Summary assessment meaning

Guidance on the assessment of costs appears in CPR PD 44, paras 8.1–8.3. The approach adopted will vary according to the categories of costs a party seeks to recover. The table below outlines the various types of costs and assessment routes, and includes further links to the pertinent references and the supporting guidance...

This Checklist outlines a series of points and considerations that a dispute resolution solicitor may wish to bear in mind when guiding and advising a client who is starting or pursuing proceedings against a counterparty facing financial distress and difficulty. For further guidance on matters to weigh carefully at the outset of a dispute, also see Practice Note: Resolving a dispute—initial considerations, which summarises early-stage issues and related considerations. For a separate checklist highlighting issues a dispute resolution solicitor may wish to consider when advising a client who is answering a claim brought by a financially troubled party, see: Responding to a claim advanced by a party in financial difficulty—checklist, which addresses that responding context practically. Claims against a defendant in financial difficulty When representing a would-be claimant, it is crucial to undertake a rigorous assessment of risk to decide whether it is commercially sensible to advance a claim before issuing any proceedings, with a central aspect of that evaluation being a clear grasp of the prospective defendant’s...

This Checklist outlines the Guideline Hourly Rates (GHR) across periods from 1 October 2021 through 31 December 2023, and the current figures, which were adjusted for inflation on 1 January 2026. From 2024, the GHR are uplifted each year for inflation in line with the Services Producers Price Index. The 2021 Guide remains pertinent for practitioners as it explains the purpose and approach to GHR. At paragraph 28, it states that GHR provide a baseline for summary assessment and can also sensibly inform detailed assessment. The rate applied will also turn on the fee earner’s grade and location, for example whether a Grade A working in London or outside London. For principles and the courts’ approach, see Practice Note: Guideline hourly rates. GHR from 1 January 2026 Grade A - Solicitors and legal executives with over eight years’ qualified experience London 1: £579 London 2: £422 London 3: £319 National 1: £295 National 2: £288 ...

In this issue Key DR developments Claims and remedies Costs and funding Litigation Applications—general Evidence and disclosure Appeals New content Dates for your diary Useful information Daily and weekly news alerts Key DR developments CPR Committee minutes Minutes of the CPR Committee meeting—6 June 2025: The Civil Procedure Rule Committee met on 6 June 2025 in a hybrid session at The Rolls Building (Royal Courts of Justice) and via video conference. The minutes confirm a forthcoming CPR 51 pilot enabling non-parties to obtain court documents, arising from the Supreme Court ruling in Cape Intermediate Holdings Ltd v Dring [2019] UKSC 38. They also record approved amendments to the e‑working pilot, progressing towards a permanent electronic filing system as part of ongoing court modernisation. Further topics included summary assessment of costs, arbitration updates, disclosure, civil restraint orders, closed material procedures, judicial review reforms for infrastructure projects, whiplash reforms, digital services and other procedural...

Note: the CPRC no longer distributes the underlying papers with the minutes, and consequently no documents explaining the matters discussed are supplied alongside this News Analysis. A copy of the minutes can be found here: Minutes of the Civil Procedure Rule Committee. Welcome, apologies and introductory remarks (item 1) The minutes of the 9 May 2025 meeting were approved (for more detail, see News Analysis: Minutes of the CPR Committee meeting—9 May 2025). From the action log, the following items were recorded: Forms and standard orders—various strands of work remain in progress, and a new working group will be created. The Chair and Secretariat will finalise the finer details outside the committee. Digital Markets, Competition and Consumers Act 2024—drafting was agreed under item 3 at the Minutes of the CPR Committee meeting—9 May 2025, and the finalised draft is now circulating within the sub-committee for approval. A handful of substantive issues have emerged but are not anticipated to require consideration by the full committee....

In this issue: Medical devices Intellectual property Data protection and life sciences Pharmaceuticals—regulatory framework Research and development Competition in life sciences Daily and weekly news alerts New and updated content Trackers Useful information Medical devices Government supports new UK medical device rules following consultation The Medicines and Healthcare products Regulatory Agency (MHRA) has issued the government’s concluding response to its consultation on planned updates to medical device legislation, setting out future pathways to market for medical devices. The government will advance three principal changes: adopting an international reliance framework, removing the UKCA marking requirement once devices carry unique device identification (UDI), and revising the classification of in vitro diagnostic (IVD) devices. Collectively, these measures are intended to modernise oversight while promoting innovation and protecting patient safety. See: LNB News 23/07/2025 14. AI developers, users see EU’s guidelines on general-purpose AI models MLex: On 18 July 2025, the European Commission released guidance...

This Practice Note sets out the particular rules governing VAT on costs that fall to be the subject of either summary or detailed assessment before the High Court. The applicable provisions are contained in CPR PD 44. Entitlement to This is addressed at CPR PD 44, para 2.3 through to CPR PD 44, para 2.6. The party seeking recovery of costs bears responsibility for ensuring that VAT is claimed only if, and only to the extent that, it cannot recover from HMRC the VAT it has incurred (CPR PD 44, para 2.4). if the VAT is recoverable from HMRC, it should not be included in a claim for costs if only a proportion of the VAT is recoverable from HMRC, include only that proportion which is not recoverable from HMRC in the claim for costs The legal adviser’s VAT registration number must appear in a prominent position at the head of every statement, bill of costs, fee sheet, account or voucher...

Why are construction products regulated? Construction products are regulated to: confirm that any item entering the market meets all legal obligations, and build trust among consumers, public authorities and manufacturers regarding product conformity What sort of products are affected? ‘Construction product’ means any product or kit manufactured and placed on the market for permanent incorporation in construction works, or their parts, where its performance affects how those works satisfy the basic requirements. This includes items such as doors, windows, shutters and gates, membranes, thermal insulation, chimneys and flues, sanitary appliances, fire alarms, flooring, fire-retardant products, space heating appliances, power cables, glass, fixings, and many others. Key definitions Placing on the market ‘Placing on the market’ is the first time a construction product is made available on the GB market, as described in UK government guidance. Making available on the market ‘Making available on the market’ means any supply of a construction product for distribution or use...

This Practice Note explains what a determination (also known as a revenue determination) is for direct tax purposes (ie a direct tax determination) when HMRC may issue a direct tax determination the potential quantum of any direct tax determination the time limits within which HMRC can make such a determination the consequences of a determination for a taxpayer the ways in which a taxpayer may displace a direct tax determination For this Practice Note, unless expressly stated otherwise, determination means a direct tax revenue determination. For a practical, step-by-step aid to handling a direct tax determination, see: Practical steps for dealing with a revenue determination for direct tax purposes—checklist. Note that a revenue determination is not the same as a discovery determination. A discovery determination is akin to a discovery assessment; however, a discovery determination—unlike a discovery assessment and unlike a revenue determination—only applies where a company has submitted a tax return...

1 General information Report date: [ Enter date ] Previous report date: [ Enter date ] Report submitted by: [ Enter name ] 2 Action points arising from last report Action item: [ Enter action point ], Responsible person: [ Identify person responsible for this action point ], Status: [ Enter status ] Action item: [ Enter action point ], Responsible person: [ Identify person responsible for this action point ], Status: [ Enter status ] Action item: [ Enter action point ], Responsible person: [ Identify person responsible for this action point ], Status: [ Enter status ] Action item: [ Enter action point ], Responsible person: [ Identify person responsible for this action point ], Status: [ Enter status ] 3 Executive summary This report covers the following items: 3.1 overview of business operations; 3.2 account of the operation of competition law compliance systems and controls;...

1 Nominated officer details Organisation name: [ Insert name ] Name of nominated officer: [ Insert name ] Reports to: [ Insert name ] Full time/part time: ☐ Full-time ☐ Part-time Details of any additional positions within the organisation: [ Insert details ] Date appointed by the organisation: [ Insert date ] 2 Role summary Serve as the nominated officer, designated in line with the Money Laundering Regulations 2017 (MLR 2017) for [ name of organisation ]. Receive and assess internal suspicious activity reports (SARs), and judge whether they amount to knowledge or suspicion (or reasonable grounds for either) that someone is involved in money laundering, terrorist financing, or proliferation financing. Determine if a disclosure should be made to the National Crime Agency (NCA), submit external SARs when required, and act as the primary point of liaison with the NCA. ...

1 General information Report date [ Insert date ] Previous report date [ Insert date ] Name and role of submitter [ Insert name and status, e.g. Anti-bribery and Corruption Officer (ABC Officer) ] 2 Action points arising from last report Action: [ Insert action point ] Person responsible: [ Identify person responsible for this action point ] Status: [ Describe status of the action point ] Action: [ Insert action point ] Person responsible: [ Identify person responsible for this action point ] Status: [ Describe status of the action point ] Action: [ Insert action point ] Person responsible: [ Identify person responsible for this action point ] Status: [ Describe status of the action point ] Action: [ Insert...