Expert Evidence in Financial Remedy Proceedings: Proportionality, Permission & Effective Instruction

Introduction

This virtual classroom seminar will give you the confidence to navigate the complexities of expert evidence, from deciding when it is genuinely necessary and proportionate, to knowing when an alternative approach may be more effective.

You will gain practical insight into how to make the most of an expert instruction, secure the evidence you need and present the strongest possible case for your client. By the end of the session, you will feel more confident about when to seek permission to rely on expert evidence, when to take a different approach and how to ensure your expert is instructed in a way that delivers the best possible evidence.

What You Will Learn

This live and interactive course will cover the following:

• Understand the key case law and Rules governing the instruction, preparation and presentation of expert evidence
• Learn how to secure permission to rely on expert evidence and understand when it is appropriate to do so
• Explore alternatives to expert valuation, particularly where expert evidence is unnecessary or disproportionate
• Gain practical guidance on preparing and presenting a Part 25 application where expert evidence is required
• Learn how to draft effective letters of instruction, including identifying the right questions to ask an expert
• Consider the particular challenges of obtaining expert evidence in relation to complex assets, including pensions and shareholdings

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.