AP v BP & Ors (financial remedies - appeal - disclosure - privilege)
The agreement was a commercial document intended to settle the [Company X] litigation and effect a share transfer, not for the dominant purpose of seeking or giving legal advice or obtaining evidence for contemplated litigation. The judge below failed to apply the correct legal test and did not sufficiently scrutinise the evidence. Therefore, the agreement does not attract litigation privilege and must be disclosed.
- Parties
- Appellant Husband: AP; Respondent Wife: BP; Intervenor: PN; Intervenor: GN
- Jurisdiction
- England and Wales
- Judgment Date
- 09 March 2023
- Procedural Posture
- Appeal / Judgment
- Outcome
- appeal allowed
- Legal Topics
- Litigation Privilege, Disclosure, Financial Remedies, Matrimonial Property, Costs
Case Brief
Summary, issues, holding and outcome
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Parties
AP
Appellant Husband
BP
Respondent Wife
PN
Intervenor
GN
Intervenor
Procedural Posture
Appeal / Judgment
Legal Issues
- 1 Whether the share transfer agreement attracts litigation privilege
- 2 Whether related correspondence and stock transfer forms are privileged
- 3 Whether the lower court's order on disclosure and costs was correct
Ratio Decidendi
The agreement was a commercial document intended to settle the [Company X] litigation and effect a share transfer, not for the dominant purpose of seeking or giving legal advice or obtaining evidence for contemplated litigation. The judge below failed to apply the correct legal test and did not sufficiently scrutinise the evidence. Therefore, the agreement does not attract litigation privilege and must be disclosed.
Court Disposition
appeal allowed
Orders
- Order of the lower court set aside
- Agreement to be disclosed into the financial remedies proceedings
Full Case Text
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