: a tightly defined remit; the expert may use their own knowledge and make inquiries; a typically documents‑only, confidential process; and a decision that is usually expressed to be final and binding “save for fraud, manifest error or excess of jurisdiction”. Challenges are therefore very limited. Enforcement is by suing on the contract (for debt, specific performance or declaratory relief), and courts may stay proceedings where an expert determination clause applies. Common uses include rent reviews, completion accounts and earn‑outs in M&A, share valuations, construction and engineering disputes, and price adjustments in energy and commodities. Appointment is often by agreement or via a nominating professional body (for example, RICS or ICAEW). Usage and effects are broadly consistent across the UK and Ireland, with no dedicated statutory code.
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NEWS
UK dispute resolution weekly update: cross‑border service/enforcement, limitation on fee shortfalls, CPR 7.7, arbitration non‑intervention, data security duties, expert determination, Scottish horizon—5 March 2026

In this issue: Key DR developments Cross-border disputes Pre-action and limitation Litigation Case management Evidence and disclosure ADR Scottish Dispute Resolution Dates for your diary Useful information Daily and weekly news alerts Key DR developments Guidance and reports Courts and Tribunals Judiciary publishes February 2026 updated edition of the Equal Treatment Bench Book: The Courts and Tribunals Judiciary has issued an interim February 2026 update to the Equal Treatment Bench Book. For more information, see: Courts and Tribunals Judiciary publishes February 2026 updated edition Equal Treatment Bench Book—LNB News 26/02/2026 28. HCCH publishes 2025 annual report highlighting private international law developments The Hague Conference on Private International Law (HCCH) has released its 2025 annual report, noting the creation of two new Experts’ Groups to examine private international law topics linked to Digital Tokens and Carbon Markets. For more information, see: HCCH publishes 2025 annual report highlighting private international law...

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NEWS
UK and EU commercial law weekly: CMA green claims guidance, Brexit assimilated law pause, Dandara v Medway, HMRC customs, GB labelling, EUDR delay, Cyber Security Bill

In this issue: Advertising, marketing and sponsorship Brexit Contracts International Sale and supply of goods Supplier management Supply of services LexTalk®Commercial: a Lexis®Nexis community Daily and weekly news alerts New and updated content Dates for your diary Trackers Advertising, marketing and sponsorship The Competition and Markets Authority (CMA) has released a practical compliance guide (the Guidance) on environmental claims for fashion brands, drawing on the principles in its Green Claims Code (the Code). It has also encouraged 17 fashion brands to revisit their green claims in light of the Guidance. In their article, Nigel Parr, partner, Christopher Eberhardt, counsel, and Olivia Spong, associate, at Ashurst, set out the main insights from the Guidance and consider the potential consequences for businesses both inside and beyond the fashion industry, including effects on internal procedures and engagement across supply chains. See News Analysis: CMA publishes guidance on environmental claims in the fashion sector. ASA rulings—2...

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NEWS
Oliver v Oliver: 2015 Will set aside for lack of testamentary capacity and undue influence; due execution challenge failed; 2009 Will reconstituted and admitted to probate (England and Wales)

Oliver v Oliver [2024] EWHC 2289 (Ch) What are the practical implications of this case? This judgment stands as an uncommon instance of a Will being set aside for both want of testamentary capacity and undue influence despite professional preparation, the court having the testator’s recorded instructions, and a certificate obtained from the testator’s GP. It merits close reading for its survey of authority and its demonstration of the application of legal principles in real cases, including where a defendant declines to engage with the proceedings. The court concluded that William lacked testamentary capacity after a detailed evaluation of his medical notes (including a post-mortem), expert opinion from a Consultant in Old Age Psychiatry, and witness evidence. Although a determination on undue influence was not required, the reasoning still provides a helpful illustration of a successful claim. Jane adduced substantial material evidencing Rodney’s domination of William, which encompassed restricting his contact with other relatives and influencing his medical treatment. Rodney induced William to cease his prescribed treatment and instead...

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View the related Practice Notes about Expert determination

PRACTICE NOTES
Deadlock in UK corporate joint ventures: triggers, reserved matters, and resolution mechanisms (escalation, ADR/expert determination, buy-sell options, share transfers, and termination via liquidation or winding up)

A deadlock arises when parties to an agreement face an irreconcilable dispute and cannot reach consensus. The expression is commonly associated with corporate joint ventures (JVs), especially 50:50 JVs where neither side holds a controlling interest and, as a result, unanimous consent is required for all decisions. Deadlock may equally occur in non-50:50 JVs, for example where specific matters demand unanimity or where more than two JV participants vote and no majority is achieved. Certain conflicts can trigger a deadlock that prevents the joint venture company (JVC) from operating effectively. It is sensible to address at the outset how a deadlock might be settled. Consequently, joint venture agreements (JVAs) usually include deadlock resolution mechanisms (often in stepped stages) that must be followed to resolve the impasse. Defining deadlock procedures within the JVA will save time and expense if a deadlock emerges and will help the parties to maintain the JV's continuity. On occasion, the very circumstances that produce a deadlock can also prompt the aggrieved party to seek relief under...

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PRACTICE NOTES
Mediation in contentious trusts and estates: CPR framework, leading cases, timing, parties, settlement mechanics and costs consequences (England and Wales)

Mediation has become increasingly prevalent as a form of alternative dispute resolution (ADR) in the UK since the Access to Justice Report. It is consistently promoted by the courts as part of the overriding objective under CPR 1.4(2)(e). The courts also now hold explicit powers to direct parties to ADR under CPR 3.1(2)(m), and parties are required to consider it under the Practice Direction – Pre-Action Conduct and Protocols. This is further reflected in the Chancery Guide, para 10.1. While the Civil Procedure Rules do not provide a specific pre-action protocol for probate and trust disputes, the Association of Contentious Trust and Probate Specialists has issued a Code to support practitioners. It states at 2.18 that parties should at all times evaluate whether ADR is suitable and note that the court may now order participation in ADR. ADR takes various forms, including: Mediation Early neutral evaluation (court-based and private) Financial dispute resolution (court-based and private) Expert determination Arbitration Not...

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PRACTICE NOTES
Hong Kong International Arbitration Centre Administered Arbitration Rules 2018: Procedural Guide to Case Management, Pleadings, Expedited and Early Determination, Evidence, Hearings and Closure

This Practice Note offers guidance on the overall conduct of an arbitration under the Hong Kong International Arbitration Centre (HKIAC) Administered Arbitration Rules 2018 (the 2018 HKIAC Rules; HKIAC 2018). As outlined in Practice Note: HKIAC (2018)—the HKIAC Administered Arbitration Rules—application and key features, the 2018 HKIAC Rules generally govern HKIAC arbitrations begun on or after 1 November 2018, unless the parties agree otherwise; for arbitrations initiated before 1 November 2018, the 2013 HKIAC Rules will generally apply, again subject to party agreement. For an introduction to the HKIAC and its structure, see Practice Note: HKIAC—background to and structure of the institution. For guidance on commencing and answering proceedings, see Practice Notes: HKIAC (2018)—starting an arbitration and HKIAC (2018)—responding to a HKIAC arbitration. The overall approach to procedure in a HKIAC arbitration Each arbitration is unique, and a chief attraction of this form of dispute resolution is the ability to tailor the procedure to the requirements of the case. Nonetheless, most arbitrations follow a broadly similar procedural trajectory....

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PRECEDENTS
Services Benchmarking Schedule: Process for Market-Competitive Charges and Performance Standards, Benchmarker Selection, Reporting Timelines, Change Control, Remedies (Termination or Expert Determination), Confidentiality, Information Duties and Cost Allocation

Schedule—Benchmarking 1 Introduction 1.1 This Schedule sets out processes and protocols for benchmarking the Supplier’s services...

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PRECEDENTS
Pro-licensee patent and know-how licence precedent: sublicences, improvements option, licensee-led prosecution and enforcement, expert determination, royalties and milestones (England and Wales law)

This Agreement is made on [ insert date ] Parties [ insert name ] [ of OR a company incorporated in [ insert jurisdiction, eg England and Wales ] under number [ insert registered number ] whose registered office is at ] [ insert address ] (the Licensor) [ insert name ] [ of OR a company incorporated in [ insert jurisdiction, eg England and Wales ] under number [ insert registered number ] whose registered office is at ] [ insert address ] (the Licensee) Each of the Licensor and the Licensee constitutes a party, and together the Licensor and the Licensee are the parties. Background The Licensor is the [ owner of OR applicant for ] the Licensed Patents and holds the Licensed Know-How. The Licensor intends to grant the Licensee a licence to exploit the Licensed Patents and the Licensed Know-How, and the Licensee agrees to take that licence subject to, and in accordance...

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PRECEDENTS
Precedent Long-form Research and Development Agreement with IP ownership/licensing and royalty options (England and Wales)

This Agreement is entered into on [ insert date ] (the Commencement Date) between the following organisations (each a ‘party’ and collectively the ‘parties’), as identified below: Parties [ insert researcher name ], a company incorporated and registered in [ England and Wales ] with company number [ insert company number ], whose registered office is at [ insert registered office ] (the Researcher) [ insert customer name ], a company incorporated and registered in [ England and Wales ] with company number [ insert company number ], whose registered office is at [ insert registered office ] (the Customer) Background The Researcher has the expertise and capacity to undertake research within the field of [ insert details ]. The Customer wishes to appoint the Researcher to perform the Research (as defined below), and the Researcher agrees to proceed on the terms of this Agreement as set out herein. [ Insert details ]...

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