Jurisdiction(s):
United Kingdom

Precedent: arbitration expert report—template, structure and drafting notes (including instructions, summary, declaration, appendices and exhibits)

Published by a LexisNexis Arbitration expert

Precedents

Introduction and instructions

Brief outline of the expert’s background and experience.
Instructions
1. Who instructed: lay client or legal advisers.
2. Where instructed by legal advisers, identify the ultimate client.
3. Detailed directions sufficient for the tribunal to grasp the scope.
Documents relied upon: list or summarised categories.
Circulation limits and reliance permissions.
Disclosures of interest, including links to parties or tribunal.
Any scope limitations (if applicable).

Executive summary

Concise overview of principal conclusions.

Background to the case

Outline the history and context of the matter.

Main body of the report

Set out the detailed analysis, methodology, and evidence.

Conclusion OR Summary

Summarise the expert’s opinions and key reasoning.

Expert's declaration

Insert the required statements and confirmations.

Appendices

Attach supporting schedules and materials.

Exhibits

Include referenced exhibits and documents...

To view the latest version of this document and thousands of others like it, sign-in with LexisNexis or register for a free trial.

DOWNLOAD THIS DOCUMENT

Anvi Kapoor

Forvis Mazars

Anvi Kapoor serves as an Assistant Manager in the Forensic & Investigations team at Forvis Mazars. With nearly five years of professional experience in forensic accounting, Anvi specializes in the preparation of expert determination reports, business valuation, fraud investigations, anti-bribery and corruption reviews, as well as professional negligence matters. She has contributed to a wide range of projects, providing clients and legal teams with comprehensive analysis and clear, evidence-based findings....

Sandy Cowan

Grant Thornton

Sandy Cowan is an associate director in Grant Thornton's forensic and investigation services department, an Associate of the Institute of Chartered Accountants in England & Wales and is an Accredited Counter-Fraud Specialist. Sandy has specialised in forensic accounting since 2007, having been with Grant Thornton since 2003. Sandy's forensic experience includes International arbitrations, expert determinations, business valuations, fraud and other investigations, insurance claims and professional negligence actions in market sectors including oil and gas, manufacturing, retail, security screening and financial services....

Web page updated on 22/05/2026

Popular documents

Using the Judicial College Guidelines to assess general damages in personal injury claims

When evaluating a general damages claim, the practitioner ought initially to refer to the Judicial College Guidelines (JCG)...

Tomlin orders in England and Wales: CPR guidance on drafting, confidentiality, approval, variation, enforcement, limitation, CCA issues, court-specific requirements, sample wording and precedents

This Practice Note This Practice Note reviews mechanisms used in settling litigation. A Tomlin order consists of a consent order paired with a schedule. It operates to stay proceedings on terms that have been agreed. The provisions contained in the schedule may remain confidential. This Practice Note describes the scope of confidentiality attaching to the schedule and sets out how it differs from a standard consent order. Sample wording for a Tomlin order is included, alongside links to precedents, as well as guidance on court approval. It also addresses varying, setting aside and enforcing a Tomlin order, including the considerations the court will take into account when handling applications for each. Further guidance is provided on interpreting and applying the relevant provisions of the CPR; however, some courts and divisions impose very specific requirements for both drafting and approval, and for approaching the schedule and confidentiality issues. Accordingly, you must consider the particular rules and court guide provisions in the forum where your claim is proceeding when drawing up the Tomlin order...

Precedent: Deed of Surrender of Lease with Optional Premium, Settlement and Release, Landlord, Mortgagee and Guarantor Consents, Reimbursement and HM Land Registry Provisions (England and Wales)

Date [ date ] Parties [ name of Landlord ] [ of OR incorporated in England and Wales (company registration number [ number ]) with its registered office at ] [ address ] (Landlord) [ name of Tenant ] [ of OR incorporated in England and Wales (company registration number [ number ]) with its registered office at ] [ address ] (Tenant) [ [ name of Guarantor ] [ of OR incorporated in England and Wales (company registration number [ number ]) with its registered office at ] [ address ] (Guarantor) ] [ [ name of Mortgagee ] [ of OR incorporated in England and Wales (company registration number [ number ]) with its registered office at ] [ address ] (Mortgagee) ] Definitions Within this Deed, the terms below shall be interpreted as follows: [ Annual Rent • the annual sum reserved under the Lease; ] [ Insurance Rent • the Tenant’s share of the Landlord’s costs of insuring the Property (as set out in the Lease); ] Lease • the lease of the Property dated [ date ], entered into between (1) [ the Landlord OR [ name ...

Precedent Statutory Declaration: Standard Wording under the Statutory Declarations Act 1835

I, [ name ], of [ address ], solemnly and sincerely state that: [ Matters to be verified, set out in numbered paragraphs ] I make this solemn statement in good conscience, believing it to be true, and pursuant to the provisions of the Statutory Declarations Act 1835. DECLARED at [ details ] this [ day ] day of [ month and year ] Before me ................................................................................ [ signature of the person before whom the declaration is made ] A [ commissioner for oaths OR [ solicitor OR [ insert other qualification ] ] authorised to administer oaths ]...