Hampshire Legal Sept 2025

HampshireLegal

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PUBLISHER

Ian Fletcher

Benham Publishing Limited, Aintree Building, Aintree Way, Aintree Business Park, Liverpool L9 5AQ

Tel: 0151 236 4141

Fax: 0151 236 0440

Email: admin@benhampublishing.com Web: www.benhampublishing.com

ACCOUNTS DIRECTOR

Joanne Casey

SALES MANAGER

Catherine McCarthy

STUDIO MANAGER

John Barry

MEDIA No.

2104

PUBLISHED

September 2025 © Benham Publishing Ltd.

LEGAL NOTICE

© Benham Publishing Limited.

None of the editorial or photographs may be reproduced without prior written permission from the publishers. Benham Publishing would like to point out that all editorial comment and articles are the responsibility of the originators and may or may not reflect the opinions of Benham Media. No responsibility can be accepted for any inaccuracies that may occur, correct at time of going to press. Benham Publishing cannot be held responsible for any inaccuracies in web or email links supplied to us.

DISCLAIMER

The Hampshire Incorporated Law Society welcomes all persons eligible for membership regardless of sex, race, religion, age or sexual orientation.

All views expressed in this publication are the views of the individual writers and not the society unless specifically stated to be otherwise. All statements as to the law are for discussion between members and should not be relied upon as an accurate statement of the law, are of a general nature and do not constitute advice in any particular case or circumstance.

Members of the public should not seek to rely on anything published in this magazine in court but seek qualified Legal Advice.

COVER INFORMATION

Image by Mikhail Fesenko on unsplash.com

5th December 2025

For the December 2025 edition

Advertising

Anyone wishing to advertise in Hampshire Legal please contact Catherine McCarthy before the copy deadline. 0151 236 4141 catherine@benhampublishing.com

Editorial

Anyone wishing to submit editorial for publication in Hampshire Legal please contact Nicola Jennings before the copy deadline. administration@hampshirelawsociety.co.uk

@hampshirelawsoc

https://www.linkedin.com/company/hampshireincorporated-law-society/

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President’s Review

SEPTEMBER 2025

Kevin Richardson

Welcome to the Autumn edition of the Hampshire Law Society magazine. My third report since being elected as President of Hampshire Law Society.

I am now three quarters of the way through my presidency, it has gone so quickly, after a very busy few months which culminated in the annual dinner and awards, things have slowed down a little which has given me some time to reflect on how important local law societies are to its members.

One of our biggest challenges and indeed questions for me and the rest of the committee is understanding what our members need or want from us – how we can best serve them.

I and the rest of the committee can only do so much, and it is vitally important that our members communicate with us to let us know what we do well and more importantly what we could do better as an organisation.

So, this quarter is a bit of a request from those reading this report and the HILS magazine. How can we improve, what do you need or want from us.

Can we improve our education programme, do we need to continue with this given the wealth of knowledge out there and many free offers of CPD and professional development.

Do you want social activities, if so, what do these look like for you.

We could also really use some new blood on the committee it is always nice to have new faces and new ideas and fresh impetus to the table. If you want to know more or are interested in joining, please feel free to contact me for an informal chat.

Another obvious issue is the size of Hampshire itself and potential logistical difficulties of firms from southern and or northern Hampshire getting together. Most of our firms and committee members are Southampton and Portsmouth based, and it would be great to find a solution and have more influence and involvement from the north of the county. Again, any thoughts about this would be appreciated and welcomed.

As I write I am looking to arrange our annual past presidents’ lunch for late September/early October and invites will be sent out in due course.

In my remaining few months before my term comes to a close, I look forward to continuing to work as hard as possible for our members and continue to explore member engagement and the increase in membership numbers.

I hope you have all had the opportunity of summer break and are recharged and refreshed for the run up to Christmas. ■

Kevin Richardson President Hampshire Law Society

“One of our biggest challenges and indeed questions for me and the rest of the committee is understanding what our members need or want from us – how we can best serve them.”

Hampshire Law Society Contacts

The following is an up-to-date list of committee members’ names and addresses and the sub committees to which they belong

Hampshire Law Society are looking for new Committee Members.

If you would like to join us please contact our administrator Nicola Jennings.  The committee meet every other month either via zoom or at an office.  It is normally a Tuesday at 5.45pm. We would love to welcome you to our Committee.

President

Kevin Richardson Biscoes

15a Somerset House, Hussar Court Waterlooville, Hampshire PO7 7SG

Tel: 023 9225 1257 krichardson@biscoes-law.co.uk

Vice President

Theresa Mills

Churchers

12 High Street, Fareham PO16 7BL

Tel: 01329 820977

tmills@churchers.co.uk

Honorary Secretary

Mo Aldridge

Jasper Vincent

44 Queensway, Southampton SO14 3GT

Tel: 023 8063 3225 maldridge@jaspervincent.com

Honorary Treasurer

Theresa Mills

Churchers

12 High Street, Fareham PO16 7BL

Tel: 01329 820977 tmills@churchers.co.uk

Immediate Past President

Mo Aldridge

Law Society Council Member

Adrienne Edgerley Harris adrienneedgerleyharris@gmail.com

Administrator

Nicola Jennings

Tel: 023 8044 7022 administration@hampshirelawsociety.co.uk

Complaints

Theresa Mills

tmills@churchers.co.uk

Education & Training

Theresa Mills (Chair) tmills@churchers.co.uk

Kevin Richardson

Mo Aldridge

Rachel Tombs

Nicola Jennings

Membership

Tebo Sebitlo (Chair)

Tsebitlo@churchers.co.uk

Sarah Hallett

Contentious

Russell Evans (Chair) russell.david@yahoo.co.uk

Kevin Richardson

Michelle Hurst

Non Contentious

Mo Aldridge (Chair) maldridge@jaspervincent.com

Matthew Robbins

Harry Dancer

PR (inc Social)

Mo Aldridge (Chair) maldridge@jaspervincent.com

Kevin Richardson

Millie Gregory

Rachel Tombs

Regulatory

Adrienne Edgerley Harris (Chair) adrienneedgerleyharris@gmail.com

Kevin Richardson

Naomi Taylor

Diversity and Inclusivity

Michelle Hurst (Chair) mhurst@biscoes-law.co.uk

Naomi Taylor

Theresa Mills

Follow us on Twitter @hampshirelawsoc

Follow us on LinkedIn https://www.linkedin.com/ company/hampshireincorporated-law-society/

Worried about someone you work with?

Working in the law can be intense, with long hours, high pressure, and a constant need for accuracy. The work is often emotionally challenging and it can be hard to switch off. And like everyone else, people in the legal sector are also juggling day-to-day pressures outside of work - family, friends, caring responsibilities - which can make things feel even more overwhelming.

It’s no surprise that people sometimes struggle with their mental health. But spotting when someone needs help - and knowing how to support them - can feel daunting. The good news is you don’t need to be an expert in mental health to check in with a colleague.

It’s normal to feel anxious about starting a conversation with someone you’re worried about, but taking just a few minutes to talk could make a real difference.

Spotting the signs

Everyone has tough days. But if someone’s behaviour changes over time, it might be a sign they’re struggling with their mental health. Look out for:

• Irritability, mood swings, anger and short temper

• Lack of energy, concentration and motivation

• Missing targets, even when working long hours

• Avoiding others or becoming withdrawn

• Changes in appearance or hygiene

• Frequently feeling unwell or needing time off

• Overreacting to small issues

• Coming into the workplace smelling of alcohol

• Becoming overconfident but making mistakes

• Having more tension or problems with managers or teammates

How to start the conversation

Everyone has tough days. But if someone’s behaviour changes over time, Choose a quiet, private space - somewhere away from desks or meeting rooms where the person will feel comfortable. A café or a short walk can help create a relaxed atmosphere.

Start with something simple like, “How are things at the moment?”. They might not open up straightaway, so be patient and be prepared to ask again.

Here are some tips for navigating the conversation:

• Give your full attention: Put your phone away and allow plenty of time so you aren’t rushed.

• Don’t try to fix: Let them speak. Don’t interrupt. Just listen.

• Ask open questions: Try, “How long have you been feeling like this?”, “Is there anyone you feel you can ask for support?”, “Are there any work issues that are contributing to how you are feeling?”, and “Is there anything I can do to help?”

• Show empathy and take them seriously: Say things like, “That sounds really tough” or “I can see this is hard for you.”

• Don’t use clichés: Avoid saying things like “It’ll all work out” or “Just stay positive.”

• Don’t compare stories: Focus on their experience, not your own.

• Offer practical help: Ask what might help them and offer to look into these options with them.

• Encourage support: Suggest they talk to HR or another trusted colleague, visit their GP, or use services like LawCare.

There are more useful tips on how to start a conversation about mental health from Mental Health First Aid England [MHFA].

Talking about mental health at work isn’t always easy

If you’re feeling anxious about making mistakes, you’re not alone - lots of It’s common in the law to feel we need to have all the answers. But simply listening and showing you care is enough.

Some people feel better after opening up - it can be a relief not to keep things hidden. But others may worry about how people will react. It’s important to be discreet and treat what you have been told as confidential.

It’s up to each person whether they want to talk about their mental health at work: there’s no right or wrong. But talking with someone can make it easier to access support.

And remember, supporting someone else can be difficult, frustrating and lonely. It’s easy to overlook the impact on your own mental health when all the focus is on someone else. Be sure to check in with yourself and prioritise your own self-care.

Supporting someone returning to work

If a colleague has taken time off due to mental health, it’s important they feel supported when they return.

Even if you aren’t their manager, stay in touch while they’re off - just to check in, not to talk about work. But remember to respect their boundaries if they need time to heal.

Once they’re back, encourage them (and everyone else) to:

• Take proper breaks

• Avoid working long hours or weekends

• Use their full holiday allowance

Regular catch-ups can also help and demonstrate there’s an open and supportive culture in the team. Some people might like having a “code word” to signal when they’re feeling overwhelmed, without needing to explain in the moment.

Need support?

If you’re worried about a colleague - or struggling yourself - LawCare is here for you. We offer free, confidential emotional support to anyone working in the legal sector.

• Call us on 0800 279 6888

• Email: support@lawcare.org.uk

• chat online (just people – no bots) and access resources at www.lawcare.org.uk 

CPD Programme 2025

RESIDENTIAL CONVEYANCING

Residential Conveyancing & Commercial Property Conference - Southampton

Thursday 18 September 2025 | 9-00-5,00pm

The Hilton, Utilita Bowl, SO30 3XH

Ian Quayle FREE

IQ Legal Training is delighted to invite you to attend its Southampton conference for legal professionals, which will take place on 18th September at The Hilton – Utilita Bowl.

The conference will be split into two main sessions; the morning will focus on residential transactions, and the afternoon will be dedicated to commercial transactions.

The event will provide opportunities for professional development, allow attendees to explore relevant topics, and network with their peers.

Register with IQ Legal Training to Book your place https://iqlegaltraining.com/conferences/

CPD

Mental Capacity Mastery: The Lawyer’s Guide to Precision Decision JOIN US

Thursday 25 September 2025 | 1.00-2.00pm Via Zoom

Mr Gary Spencer-Humphrey FREE

CPD Introduction:

Join Gary Spencer-Humphrey, independent social worker and expert witness, for this practical 1-hour CPD session designed specifically for lawyers navigating the complex world of mental

ADDITIONAL INFORMATION

The programme will be updated once additional information received from speakers ~ Information will be distributed via email and in the quarterly magazine.

You can find more detail on each lecture on our www.hampshirelawsociety.co.uk

PRICING

ZOOM: 1.5 hour lecture = £35.00 (Non Member £50.00)

LIVE: 3 hour lecture= £90.00 (Non Member £130.00) Botleigh Grange Hotel, Hedge End

For Zoom Lectures the link will be provided in the days prior to the event Handouts will be emailed prior to each lecture

CPD (Cont.)

capacity. Gary will take you through steps on how to actively engage with and secure the best outcomes for your clients. He’ll cover assessment and interviewing skills, top tips, red flags and how to actively engage and work positively with clients who may be neurodivergent or living with minor cognitive impairments.

What You’ll Take Away:

• How to identify when a capacity assessment may be required.

• Assessment and interview skills and top tips to better engage with clients in meaningful ways.

• Practical strategies for working with clients who may be neurodivergent or living with cognitive impairments.

• Real case studies from Gary’s decades of experience, including insights from the appealed case ML v Priory Healthcare Limited [2023] UKUT 237 (AAC), where Gary was a lead expert witness.

RESIDENTIAL CONVEYANCING

Tuesday 04 November 2025 | 1.30-4.30pm

Botleigh Grange Hotel

Ian Quayle

• TBA

Our next lecture program for 2026 is being organised and will be updated shortly

TERMS & CONDITIONS

 All applications will receive a written confirmation of booking

 Payment can be made securely online or is required with the registration form. No places can be reserved without payment

 Booking is subject to availability of places

 Delegates may be substituted at any time with an appropriate additional payment for any non-members

 HILS accepts no responsibility for the views or opinions as expressed by the speakers, chairman or any other persons at the event

 HILS reserves the right to alter the venue, programme and the speakers at any time

 Claiming the member rate remains the responsibility of the claimant however HILS will ensure that you are charged the appropriate fee once membership status checked

Your membership also entitles you to attend live and online seminars run by some of our neighbouring law societies –check the website for details.

We are delighted to share that Jonathan Whettingsteel of Dutton Gregory has been awarded Lawyer of the Year – Family Law at the prestigious Modern Law Private Client Awards 2025. This marks another consecutive year of recognition for the national award for Jonathan, a testament to his continued excellence, dedication, and innovation in the field of family law. His nomination followed a year of exceptional achievements, not just personally, but for the department and firm as a whole.

A key highlight of Jonathan’s work has been his commitment to community engagement and access to law. He has been involved setting up law clinics, particularly at Solent University, where over 100 clients were supported in just the first three months. This reflects his drive to open up legal services and careers to a wider audience and those

Jonathan Whettingsteel awarded Lawyer of the Year – Family Law

who wouldn’t otherwise have access to them. This work, alongside his contributions to charity and university outreach, formed the basis for his award nomination.

Jonathan has also been active as a legal commentator, with articles published in national outlets such as Resolution’s magazine. His thought leadership continues to elevate the profile of Dutton Gregory’s Family Law team across the UK. Jonathan has also recently become the training partner at Dutton Gregory which means he is responsible for overseeing trainee solicitors within the firm.

Looking ahead, Jonathan is preparing to begin mediation training in September. With Court systems under increasing pressure, he recognises the growing importance of out of court dispute resolution and is committed to offering clients more flexible, tailored solutions.

Reflecting on the award, Jonathan said:

“As cheesy as it sounds, it is a huge honour. The other people shortlisted are fantastic and highly respected names in the family law profession, so even being listed amongst them was amazing. It’s fantastic to see the Dutton Gregory Family Team being recognised on a national level, both for our client service and commitment, but also for our community work.”

The Modern Law Private Client Awards, sponsored by LEAP, celebrate excellence and innovation across the private client legal sector.

Congratulations, Jonathan! A thoroughly well-deserved recognition! 

Larcomes Strengthens Family Law Offering with Acquisition of Children’s Legal Practice

Larcomes is delighted to announce that it has acquired the Children’s Legal Practice Ltd, a niche family law practice based in Fareham, Hampshire. The takeover strengthens Larcomes presence in the region and enhances the firm’s capacity to serve clients navigating complex family law issues.

Founded in 2004, the Children’s Legal Practice provides tailored legal advice and support to families across the south of England, including Hampshire, West Sussex, Dorset, and the Isle of Wight.

The specialist firm of solicitors focuses on family law matters, with particular expertise in care proceedings and child arrangements disputes. It was established by experienced solicitor Kirti Patel, who has more than 30 years’ experience in family and children’s law, with particular focus on complex cases involving serious allegations of abuse. Kirti and her experienced team of support staff will join Larcomes.

“After many successful and rewarding years of helping families through the Children’s Legal Practice, now is the right time to take our offering to the next level,” said Kirti Patel.

“Larcomes’ commitment to client care, high-quality advice and the local community mirrors our own values and approach, and we are thrilled to be joining forces. I look forward to seeing our clients benefit from the expanded resources and support now available to them,” she said.

Solicitor and managing director of Larcomes, Richard Hopgood said:

“We are thrilled to welcome Kirti and her team to our impressive family law team. Their knowledge and experience perfectly complement our already outstanding offering in this area and ensures we can continue to build on our excellent reputation.”

“The acquisition further bolsters Larcomes’ presence in the southeast of England. The firm now has offices in Portsmouth, Waterlooville, and Fareham, providing legal advice to the local community in Hampshire and across the wider UK.” 

Thoughts of starting as a Trainee Solicitor in 1984

Iam retiring from full time legal work from Footner & Ewing at the end of August 2025 and it has made think about my first few days in the law.

I had taken my Law Degree at Southampton University in 1983 then went to the College of Law at Guildford in 1984. To qualify I had to obtain Articles and I wrote to so many local firms seeing if there was a vacancy, to no avail.

Finally Christopher Green took a chance on me so offered articles with Christopher Green and Partners and I started on 17th September 1984. In those days we all took exams in the summer but the results were not out until November so there was always the risk that if I had failed my articles would end and I would find it hard to qualify as a Solicitor.

I arrived at the Southampton office in Carlton Crescent thinking I would be based there but there was another trainee whose husband was an estate agent and she was going to be there due to her connections and I was told I would be in the Shirley office.

Nick Hannides, who was in the Shirley office, was deputised to take me there and he said we will go in the afternoon so I was left to wander the parks of Southampton wondering what I was letting myself in for. I even remember the Mac I was wearing as it was a bit chilly.

However, everyone at the Shirley office was very friendly and Alan Williams who was an ex policeman Crown Court clerk started to take me to watch Crown Court criminal trials which were in the prefabs up in Romsey Road and these were fascinating.

James Taylor was my Principal and we used to chat for hours.

I could not drive then and started going to the County Court in the classic building in Castle Lane to sit behind Counsel for Family cases. Derek Marshall and Martin Blount, both of whom were Barristers in Chambers at 18 Carlton Crescent, were lovely to me and often gave me lifts back to the Shirley office.

I do remember walking to work once across The Common when it was snowing and wearing trousers and Ivor Weintroub being horrified that I planned to go to Court in trousers. I did reassure him that I had a skirt to change into. In those days women were not allowed to wear trousers in Court and there had to

Fortunately I passed my Solicitor’s Final Exams, the notification went to my parents in Kent as that had been my home address. I was on tenterhooks and my Mum insisted on reading the whole certificate out on the phone . I was delighted to hear I had received First Class Honours and came 12th in the country.

When I went back to the Crown Court the Barristers said I should try for a City job on the strength of the results but I had just got married and my base was here plus I didn’t fancy that sort of work. I much preferred being involved with people and learning about their lives and seeing how I coul

The other trainee had sadly failed so she was not kept on.

I stayed in Shirley and apart from a stint in the Southampton office from 1991 to 1994 have worked there ever since probably for hundreds of clients, I am up to acting for at least three generations of clients.

I am pleased to say I have always worked in firms offering legally aided work and despite the huge bureaucratic and financial burdens Footing & Ewing are one of the few local firms still committed to offering this.

I am also proud to call myself a High Street Solicitor. There are probably not many of us left who have done Crime, Family, Care work, Employment, Housing, Debt, Personal Injury, TOLTA cases, Conveyancing, Wills, Probate, LPAs and Court of Protection work.

I now mostly deal with Conveyancing mainly due to a business need especially through the SDLT holidays. When I leave Footner & Ewing I will be a Consultant with Nexa Law and want to put my family and conveyancing experience to use dealing with family related transfers.

All the firms I have been involved with are I would say basically a succession of the previous ones. Here is a chart showing the connections, hopefully the dates are not too inaccurate. 

Wendy Hewstone

LA Marine partners Philippa Langton, Linda Jacques and Nicky Nelson at the team’s 25th anniversary celebration.

Celebrating 25 Years of LA Marine

In 2025, LA Marine proudly marks 25 years as Lester Aldridge’s specialist marine and shipping law team. Since its launch in 2000, LA Marine has earned a reputation as a trusted advisor across the shipping, logistics, superyacht, and leisure marine sectors. Operating from the firm’s Southampton, Bournemouth, and London offices, the team combines local accessibility with international reach, delivering seamless support wherever clients operate.

LA Marine was founded when Lester Aldridge recruited three experienced shipping lawyers to establish a dedicated marine and shipping law practice at its new office in Southampton. Over the years, the team has expanded its expertise and innovated in marine law, pioneering solutions for leisure marine operators and advising on emerging issues in commercial shipping and logistics.

Today, LA Marine’s legacy continues under the leadership of partners Linda Jacques and Philippa Langton, who bring decades of specialist experience. Linda, who joined in 2004, is recognised for her expertise in both contentious and non-contentious shipping and logistics matters. Philippa, who became part of the team in 2021, is known for bridging the commercial shipping and leisure marine sectors with pragmatic, forward-thinking advice.

Earlier this year, Nicky Nelson joined as Partner in Southampton, bringing over 35 years of experience, including 22 years as Director and General Counsel of the Royal National Lifeboat Institution (RNLI). Her extensive in-house expertise enhances the team’s client-focused approach.

Supporting the partners is a skilled team of solicitors, including Elisabetta Scanferla, Helen Whitaker, Jessica Slater, Sasha Rusakova, and Stephanie Flemming, alongside dedicated professionals such as Yacht Registrations Manager Emma

Smith, paralegal Beyza Torlak, and support staff including Trevor Thompson, Emma Gosling, and Rachel Lee. Trainee solicitor Rebecca Summers also contributes to the team’s breadth of expertise and client care.

Reflecting on the milestone, Linda Jacques said, “When I joined nearly two decades ago, I was struck by the dedication and passion of the team. We’ve seen the industry evolve and it’s been rewarding to grow alongside our clients. This anniversary reflects the trust they’ve placed in us.”

Philippa Langton added, “Joining LA Marine has been a privilege. From day one, I’ve been impressed by the team’s depth of knowledge and genuine commitment to their clients. This industry moves fast and faces many challenges, but I’m excited to help steer the team as we continue to innovate and support our clients with practical, forward-looking advice.”

Tom Alder, Managing Partner at Lester Aldridge, who spoke at the anniversary party, remarked: “LA Marine has grown from a small specialist practice into the South Coast’s leading marine law team. Its reputation and client loyalty have significantly strengthened our firm. With Philippa, Linda and Nicky leading the next chapter, the team is in excellent hands.”

LA Marine celebrated this milestone with clients, colleagues, and friends at a party held on Thursday, 17 July 2025, at the Harbour Hotel in Ocean Village, Southampton.

As LA Marine looks forward to the future, it remains committed to delivering expert, practical advice and maintaining its position at the forefront of marine law for many more years to come. 

The Hidden Cost of Standing Still: Why Hampshire Firms Can’t Afford “Business as Usual”

In today’s legal market, tradition alone won’t keep your firm competitive. Many solicitors are unknowingly paying a steep price for clinging to outdated systems—lost time, frustrated staff, and missed opportunities. The truth? “Business as usual” is costing far more than change ever will.

Outdated Systems Drain More Than Just Time

Every hour spent wrestling with clunky software is an hour not spent serving clients or bringing in new business. Across the UK, lawyers still report spending the bulk of their working day on non-billable tasks. The result? Burnt-out teams, dissatisfied clients, and firms falling behind.

Your Staff Deserve Better Tools

The tools you give your people directly impact their job satisfaction. Legacy systems that crash, lag, or make simple processes unnecessarily complex don’t just slow things down—they chip away at morale. Cloud-based legal practice management systems, on the other hand, make collaboration seamless, improve wellbeing, and free up lawyers to focus on meaningful work.

The Risk You Can’t See: Compliance and Security

If your software hasn’t had a major update in years, you’re at risk. GDPR compliance, data security, and operational resilience aren’t “nice-to-haves”—they’re the bare minimum clients expect. Modern solutions like Clio are built with these needs in mind, offering peace of mind alongside performance.

Why Forward-Thinking Firms Are Switching to Clio

For firms in Hampshire, the choice is simple: continue absorbing the hidden costs of outdated technology, or invest in a platform designed for modern legal practice. With Clio, firms gain:

• Efficiency at scale – Automate routine tasks and reclaim billable hours.

• Happier teams – Empower staff with intuitive, reliable software.

• Future-proof security – Stay compliant, safe, and resilient.

• Better client service – Onboard clients quickly and communicate seamlessly.

The Cost of Doing Nothing

Ask yourself: How much is inefficiency already costing your firm? Slower onboarding? Errors creeping in? Time wasted juggling multiple tools?

When you put numbers against these inefficiencies, the real expense becomes clear. And it’s usually far greater than the investment in modern software.

The firms thriving today aren’t necessarily the biggest, they’re the ones willing to adapt. If you’re ready to see what smarter systems could mean for your practice, book a quick walkthrough of Clio and see how it can help your firm work smarter, not harder. ■

Sarah Murphy, General Manager of Clio EMEA

James Burford marks 25 years with Scott Bailey LLP

All at Scott Bailey are delighted to celebrate James Burford marking 25 years with the firm. James first joined the firm as a teenager on work experience, before officially beginning his career in August 2000! Over the years, he has become a highly respected member of the team, now serving as Partner and Head of Property.

James is well known to clients and colleagues alike for his expertise, professionalism, and dedication, as well as for his good humour and community spirit. From guiding generations of families through property transactions and supporting local businesses, to dressing up as the Easter Bunny and delivering chocolate eggs on the Lymington Highstreet every year - his contribution has been invaluable to all at Scott Bailey, and to the wider New Forest community.

Sarah Unsworth, Senior Partner at Scott Bailey, says “We are very proud to celebrate this milestone with James, and we wholeheartedly thank him for his commitment, loyalty, achievements and the wonderful memories he has brought to Scott Bailey over the past 25 years.” 

James Burford

As a firm, Parker Bullen LLP are proud to support the Armed Forces community in various ways. The local law firm are therefore delighted to share that they have been awarded the Silver Defence Employer Recognition Scheme (ERS) Award. This prestigious recognition reflects their deep-rooted commitment to the Armed Forces community and follows their earlier achievement of the Bronze Award.

With several members of their team either having served in the military, married to service personnel, or having grown up on military bases, their connection to the Armed Forces is personal, deep, and ongoing.

Their values of heritage, excellence, versatility, and connection, align naturally with the dedication, strength, and adaptability of the UK’s Armed Forces. Whether it is helping a veteran plan for the future or assisting a military spouse with family matters, their approach is simple: provide excellent, accessible, and personal legal advice for the Armed Forces at every stage of life.

What is the Armed Forces Covenant?

The Armed Forces Covenant is a promise made by the nation to ensure that those who serve or have served in the military, and their families, are treated with fairness and respect in the communities they live and work.

By signing the Covenant, Parker Bullen LLP pledge to uphold its principles by:

sgnising the unique sacrifices of those who serve

• Ensuring no disadvantage when accessing our legal services

• Actively supporting members of the Armed Forces community through initiatives, events, and practical help

Local law firm, Parker Bullen LLP, has consolidated its Romsey operations into one central office at Strong House, following sustained growth and its merger with Kirklands Solicitors in 2024.

Since opening their office on The Hundred in Romsey in 2021, the firm has built a trusted reputation and become a respected name in the town, proudly supporting individuals, families, and businesses from this central location. As part of their merger with Kirklands Solicitors, they acquired a second Romsey office at Strong House on The Horsefair; a larger, more flexible space that now

Silver Defence Employer Recognition Scheme Award for Parker Bullen LLP

The firm first signed the Armed Forces Covenant as part of their commitment to making a tangible difference.

What is the Defence Employer Recognition Scheme?

The Defence Employer Recognition Scheme (ERS) encourages employers to support defence and inspire others to do the same. The scheme has three levels: Bronze, Silver, and Gold.

To be awarded the Silver ERS Award, employers must:

• Demonstrate support for defence personnel, including reservists, veterans, cadet instructors, and military spouses

• Proactively communicate this support internally and externally

• Ensure HR policies align with the needs of those who serve

Receiving the Silver Award acknowledges Parker Bullen LLP’s continued efforts to not only hire and support veterans and reservists but to also raise awareness of military issues across the firm and wider community.

Suzanne Foster, Partner, Head of Family Law and Squadron Leader, Sector Commander for Central Wiltshire, commented about the award, “Receiving the Silver Defence Employer Recognition Scheme Award is a huge honour for us as a firm. It is more than recognition; it is a reflection of our culture, our values, and the people behind our business and reminds us of our responsibility; to be a law firm that listens, adapts, and advocates for those who have served. Many of our colleagues have a direct connection to the military, and that insight strengthens the way we serve the Armed Forces community every day. Whether through tailored advice, flexible service, or simply understanding what our military clients are going through, we are proud to offer law from every angle to those who serve.” 

A strong Romsey presence to continue for Parker Bullen LLP at Strong House

allows them to bring their teams together under one roof and offer a more collaborative, seamless experience for both clients and colleagues.

The firm remains committed to Romsey and will continue to support key local events and organisations, including Romsey Relay Marathon, Beggars Fair, Romsey Show, Romsey Mayor’s Picnic, and Romsey Rugby Club, as well as several local charities.

Gareth Horner, Managing Partner, commented, “This move marks a positive step in our growth. Our office on The Hundred has served us incredibly well over the years, allowing our entry into the beautiful town of Romsey where we have been welcomed and supported so enthusiastically. Strong House gives us the facilities to offer a more welcoming and comfortable environment for both clients and colleagues, further enhancing the first-class service we have become known for, while keeping us firmly rooted in the Romsey community we care so much about. Strong House is already well-established within our team, and by bringing everyone together there, we’re creating an even stronger foundation for the future, supporting clients across every area of life and law.” 

Steele Raymond Secures Rapid Court Injunction to Protect Historic Spitbank Fort

Leading south coast law firm Steele Raymond LLP has successfully obtained an urgent injunction on behalf of Fortify Solent Limited to protect the historic Spitbank Fort from unlawful entry. The injunction, granted within just 24 hours of the application being filed, prevents unauthorised individuals from entering, occupying, or remaining on the privately owned sea fort for a period of five years, subject to annual review.

The application, heard at the Royal Courts of Justice in London, was brought following repeated trespasses by so-called “urban explorers,” whose actions have caused damage to the Grade II listed structure and raised significant safety concerns.

Originally completed in 1878 as part of a series of defensive forts in the Solent, Spitbank Fort has served as a military installation, museum, and more recently, a luxury hotel. Closed during the COVID-19 pandemic, the fort has since become a magnet for thrill-seekers and social media adventurers who often disregard the serious risks associated with unauthorised visits.

With the police unable to intervene effectively, Fortify Solent Limited turned to Steele Raymond for urgent legal intervention. The firm’s Property Disputes Team acted immediately, working alongside Michael Walsh KC, who was instructed as barrister for the client. Together, they secured the injunction within a single day, delivering a strong and immediate result.

“We are absolutely delighted with the outcome,” said Hannah Dare, Partner in Steele Raymond’s Property Disputes Team, who represented Fortify Solent Limited. “When our client came to us, the situation was escalating quickly, and the risks to both the property and the public were serious. We acted without delay and are pleased that the court recognised the urgency and granted the injunction so swiftly.”

The injunction provides Fortify Solent Limited with the legal means to prevent future trespass and safeguard this historically significant site for years to come. 

Trethowans shortlisted in three categories at South Coast Deals Awards 2025

Trethowans have been shortlisted in three categories at the South Coast Deals Awards 2025, hosted by The Business Magazine. The firm is a finalist for Corporate Law Firm of the Year and for Deal of the Year (Over £50m) for advising on the sale of Total AV to Pango. In addition, partner Nick Gent has been individually recognised as a finalist in the Lawyer of the Year category.

This year’s awards ceremony will take place at a black-tie event at the Hilton at the Utilita Bowl in Southampton on Thursday 11 September. As always, the evening promises to be a celebration of excellence, bringing together the South Coast’s leading dealmakers, advisors and professionals for a night of recognition and networking.

Commenting on the shortlisting, Lucy Gleisner, Partner and Head of Corporate, said:

“Following previous years of being shortlisted and winning various awards, including our win for Mid-range Deal of the Year at the Solent Deals Awards 2024, we’re excited to once again be recognised as finalists in three categories. It’s a fantastic reflection of the continued hard work, expertise and commitment of our team. We’re proud to be part of such a talented community and look forward to celebrating with everyone in September.” 

Nick Gent

Trethowans advises on strategic acquisition by Elliotts Builders Merchants

Trethowans acted as legal advisors to Elliotts Builders Merchants in their recent acquisition of New Forest Hire, a Totton-based tool and plant hire company. The transaction marks another significant step in Elliotts’ strategic expansion, enhancing their ability to offer a comprehensive range of construction solutions to customers across the South of England.

The deal was led by corporate partner Nick Gent, with support from associate Amrita Sangha, who advised on and drafted the business purchase agreement. David Jones, senior associate in our commercial property team, provided specialist advice on the property aspects of the transaction, including a licence to assign.

New Forest Hire will continue to operate under its existing name and management, becoming part of the broader Elliotts group, which includes Elliotts Builder’s Merchants, Elliotts Living Spaces, Elliotts Premier Roofing, and the recently acquired Futuremost Group.

Trethowans brings extensive experience advising clients in the building materials supply sector, including on related acquisitions and sales with values up to £25m. Trethowans corporate and

Trethowans has once again been ranked as a leading firm in the prestigious Chambers High Net Worth Guide, with the 2025 edition ranking the firm in two key practice areas: Private Wealth Law (Southampton and Surrounds) and Real Estate: High Value Residential (National Leaders – Outside London).

Four Trethowans Partners have been individually ranked in this year’s guide. Mihiri Gajraj and Adam Scott have been recognised for their expertise in Private Wealth law. In Real Estate: High Value Residential, Halina Mitchell and Marcus Thorpe are both recognised for their work on complex, high-value transactions.

Mike Watson, Managing Partner at Trethowans, commented on the latest recognition: “We are pleased to see our private wealth and high value residential teams continue to be recognised again this year. It’s a strong endorsement of the consistent quality and expertise our lawyers bring to complex, high net worth matters.

commercial teams are well-versed in the sector’s unique challenges, including property, compliance and commercial contracts.

Tom Elliott, Chief Executive of Elliotts Builders Merchants, commented: “This acquisition is a key milestone in our journey to becoming a complete ‘one-stop shop’ for our customers, and we’re excited to welcome New Forest Hire into the Elliotts family. We’re grateful for the expert legal guidance provided by Trethowans throughout this acquisition.” 

Chambers High Net Worth 2025: Trethowans recognised for outstanding work in Private Wealth and High Value Residential Work

“It’s also great to see our Partners Mihiri Gajraj, Marcus Thorpe, Halina Mitchell and Adam Scott individually recognised once more. These rankings reflect the trust our clients place in us and the high standards we set across the firm.”

The Chambers High Net Worth Guide identifies and ranks the top legal talent globally in the field of private wealth. Its annual rankings highlight firms and individuals who demonstrate exceptional knowledge of the unique needs of HNW individuals, offering specialist advice across areas such as estate planning, tax and high-value residential property. The guide’s insights and recommendations are based on extensive research and client feedback, carried out by a dedicated team of Chambers researchers.

Trethowans remains committed to delivering the highest level of service and advice to its private clients and is proud to be consistently recognised by Chambers as a firm of choice in this specialist area. 

Spotlight on Corp Firm - Blake Morgan

Festival of innovation returns to South Coast - Blake Morgan partners with Venturefest South 2025

Blake Morgan is partnering with Venturefest South, a not-for-profit initiative which delivers a year-round programme of events to showcase talent, innovation and research capabilities across the South region.

The Festival of Innovation, which is taking place on Wednesday 12th of November, is Venturefest South’s flagship event, offering businesses and innovators an inspirational platform to build networks and promote their ideas. From student entrepreneurs through to start-up companies and established businesses, the festival gives attendees access to resources, sponsors and partners, and is a way for them to engage with the innovation supply chain or explore ways to scale up. The event is dedicated to nurturing innovation and helping businesses flourish.

Blake Morgan is a headline partner of Venturefest South. The firm’s straightforward, commercial advice and expertise across disciplines such as corporate, employment and dispute management make Blake Morgan a natural choice of partner. Their lawyers deliver holistic service through every step of the business journey and their commitment to building long term trusted relationships and its reputation as a leading firm in the South aligns perfectly with Venturefest’s mission to stimulate the South’s innovation ecosystem.

Stephanie Richardson, Business Development Manager at Blake Morgan, said:

“Blake Morgan is eager to continue its partnership with Venturefest South. We know that innovators need access to quality advice and resources to help them navigate their way as they grow, and Venturefest South is a fantastic way to stimulate innovation on the South Coast.” 

Spotlight on Corp Firm - Blake Morgan

Blake Morgan has advised Propel Finance, the UK’s fastest growing asset finance lender, on a £1.5bn funding round which will provide funding for thousands of small and mediumsized enterprises (SMEs).

Propel Finance lends to businesses acquiring manufacturing, transport and construction equipment, as well as vehicles, technology and telecoms solutions. This new funding will allow SMEs to invest in business-critical equipment.

This new financing has been backed by leading financial institutions and investors such as Barclays, Bank of America, Citi, and British Business Bank. The money will enable Propel to continue its rapid

Blake Morgan joins Maritime Solent as a strategic partner

Blake Morgan has joined internationally recognised organisation Maritime Solent as a strategic partner, cementing its position as an expert in marine law on the South Coast.

Blake Morgan has extensive experience working in all areas of marine law including maritime and yachting. The company’s dedicated team of marine law solicitors specialise in ports, insurance, and leisure. They have access to an international network of surveyors and foreign correspondents meaning that their legal advice is always expertly tailored and delivered to the highest quality.

Maritime Solent works to build international relationships, support economic growth and influence policy and boasts a membership of more than a thousand strong. Its mission to grow and lead in the marine sector aligns with Blake Morgan’s interest and expertise in marine law.

Blake Morgan advises on Propel Finance’s new funding round which supports thousands of SMEs

growth and drive innovation in the asset finance sector as well as supporting its plans to double new lending over the next three years.

Partner and Head of the Structured Finance Practice at Blake Morgan, Kath Shimmin, led the deal working with fellow partners Natalie Coates and Paul Duggan.

Kath Shimmin commented: “We are very proud to have worked with the excellent team at Propel Finance and its partners to launch this latest funding round. It’s a testament to the expertise and commitment of the whole team that we completed the transaction in record time. Blake Morgan has deep expertise in banking and structured finance which the team has brought to bear in supporting this impactful deal.”

Partner Lou Fuller, who specialises in superyachts and marine leisure activities, led the collaboration. Lou Fuller has decades of experience in the marine industry, and she commented:

“We are delighted to join Maritime Solent as a partner. The Solent is a thriving hub for maritime innovation, trade and infrastructure and Blake Morgan is proud to support its continued growth. As specialists in marine law, we look forward to working alongside fellow members to share insights and strengthen the industry.” 

Is your website leaving you vulnerable to hackers?

The Legal Aid Agency’s admission in May that their online portal had been subject to a cyber-attack, and the sensitive information of legal aid applicants going back to 2010 had been accessed, is just the latest in a series of high-profile attacks by hackers. M&S has put the cost of their hack at £300 m alone. But it’s not just large companies that get hacked.

At Orion Legal Marketing, we have been asked to help numerous law firms whose websites have been breached by hackers. In most cases, the hackers hijack pages on the law firm’s website, often linking them to pornographic or gambling sites. It’s a scary and stressful situation, and embarrassingly, often, the law firm is only alerted to this fact when it starts receiving complaints from would-be clients who have discovered the hacks when they visit their website.

In most cases, the legal websites affected are older sites with outdated software and plug-ins. Whilst from the untrained eye your website may look okay, these older sites are particularly vulnerable to hackers who know the security flaws. Cybercriminals use automated tools and techniques to scan the internet for vulnerable websites, as they are easy targets for cyberattacks.

Protection is better than cure, as stopping hackers before they attack is better than fixing problems later. A hacked website can have serious consequences for your business, including brand and reputational damage, search engine penalties, and the spread of malware to visitors.

Time moves fast on the internet. There is a whole industry of cyber criminals looking for website vulnerabilities and publishing them. That’s why software developers regularly release updates to fix security issues.

You have a responsibility to your visitors, their data, and, of course, to yourself and your business to make sure the appropriate security is in place on your website.

To protect your website, you should:

• regularly update your website software, including plug-ins, themes, and core software

• use a strong firewall to block malicious traffic

• always use strong passwords

• implement two-factor authentication (2FA)

• review your website’s security to scan for vulnerabilities and malware and ensure your site is protected

• take regular backups of your site

• choose a good web host

If you’re running older versions of your website’s software, you’re more likely to have known vulnerabilities that hackers can exploit. Older websites also may not have been designed with modern security practices in mind, such as robust firewalls, secure coding practices, or up-to-date encryption protocols.

A website’s lifespan is generally considered to be 3-5 years to stay modern, relevant, and effective. Drivers for a new site include

• the website isn’t attracting or engaging visitors

• it is starting to look old-fashioned, which can erode trust and credibility

• the user experience is being affected as they have trouble navigating the site or cannot find key information

• the legal services offered or the profile of the firm’s target audience has changed

• the site’s mobile responsiveness or loading speeds are getting slow

• your website does not incorporate an SSL certificate (Google penalises websites with an HTTP).

• and of course, there’s the issue of ongoing updates and security.

Remember, your website is your law firm’s online shop window. More people will probably visit your online window than the real one in your office. Prospective clients will use the internet to research legal providers, check out recommended firms and lawyers, and make judgments based on the look and feel of a website. You only have a few seconds to make a good impression.

A well-managed website should also draw prospective clients to you using website optimisation e.g. essentially directing people to your website when they type in key phrases into search engines.

So, in summary, an old website can leave you vulnerable to hackers and can also drive new business away. However, websites are an essential tool for a modern law firm, so they should be at the top of your priority list.

How we can help

Orion Legal Marketing specialises in creating high-performance websites tailored to the unique needs of legal professionals. From striking visuals to seamless functionality, our designs not only capture your firm’s identity but also drive client engagement and growth.

Your website can be used to reassure prospective clients and build up trust in your ability to support a client through a potentially stressful and challenging situation. We’ll work with you to establish your key messages and develop a customised law firm website design that reflects your firm’s unique culture, expertise, and personality.

As we work exclusively with the legal sector, we understand the requirements of the SRA and BSB, such as displaying the SRA digital badge and complying with the SRA’s transparency rules in certain areas of law.

We’ll research the keywords that your competitors are using, and the most popular phrases that prospective clients are typing into web searches. We can suggest innovative ways to weave SEO into your law firm website design, your videos, and your social media pages to ensure all of your online marketing is working together to promote your firm.

We want to empower you to be able to regularly review your website traffic so we also set up Google Analytics for you at the end of every law firm website design project.

And of course, we can advise on how to implement ongoing security updates, especially for your WordPress core, plugins, and themes, to help you stay protected against emerging threats. ■

Rachel Tombs

Orion Legal Marketing

Why I do the job that I do –the reflections of a clinical negligence lawyer

Kym Provan, Head of the Enable Law Southampton Clinical Negligence practice, recently visited one of her former clients, whose claim she settled around two years ago. In our roles we don’t always get the opportunity to visit with our clients after the litigation process is over. Many of them want to leave this chapter of their lives behind them as part of rebuilding their lives, which is something we always respect.

Following her visit, Kym decided to share in her own words a little bit about the case and how the visit went, to inspire solicitors considering specialising in clinical negligence and existing peers.

Introducing Tom, a young boy with cerebral palsy

I had the huge privilege last week of being able to go out and visit a former client of mine, whose case concluded over 2 years ago. I wanted to share how life has progressed “post-litigation”.

We obtained an anonymity Order to protect my client’s privacy at the time, so obviously I can’t use my client’s real name or refer to too many specific details. For present purposes I will call my client Tom.

Tom was born with cerebral palsy because of delays by the hospital at the time of his birth in recognising that he was in difficulty and needed to be delivered by emergency caesarean section. The delay meant that his brain was starved of oxygen prior to his birth, and he was born with a significant brain injury.

Tom’s brain injury affected all aspects of his life. He was unable to walk unaided and as he became older and bigger, he became more reliant on a wheelchair to get around. Tom suffers from muscle spasms which make his fine motor control difficult, so holding a pen or even a joystick control, is very difficult for him.

Tom’s speech has also been severely affected. He is non-verbal and reliant on an Eye-Gaze computer. He struggled at school and his frustration at not being understood meant that he could become very distressed at times. He has always been an extremely determined and independent spirit, but his injuries meant that he was often exhausted.

Tom’s parents fought tirelessly on his behalf (and still do!) to ensure that he received as much help from the state and charity sector as possible. However, this was an uphill battle and life was far from easy.

Tom’s legal case

Tom was 13 years old before the hospital where he had been born admitted that failings in their care had caused Tom’s cerebral palsy.

As soon as we had the admission, we secured a substantial interim payment and the family were able to start putting things in place to make their lives just a little bit easier. Better equipment was purchased, a case manager appointed, and for the first time, Tom was able to access all of the therapeutic input that he needed to maximise his level of independence.

A key step we took once funds were available, was to appoint a Special Educational Needs lawyer. Sarah Palmer, partner at Enable Law, was instructed on Tom’s behalf to appeal his EHCP and the school placement that the local authority had proposed. This was successful and Tom was able to transfer to a much more suitable specialist school, where he had a real peer group of children with a variety of complex needs to communicate and learn with, and to forge friendships.

Tom flourished at his new school. Within quite a short period of time it became clear that he was far more cognitively able than had previously been thought, because he was now being taught in an environment that stimulated him and met his needs, and was using learning techniques that he could follow.

Expert evidence obtained during the litigation indicated that Tom was unlikely to ever be in a position where he was able to manage his own financial affairs, and so an application was made to the Court of Protection to appoint the Foot Anstey Trust Corporation as Tom’s Deputy. Alison McClure and Hannah Loosemoore from the Enable Law Mental Capacity team worked closely with the family to make sure that whilst Tom’s money was protected, they, and Tom in particular, would always be at the centre of any decision making.

Another key step was finding a more suitable home. The family’s home at the time was far too small to meet Tom’s needs and they had no space to allow them to have carers into the home to help with his personal care. It took some time to work out exactly what Tom would need in a property. It took considerably longer to find an appropriate property that could be adapted and to secure another interim payment, to be able to complete the purchase. However, this was ultimately achieved, and architects were appointed to design a home that would truly meet Tom’s needs for the rest of his life.

Shortly after the move to both a new school and a then a new home, the Court approved a settlement that had been reached between the family and the NHS Trust. I was delighted for the family of course. Litigation can be stressful, time consuming and at times feel overwhelming. Tom now had financial security for life and would be able to be involved in planning a fulfilling future with the support that he needs.

Fast forward to today – two years post litigation

All too often for us as litigators, once the award of damages has been made, this is the end of our journey with our clients. I had worked closely with Tom and his family for years, as I do with many of my clients, and it can feel like the closing of a chapter when a case like this ends.

However, in Tom’s case, I have been very lucky. My colleagues in the mental capacity team keep me updated with titbits of information about the progress Tom is making, and his family have been kind enough to stay in touch.

Last week Tom’s mum had invited me, and my colleagues who worked alongside me on Tom’s case, Kerry Blomerus and Brooke Manning, to visit with Tom and to see the completed property.

All I can say, is that it is fabulous. Tom has his own living space to chill with friends or have time on his own, as well as a bedroom with plenty of space to move around in his power chair, and an en-suite wet room complete with a ceiling track hoist.

He now has a proper care package in place and the carers have their own living space separate to the family space. There is also a dedicated therapy room. Of course there is space for Tom’s parents and family too, but the whole property has been designed around Tom’s needs. The thresholds are level and there are ramps to the entrances. The doors and entranceways are plenty wide enough to accommodate the power chair and there is sufficient turning space in all the rooms that Tom uses to be able to easily turn in his wheelchair. Perhaps best of all, there is a fabulous hydrotherapy pool with adjacent changing area, complete with a beautiful view. Tom is able to enjoy social time relaxing and swimming with his family and has space to have friends round.

Most importantly, Tom was happy, clearly loved the increasing level of independence he now has and was making exciting plans for the future –including an accessible mobile home by the sea for ad hoc holidays!

I had a fantastic afternoon. In a profession that is filled with deadlines, high pressure negotiations and 6-minute units, it was a real privilege and a joy to be reminded just why I do the job that I do. ■

Kym Provan Head of the Enable Law Southampton Clinical Negligence Practice

Don’t Let Your Law Firm’s Data Be Held Hostage

Why data ownership and portability should be at the heart of your legal software choices

In today’s digital-first legal landscape, case files, billing records, and sensitive client information rarely live in a filing cabinet; they’re locked inside the systems you use every day. But here’s the real question: Do you actually own that data? And if you ever need to switch software, can you get it out easily?

If that made you pause, good. You’re not alone. Far too many firms sign up to legal software without knowing what happens to their data if they ever decide to move on. So let’s break it down. Your Data. Your Rules?

Data ownership sounds obvious; you enter it, so it’s yours, right? Not always. Once data lives in a third-party system, ownership can get murky fast, especially if your contract doesn’t explicitly state your rights.

For law firms, this isn’t just an IT headache, it’s a compliance risk. Your data contains confidential client details, financials, and internal strategy. If your provider controls access, that’s a problem waiting to happen.

What to look for: Contracts should make it crystal clear that you own all data, and that you have full control over it—even if you end the relationship. Anything less? Red flag.

Portability: The Power to Move On

Even if you own your data, that doesn’t mean it’s easy to get it out. That’s where data portability comes in; the ability to export your data quickly, cleanly, and in formats that actually work elsewhere

This matters when you:

• Outgrow your current system

• Want a better fit for your growing team

• Need to back up your data independently

• Face new regulatory obligations

Without portability, your firm could be stuck in a system that no longer serves you; paying extra to retrieve data that should’ve been yours all along.

Ask yourself:

• Can you export your data easily?

• Will it work in other systems (e.g. CSV, PDF)?

• Will it cost you a fortune to do so?

• Is data transfer secure and GDPR-compliant?

If you’re not getting straight answers from your provider, it might be time to start asking tougher questions.

Switching Doesn’t Have to Be Scary

Many firms fear the pain of switching. But with the right provider (one that values transparency, offers standard export options, and supports firms during onboarding) the process doesn’t have to be a nightmare.

Look for a provider who:

• Offers free or affordable data export

• Uses open, industry-standard formats

• Has clear policies around contract termination and data return

• Is happy to talk specifics, not just sales jargon

The Bottom Line

Your data is one of your firm’s most valuable assets. You should never have to beg, bargain, or overpay to access it.

So before you renew another long-term contract or sign on the dotted line with a new vendor, ask the right questions. Understand the fine print. And make sure your firm’s future isn’t being quietly tied up in tech you can’t walk away from.

Ready to regain control of your firm’s data?

Clio gives you full ownership and secure, straightforward data portability—no strings attached. Visit Clio.com/uk to learn more. ■

Property auctions account for roughly 2% to 3% of all UK sales, with the majority of lots achieving a successful bid above the seller’s reserve price on the first auction day. This goes to show that property auctions are a popular way of buying and selling a wide variety of land and property - but why do properties go to auction?

Every sale method has merits, but one of the unique aspects of a property auction is that any property of any kind can be listed, including unusual constructions, properties in need of repair or refurbishment, investment, mixed use, and those that wouldn’t generally sell quickly through a conventional private treaty sale. In these cases there are compelling advantages:

1. Auction sales are fast, certain and binding. Following the marketing phase, on the auction day, one bid at or above the reserve price confirms the sale at the fall of the electronic gavel when the timer reaches zero, with contracts exchanged and a deposit paid immediately with the balance paid within 20 working days. The average time for a private treaty sale is roughly 14 to 23 weeks.

2. From a seller’s perspective, an auction is also comparatively stress-free, with an experienced auction house managing the marketing, bidding process, buyer registrations and transactional details.

3. Some properties are considered more difficult to sell through private treaty or can be expected to take longer than average to sell due to complexities or issues related to the structure, the surrounding land or other considerations such as sitting tenants. For example, you may have a very unique period property or even a commercial property such as a pub!

Another common factor in deciding to sell at auction is personal circumstances, where the seller needs to achieve a quick sale without the risk that the transaction falls through or a party in a chain tries to “chip” the price just before they intended to move.

Broken chains are a particular problem in property transactions, which can cause untold stress, delay and cost where sellers are left waiting for a new buyer to come forward before proceeding with other plans.

If a fast, straightforward sale will allow you to move ahead with another property purchase, buy a new investment residence, finance other costs or relocate to a new area, an auction is likely the ideal solution.

Why Do Properties Go to Auction?

There are also many personal circumstances where a speedy sale would be beneficial all around, such as:

1. Selling an inherited property.

2. Following a separation or divorce.

3. Releasing equity to repay debts.

4. Emigrating abroad or moving to a different region.

The auctioneer can provide guidance through each step, from setting an initial guide price to listing the property, marketing it to registered buyers, and managing the bids on auction day.

Why auctions make sense for buyers

The fast turnaround of a property auction attracts a wide variety of cash buyers, with many being developers or investors who know they can acquire properties within their chosen region and with great potential to renovate or refurbish and achieve a good return on investment. Buyers can also be those looking for a home where they can add value, personal style and their own finishes.

Either way, cash buyers have fewer hoops to jump through with mortgage lenders and are prepared to move ahead there and then – the norm is to put down a 10% deposit on auction day, with the final payment to follow.

Average Property Auction Sale Prices

In many cases, properties that are suited to an auction sale process achieve a better price than they would through a private treaty sale, mainly because the audience is more engaged and usually comprises a number of pre-registered bidders actively seeking properties in the area. Bidding can be highly competitive, driving the price higher. Still, all prospective buyers have access to the guide price at the outset and can make informed decisions beforehand about whether they would like to bid, giving everybody a fair opportunity in an open and transparent way. ■

Clive Emson Auctioneers

Celebrating the support success stories this International Day of Charity

The Solicitors’ Charity is calling on legal professionals across England and Wales to take action this International Day of Charity (5 September) by helping colleagues who are facing life’s toughest challenges.

Established by the United Nations in 2012 to honour the work of Mother Teresa, International Day of Charity is a global reminder of the power of giving to transform lives, strengthen communities, and promote solidarity.

Every day, The Solicitors’ Charity witnesses the life-changing difference charitable support can make to those in the legal profession. Through emotional, professional, physical, and financial wellbeing support, the charity is dedicated to ensuring solicitors receive the right assistance when they need it most.

To mark this year’s International Day of Charity, the organisation is sharing powerful real-life stories from solicitors who have been supported during times of crisis:

Dan’s story – Following a series of devastating personal losses, Dan reached out to The Solicitors’ Charity. Immediate financial assistance and professional counselling helped him find stability and start rebuilding his life.

Sarah’s story – When ill health forced Sarah to step away from her successful legal career, the charity provided vital financial support and access to rehabilitation, helping her regain both her health and independence.

Naomi’s story – After being made redundant, Naomi received financial relief, coaching, and career development support, enabling her to regain confidence and explore new opportunities.

Read more: https://thesolicitorscharity.org/case-studies/

Nick Gallagher, CEO of The Solicitors’ Charity, said: “International Day of Charity is a powerful reminder that none of us is immune to life’s challenges – and that by standing together, we can make an extraordinary difference.

“Every donation, every act of kindness, and every bit of awareness raised for us and other charities all over the world helps us to be there for others when they need help. To mark the day within the legal sector, I encourage everyone in the profession to get involved, whether that’s through giving or simply spreading the word about us.”

The charity’s recent Big Report highlights the scale and impact of its work, revealing how tailored support is helping solicitors overcome emotional, professional, physical, and financial challenges. This life-changing assistance is only possible thanks to the generosity of donors and the dedication of the charity’s case managers.

How to get involved:

• Make a one-off donation – Every contribution makes a difference.

• Join the Register – Receive updates about the charity’s work.

• Transfer unclaimed client balances – Give with full indemnity protection.

For more information on how to play your part this International Day of Charity, visit: https://thesolicitorscharity.org/play-your-part/ 

The Solicitors’ Charity team support the legal community at this year’s London Legal Walk

A Shared Future: Prince’s Mead School Joins the KES Family

Spring 2025 marked a new and exciting chapter for the KES school community, as Prince’s Mead in Winchester officially joined the KES Family.

This merger is rooted in a longstanding relationship, built on mutual respect, shared values, and a commitment to delivering an exceptional education. Now, that relationship becomes a partnership — one that strengthens who KES already are and opens up new opportunities for our pupils, staff and families.

Importantly, both schools are entering this merger from a position of strength. This is a proactive step — one that allows KES and Prince’s Mead to grow together, future-proof our offering, and keep investing in what matters most: our people and our pupils.

Over the next two years, we’ll take time to integrate thoughtfully. Prince’s Mead will retain its identity, while exploring ways to collaborate across our growing family of schools. The aim is simple: to build on everything each school does well, and to enhance what we offer across every age and stage.

As part of this, Prince’s Mead pupils will benefit from a new KES Head’s Recommendation pathway — offering a guaranteed place into Year 7 for pupils who meet the academic standards and would thrive at King Edward’s, without the need for an entrance exam.

Neal Parker, Head of King Edward VI School, said: “This partnership reflects everything Boundless Futures is about — growth, opportunity and ambition, rooted in who we are. With the success of KES Prep in Romsey and now Prince’s Mead joining us, we’re proud to be building a stronger,

Save the Date

more connected school community for the future.”

Rebecca Smith, Head at King Edward VI Preparatory School , said: This merger marks an exciting next step for our community. As the preparatory school already part of King Edward VI, we are delighted to welcome Prince’s Mead into a shared future — one that strengthens the continuity we offer families while celebrating the individuality of each child and school.

Adam King, Head of Prince’s Mead, added: “This is about strengthening what we already do so well — while broadening what’s possible. We’re excited for the journey ahead, and for everything this means for our pupils and families.”

Together, we remain committed to creating a fulfilling, purposeful and multifaceted education for every child — and this partnership helps us do just that.

Open Events Across the King Edward’s Family of Schools From Nursery to Sixth Form, your journey starts here. Join us at one of our upcoming open events across KES Prep, KES Senior, and Prince’s Mead We can’t wait to welcome you.

Scan the QR code to view all dates and book your place.

Here as some of the topics from the last meeting of Council before the summer break, in July 2025.

Industrial Strategy

The Government had just launched its Industrial Strategy, a tenyear plan to boost investment and support UK businesses. As an organisation TLS contributed extensively to the Industrial Strategy. This was the first time in recent years that TLS has been invited to join an international Government delegation of this nature and to engage with the Business Secretary and the Foreign Secretary.

The Government take on board many of Society’s asks from the Strategy, including support for reskilling in digital skills and cybersecurity, and greater support for SME technology adoption. The plan firmly highlights the role of the legal sector and the role we play across the economy, and the strong focus on legal services is testament to the ongoing influencing work that TLS does with Government.

SRA business plan

The Law Society also responded to the SRA’s business plan and budget consultation 2025/26, welcoming the SRA’s reprioritisation of work and emphasis placed on investing in its core functions, as well as a continuation of the SRA’s work on EDI. In the meantime, TLS awaits the SRA’s plan to meet the recent enforcement directions from the LSB following the collapse of Axiom Ince.

Legal Aid Data loss

You will be aware that from the end of April, the Legal Aid Agency suffered a major data breach following a cyber-attack on their online digital services. TLS has been actively engaging with the LAA as they work to get their systems back online and ensure that members working in legal aid are being supported during this difficult time. The shutdown has further exposed the lack of economic resilience among legal aid firms – this situation should serve as a warning call for Government to provide a stable future for legal aid. TLS Chief Executive has personally met with the LAA and regularly joins update calls to push for action on behalf of legal aid practitioners.

ADRIENNE EDGERLEY HARRIS, Council MemberYOUR VOICE AT THE LAW SOCIETY

Council Members Report Autumn 2025

Independent Sentencing Review

In May, David Gauke’s recommendations for the Independent Sentencing Review focussed on alternatives to the use of custody, increasing investment in probation and community services, and ensuring that custodial sentences under 12 months are only used in exceptional circumstances. TLS welcomed these recommendations but believes that the position will remain fragile with little margin for error if we are not to return to crisis point. Many of these recommendations being accepted by Government – however, to ensure that the public can have faith in the criminal justice system, there must be investment in all parts of the system which are interconnected. TLS continues to engage with Government over this issue and call for them to act with bravery to face the scale of the prisons crisis.

Justice Matters

TLS has been engaging with members across England and Wales, hosting roundtables on access to justice and solicitor judges. It attended The Times Crime and Justice Summit following earlier contributions to their inquiry, where they presented recommendations for reform.

Pride in the Profession & celebrating 200 years of TLS

The current President has been touring the Country to speak and listen to practitioners. I invited him to come to speak with us and he or the Vice President attended Southampton and the Isle of Wight back in July and I am glad that many of you took the opportunity to engage directly with them in this bicentenary year.

Next meeting

The next meeting of Council is in October 2025. Do get in touch if you wish to discuss any of the topics above, or anything else of concern.

Adrienne Edgerley Harris, 07526 705571 adrienneedgerleyharris@gmail.com. ■

Adrienne Edgerley Harris Council Member for the South Constituency

CELEBRATING 1O YEARS OF DIGITAL CONVEYANCING

In 2015, InfoTrack opened its doors with a mission to make conveyancing better for everyone. A decade later, we’re proud to support over 25,000 professionals across 2,400 law firms, helping redefine how property transactions are managed.

From launching the UK’s first digital AP1 to onboarding over one million clients through eCOS, we’ve consistently delivered technology firsts that remove friction and empower law firms to work with confidence.

Why generative AI requires cultural change in law firms

Generative AI is already disrupting the workplace across many sectors and the legal profession has been identified as an area that will be significantly impacted at an early stage of this new wave of technology.

Many law firms are understandably cautious about the potential risks of the integration of such new technology into the workplace with data security with accuracy of the data produced by AI being the principal objections to adoption. However, cautiousness can risk stifling competitiveness, growth and service quality and so at this time of rapid change, it’s critical for firms to find an approach that balances embracing AI’s potential whilst ensuring that staff use these technologies safely and effectively.

The common perception of AI

AI often has a negative perception attached to it with one common belief being that it is an incredibly complex tool to use and requires significant technical expertise. However, the beauty of generative AI lies in its ability to interact with humans in natural language, making it more accessible than challenging software interfaces. In fact, this can reduce barriers to adoption of new software features as little or no training is required.

The lack of accuracy or consistency of AI is often stated as a challenge to the legal sector and there are a number of well quoted cases where false citations were generated by the technology. It is true that AI can sometimes generate inaccurate or misleading information, known as “hallucinations”, however it is often due to misuse or a lack of understanding of how to use the technology. By providing proper training and guidance, law firms can mitigate these risks and ensure that AI is used responsibly.

Finally, we can’t have a discussion around the impact of AI without discussing the perceived threat that it will take over certain job roles in the profession. This threat is of course real and already starting to materialise, although those most at risk are the people and firms who are most resistant to its adoption. To counter this negativity, firms should focus on the productivity benefits from adopting this technology. In fact, when harnessed correctly, AI can enable growth of the business potentially creating more roles. There are already well documented success stories in the legal sector where this is the case.

Limiting risk through awareness

One approach employed by firms to limit risk from AI is to impose strict restrictions on its use in organisations. However, this can be counterproductive and drive those staff wishing to use these tools into using personal devices and inappropriate software, creating confidentiality and data protection non-compliance.

Rather than imposing draconian restrictions, a better approach for law firms should be to cultivate a culture of AI awareness. This involves educating employees about the benefits and risks of AI, providing training on how to use AI tools effectively, and establishing guidelines for safe and responsible AI usage. Better still, firms would benefit from encouraging their staff to use generative AI in their personal lives and providing training and inspiration for them to do so. The personal benefits achieved from this will likely translate into an enthusiasm to use this technology in the workplace.

It is essential to balance the need for innovation with the imperative to protect sensitive client data. While AI can significantly boost productivity, it’s crucial to implement robust security measures to safeguard confidential information. By striking the right balance between flexibility and control, law firms can harness the power of AI while minimizing potential risks.

Attracting new talent

Another key consideration for a culture that embraces AI is the next generation of trainees law firms will be aiming to attract. The current generation of students are using generative AI on a daily basis and will expect to be able to use these tools in their day to day work life when entering the professional world resulting in firms who are AI laggards losing leading talent to more progressive organisations.

Firms should in fact be actively aiming to attract those law graduates with advanced AI skills to ensure they are equipped with the capability to compete in the digitally enabled economy. Generative AI expertise is rapidly becoming sought after and a skills gap is already emerging. Graduates represent one of the best opportunities to recruit AI competence during this period of rapid adoption.

Building an AI aware culture

It is already evident that generative AI is leading to a generational change in the workplace and the automation of the service economy will have a massive impact on the way legal services are provided and consumed. By starting with developing a responsible, AI aware culture and focusing on training, clear guidelines with a spirit of experimentation, law firms can both mitigate risks and ensure they do not fall behind in AI adoption. Ignoring AI is not an option; instead, law firms must embrace it, with the right safeguards in place, to thrive in the future of legal practice. ■

VOLUNTEER WORK EXPERIENCE

Dear Hampshire Law Society members,

Volunteer /Work Experience Opportunities

I am writing to enquire about any volunteering or work experience opportunities that might be available before I commence my Master’s in Law Conversion Course next September. With a strong foundation in research and advocacy, and a growing interest in regulatory, dispute resolution, and compliance law, I am eager to explore ways to contribute to my community while also developing my future legal career prospects.

I have recently graduated with a First-Class Honours in Ancient History from University College London; my academic path reflects both intellectual curiosity and a legal focus. While studying at UCL, I tailored my degree to include modules in international relations and human rights law, enhancing my ability to analyse policy and legal frameworks. This enduring interest led me to attend commercial court proceedings at the Rolls Building—particularly cases involving fiduciary obligations and professional negligence. Since then, I have enrolled in several commercial awareness courses and regularly attend panels on current and complex legal issues, which have deepened my appreciation for rigorous advocacy and dispute resolution.

Beyond academia, I have built a record of initiative and leadership. I founded a digital free-speech student newspaper during the COVID-19 pandemic, with a readership of over 4,000, and coordinated independent contributors under strict editorial procedures. I also launched a language business during my gap year, demonstrating self-motivation and organisation. My community involvement has further strengthened my communication and advocacy skills. As Her Majesty’s Lord-Lieutenant’s Cadet for Hampshire and Deputy Head Cadet of a unit of Volunteer Police Cadets, I represented the county at formal events and learned the values of diplomacy and professionalism.

I have also served as a suicide awareness advocate, raised over £1,300 for grassroots causes, and dedicated more than 300 hours to volunteering. These experiences have taught me to perform well under pressure, work effectively with diverse teams, and communicate with clarity—qualities I believe are essential foundations for an aspiring lawyer.

I would welcome the opportunity to contribute to the members of Hampshire Law Society while further developing my skills.

Yours faithfully,

Rebecca E. Lee Rebeccalee02@icloud.com

Stuart Nigel John Franklin

DOB 14/12/1969

DOD 30/07/2025

Address –

201 Knowle Avenue, Fareham PO17 5BG (Will made at 5 Springfield Close, Wickham PO17 5EN)

Terence and Jean Langford

Address –Milford Court, Near Lymington

Just some reasons why you should consider the £50 HW Property Logbook.

The HW Residential Property Logbook is designed to streamline property ownership and management for homeowners and potential buyers. Here ’s what ’s generally considered good about it:

1 . Centralised Property Info

• It stores all important documents related to a home (e. g. title deeds, warranties, planning permissions, gas/electric certificates) in one digital place. No more digging through drawers or emailing solicitors.

2. Helps with Selling:

• Speeds up conveyancing by giving potential buyers and solicitors instant access to verified property data . That can cut down delays and reduce fallthroughs.

3. Compliance Made Easy

• Flags up when you need to renew things like EPCs, gas safety checks, or insurance so you stay compliant and avoid fines or holdups when selling.

4. Digital Proof of Work

• When you’ve had renovations or repairs done, you can store photos, receipts, and building control sign-offs. It ’s a tidy way to demonstrate added value and reassure buyers. Now with “before and after ” project photos.

5. Ownership History & Continuity

• If the logbook is maintained through ownership changes, it becomes a “service history ” for the home, like a car ’s logbook — adds transparency and trust . To receive a FREE logbook , just reach out to andrew@hantswight .co.uk .

The End of the Council Search?

For generations, property transactions in England and Wales have relied on Local Land Charges Searches, or the “Council Search.” The familiar combination of a Local Land Charges search (LLC1) and the CON29 enquiries gave solicitors and conveyancers a single document of local authority information on which they could confidently advise their clients.

I remember, as LLC Registrar, receiving these forms (in duplicate) with cheques attached at City Hall in the 80’s and 90’s.

But the landscape has changed. HM Land Registry’s migration of the Local Land Charges Register to a national digital service has disrupted longstanding practices. The LLC1 now sits with HMLR in approaching almost 50% of Council areas, while the CON29 remains in local authority hands countrywide and will remain so.

In many councils, staff shortages and budgetary pressures mean that the once-familiar “Council Search” is no longer what it was — and in some cases is disappearing altogether.

And who knows how the new authorities will deal with inheriting part of one Council while losing some areas to a new body next door. Some have still not recovered from the last re-organisations.

The Fragmented Picture

What was once a unified council-issued product has become fractured: part centralised, part local, often inconsistent, and sometimes delayed or incomplete. Conveyancers and their clients are left to navigate an increasingly uneven landscape, where the quality of information depends more on the resources of the individual Council than on any standard.

This extends to huge price variations even within the same County and even more disparate return times and quality standards.

Why Regulated Searches Are More Reliable

This is where Regulated Searches have come into their own. Reputable, regulated search providers are:

Timescales and prices vary greatly between councils; some withdrawing from searches entirely.

No single regulatory framework; quality depends on local authority resources.

Loss of local expertise as council teams are cut back and Departments reorganised.

• Entitled to obtain the LLC1 data directly from HMLR — ensuring completeness and accuracy.

• Skilled at interrogating multiple datasets — often more efficiently than overstretched councils, with staff often having decades of experience in the private sector.

• Subject to strict regulation, insurance and oversight under the Search Code — offering clear consumer protection.

• Focused on service levels — providing consistency, accountability, and reliable turnaround times.

In short, Regulated Searches are not a “second best” substitute. They are the only way to ensure that conveyancers and their clients get a truly dependable, joined-up search in today’s fragmented system.

This fragmentation is magnified when we consider the cross referencing which is so important in compiling a full Search (LLC1 & CON29 combined). Planning, Highways, trees and conservation can all be grossly contradicted between the 2 parts.

The Way Forward

Rather than lamenting the death of the Council Search, we should recognise it as the natural end of an outdated model. In a world where HMLR has taken on the LLC1 and councils are struggling to resource CON29 services, the future lies with professional search providers who can not only bridge the gap but improve things.

For solicitors and conveyancers, the safest course is clear: rely on Regulated Searches. They combine national data with local expertise, are backed by consumer protection, and deliver the certainty clients need, as well as uniformed prices across the country allowing you to have set quotes for search costs.

The Council Search has served us well since its inception in 1975, but 50 years on, things have moved on considerably. ■

National consistency, reliable turnaround times, and accountability

Fully regulated under the Search Code – backed by two levels of insurance.

Providers are specialists with experience, trained to interrogate complex datasets

Risk of delay, inconsistency, or incomplete coverage Seamless, well presented reports tailored for conveyancers and clients

The Council Search is a fading model. It is the victim of Central Government projects and Local Government re-organisation and funding restrictions. The Regulated Search is the reliable way forward. Still getting “Official Land Registry Data” but with experts putting the full report together.

Council Searches

Regulated Searches

LLC1 now held by HMLR, CON29 remains with councils different Departments.

LLC1 obtained directly from HMLR, CON29 data sourced from multiple verified datasets

Will-writing charity to help fight homelessness and the housing crisis homeless this year with

Solicitor firms across the UK are being invited to join the 2025 Will Aid campaign - with two new charity partners announced for this year’s fundraising initiativ..

Shelter and Crisis are set to benefit from this year’s scheme, now in its 37th year, and are appealing to solicitors to volunteer their time and waive their usual fees throughout November to write basic Wills.

Instead, clients are invited to make a voluntary donation to Will Aid£120 for a single Will and £200 for a pair of mirror Wills - supporting a group of UK-based charities.

The two charities in the UK are joining long-standing charity partners including Age UK, Christian Aid, NSPCC, British Red Cross, SCIAF (Scotland) Trocaire (Northern Ireland).

Peter de Vena Franks, Campaign Director for Will Aid, said: “We are thrilled to welcome Shelter and Crisis as our newest charity partners.

“Their work tackling homelessness and housing insecurity here in the UK is more vital than ever, and this partnership gives participating solicitors the chance to directly support people in need – both through their legal services and the funds raised.”

More than 340,000 people have written their Will through the Will Aid campaign since it launched in 1988, helping to raise more than £24 million in donations and tens of millions more in pledged legacies.

Yet the need for professional Will-writing support remains high - and solicitor firms are now being encouraged to register for 2025.

Peter added: “We’d love to hear from firms who want to get involved, as the sooner they register, the more support we can provide in helping them prepare, promote their participation, and maximise the benefit to clients, communities and charities alike.”

Participating firms have full control over their caseload and can opt in for remote appointments to expand their client base across the UK.

The list of participating solicitors goes live on September 1 and firms can continue signing up right up until the start of Will Aid month in November – but are encouraged to do so well in advance to benefit from the full range of promotional support, including national and regional press outreach, a secure solicitor dashboard, and listing on the Will Aid website.

Many firms see returning clients, boosted local visibility and team development as additional benefits of taking part.

To find out more or to register, visit www.willaid.org.uk/solicitors/ register or call 0300 0300 013. ■

Will you help your clients include a gift in their Will, ensuring dogs a lifetime of love and care?

A gift to Dogs Trust can help take care of around 14,000 dogs in one of our 21 rehoming centres, located across the UK. Gifts in Wills fund 40% of our vital work, and with the help of solicitors like you, we can continue to give abandoned dogs the happy and healthy life they deserve.

For more information visit our website at: dogstrust.org.uk/support-us/wills-legacies T: 020 7837 0006

dogstrust.org.uk

dog is for life®

LEAP Estates Launches 2025 Will Writing Trends Report Gifts, Charities, Exclusions and much more

LEAP Estates announces the launch of its 2025 Annual Report, offering a comprehensive snapshot of will writing activity and trends across England and Wales. The report is based on anonymised data from over 200,000 wills and more than 400,000 total documents, providing useful demographics and information relating to Estate planning, plus a range of fascinating trends. These trends include insights into charitable gifts, the frequency of branded gifts bequeathed, such as Rolex watches and Pandora jewellery, and family members excluded from Wills.

AI has a profound impact on staff productivity. Human resources are the most expensive and vital asset in any law firm. By taking over repetitive, low-value tasks like legal research, document drafting, and even matter analysis, AI allows lawyers to focus on higher-value activities that require human expertise. AI-driven research tools, for instance, sift through vast legal databases in a fraction of the time it would take a lawyer, offering comprehensive insights while reducing possible errors from lapses in human concentration.

This latest edition of the report draws on unique insights gathered through WillSuite, LEAP Estates’ key integration partner. Since its integration into LEAP Estates and LEAP Legal Software in 2023, WillSuite has generated more than 900,000 wills and 1.7 million legal documents, with approximately 7,000 new documents being drafted every week. The software enables professionals across the estate planning industry to work more efficiently by reducing duplication, minimising errors, and ultimately delivering an improved service to clients.

Craig Matthews, CEO LEAP Estates/WillSuite says,

“For the first time we’ve been able to combine data from our LEAP, LEAP Estates and WillSuite users to bring about our largest report to date. Seeing an eight-fold increase in documents produced through our combined platform in just four years is really exciting and a testament to the hard work that goes into the development and support of our products.”

The 2025 report explores a wide range of valuable facts and trends shaping the estate planning process. It covers key demographic insights, the types of trusts being included in wills, the frequency of charitable legacies and exclusions, and provides detail on funeral wishes and organ donation requests. It also highlights patterns in popular gifts and the specific brands frequently mentioned by testators. This data offers not only practical insight for the profession but also a fascinating perspective on evolving societal habits and values.

Among the most frequently gifted items in wills over the past year were cash, property, pets and chattels. Beyond these, the ten most popular specific gifts included jewellery, wedding rings, engagement rings, watches, and cars, followed by records, bonds, coins, instruments and medals.

The average mean value of a gift in 2024 was £15,138, calculated from 46,976 cash gifts included across 208,793 wills. Where specific brands were named, the most cited were Rolex, Pandora, Tag Heuer and Omega. Brands were more likely to be specified when the gifts related to jewellery or watches, whereas vehicles were typically described as “the family car”.

The LEAP Estates 2025 Annual Report offers essential insights for professionals and an engaging look at the ways people in England and Wales are planning their legacies.

To access the full report, https://www.leapestates.co.uk/ brochures/annual-report/ ■

By Craig Matthews CEO, Leap Estates/WillSuite

Beyond the Software: Colin Bohanna Talks About Empowering Legal Professionals Through Tech

“Customer-First

Dye & Durham has appointed Colin Bohanna as its new UK Managing Director, ushering in a new era of regional focus and customer-centricity for one of the country’s leading legal technology providers.

With over 20 years’ experience spanning Oracle, Indeed, Clio and mentoring several high-growth startups, Colin brings a rare mix of commercial acumen and leadership depth to the role. His appointment comes at a pivotal moment for Dye & Durham as it moves to a regional operating model that reflects the unique needs of the UK legal sector and unifies its extensive portfolio of acquired technology and service brands.

“This is a business with an incredible foundation,” Colin says. “We’ve brought together some of the UK’s most respected tech and service providers. Now we have the opportunity to deliver all of that experience, knowledge and innovation under one brand and that’s a very strong proposition. It’s one I’m really proud to lead.”

Since joining, Colin has focused on operational efficiency and customer experience. The introduction of a centralised support system has helped streamline service, drive first-contact resolution and improve consistency across the organisation, closely aligning with his priorities. The result? Faster answers, better outcomes and a stronger connection with customers.

“Customer-first isn’t just a strategy, it’s a culture,” he adds. “Everything we’re doing, from internal realignment to external engagement, is about making it easier for firms to work with us and succeed.”

Looking ahead, Colin is optimistic about the opportunities for legal professionals particularly in how they can harness innovation without losing focus on client value.

“AI is a huge conversation in the industry right now, and rightly so,” he says. “It has the potential to create big efficiency gains but it also challenges traditional business models like the billable hour, for example. What matters is how we help firms adopt it thoughtfully, making sure tools are fit for purpose, secure and genuinely improve the client experience. That’s where Dye & Durham has a real role to play.”

Outside of work, Colin is equally committed to helping others grow. He’s mentored start-up founders through Enterprise Ireland for nearly a decade, offering commercial and structural advice to early-stage businesses.

“I’ve always been very passionate about mentoring,” he explains. “Start-ups are driven by brilliant ideas, but they often need help scaling commercially. Whether it’s in business or with the teams I lead, I love supporting people to unlock their potential.”

That philosophy carries through to his home life, too. “These days, most of my spare time is spent on the sidelines watching my daughter play football,” he laughs. “There’s a lot of crossover - it’s about backing talent, creating the right environment and being there to cheer people on as they find their stride.”

Looking ahead, Colin’s vision for Dye & Durham UK is clear: a trusted, agile partner delivering practical tech that makes life easier for legal professionals. “We’re here to help firms grow faster and with less effort. That’s what we’re building and we’re already seeing great momentum.” ■

About Dye & Durham Limited Information on Dye & Durham UK can be found here: www.dyedurham.co.uk

dyedurham.co.uk