Fortune v Roe

Fortune v Roe

Where liability has been admitted and judgment entered for damages to be assessed, with no issue of contributory negligence, the only material risk to solicitors' costs arises if a Part 36 offer is made and not beaten. In such circumstances, a 100% success fee is unreasonable; a 20% success fee is appropriate to reflect the limited risk.

Parties
Claimant/appellant: Arlene Fortune; Defendant/respondent: Jonathan Roe
Jurisdiction
England and Wales
Judgment Date
10 November 2011
Procedural Posture
Civil Appeal / Appeal From Costs Judge's Decision
Outcome
Appeal dismissed
Legal Topics
Conditional Fee Agreements, Success Fees, Personal Injury, Costs Assessment

Case Brief

Summary, issues, holding and outcome

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Parties

Arlene Fortune

Claimant/appellant

Jonathan Roe

Defendant/respondent

Procedural Posture

Civil Appeal / Appeal From Costs Judge's Decision

  1. 1 Whether a 100% success fee under a Conditional Fee Agreement was reasonable given the risk profile at the time the agreement was entered into
  2. 2 Proper construction of 'win' under the CFA and its impact on recoverability of costs
  3. 3 Effect of two-stage success fee structure on reasonableness of the success fee

Ratio Decidendi

Where liability has been admitted and judgment entered for damages to be assessed, with no issue of contributory negligence, the only material risk to solicitors' costs arises if a Part 36 offer is made and not beaten. In such circumstances, a 100% success fee is unreasonable; a 20% success fee is appropriate to reflect the limited risk.

Court Disposition

Appeal dismissed

Orders

  • The success fee is assessed at 20%
  • No order for a 100% success fee