Contentious Private Client
- Collaborated with colleagues on an intricate case concerning the interpretation of gross-up provisions in certain pension arrangements. The claimant alleged an underpayment due to incorrect gross-up calculations, pursuing damages from the company.
- Maintained confidentiality of sensitive information as per professional ethics.
- Conducted thorough legal research in dispute revolved around a discretionary trust that had become insolvent, resulting in litigation around the former trustee's indemnity rights over the trust's assets.
- Evaluated legal loopholes and pitfalls, proactively addressing potential case challenges in a family dispute regarding the ownership and disposition of various family-held business assets. Multiple trusts were involved, and certain family members brought breach of trust claims, seeking an accounting, compensation, and the reconstitution of trust funds following the alleged termination and transfer of assets out of the trusts .
- Used knowledge of previous court costs decisions and laws to enhance the client position in a case involving a claimant who was not a beneficiary of the relevant trust structure, and filed proceedings against the client in the Court of Appeal seeking to set aside prior asset distributions on the grounds of breach of trust .
Employment, Mobility, and Pensions
Contentious
- Drafted disciplinary/grievance letters and analysed employee responses.
- Interviewed clients and witnesses to gather and analysed evidence in an unfair dismissal and disability discrimination claim.
- Assisted in the drafting of an ET1 and/or ET3 in several Employment Tribunal claims, including unfair dismissal, and whistleblowing disputes against large commercial entities.
- Negotiated a COT3 agreement through the ACAS mediation service.
- Assisted with disclosure of documents from an Indian transportation network company that provides ride-hailing services in responding to a class action dispute over the classification of certain individuals as workers versus independent contractors. Subsequently, drafted a specific disclosure letter.
- Collected relevant documents, searched for information, and took detailed notes during interviews with witnesses and subjects of workplace investigations.
- Represented a former employee against their former employer, and a director of the company (a prominent Saudi Arabian billionaire) for making protected disclosures regarding the director's handling of trust portfolios.
- Attended an Employment Tribunal hearing against a former employee alleging age discrimination.
Advisory
- Negotiated and drafted a settlement agreement for a senior executive at a technology company, addressing accusations of gross negligence in relation to financial forecasts to limit costly court proceedings.
- Drafted a fixed-term employment contract and corresponding occupancy terms, ensuring clarity on duration and occupancy rights.
- Advised on amending an indemnity deed to allow the institution to insure, indemnify, and loan funds to a director for specific liabilities incurred in performing directorial duties.
- Drafted a Director's service agreement.
- Supported a live redundancy process involving a UK site closure, providing legal guidance on consultation timelines, employee selection, and compliance requirements.
- Amended a HR online platform's employment handbook and corresponding whistleblowing and grievance policies.
- Assisted a telecommunications provider in exploring the legal framework governing union derecognition in the UK and assessing whether similar principles would apply in the Isle of Man.
- Liaised with international lawyers both within and external to Taylor Wessing to advise a financial services client on positive action measures and data protection across six jurisdictions, culminating in a comprehensive report addressing multi-jurisdictional obligations.
- Assisted with the Project Quarry corporate due diligence exercise.
- Attended client meetings and wrote up attendance notes.
- Advised multiple clients on their obligations under global frameworks, including the UK Modern Slavery Act and emerging EU directives, drafting modern slavery statements and integrating them into broader ESG strategies.
Corporate Technology and Life Sciences
Venture Capital
- Supported start-ups, on various investment rounds (from series-to-series C), drafted ancillaries, including stock transfer forms, share certificates, and indemnities.
- Consulted on applications for tax relief assurances (SEIS and EIS Advance Assurance). Incorporated the company and drafted the ancillaries including the s. 431 elections and subscription letters.
- Drafted an option holder letter for a e-commerce company as part of a broader series B fundraiser.
Mergers & Acquisitions
- Assisted in a high-value acquisition involving the takeover of one group by another - managed the due diligence process (including the due diligence questionnaire)
- Consulted and drafted the relevant ancillaries for a series of structuring transactions aimed at simplifying intra-group debt within a corporate subgroup to reduce administrative burdens and facilitate the eventual striking off of dormant entities.
Initial Public Offerings
- Drafted share capital reorganisation documents (e.g., share buybacks, capital redactors) for RedCloud Holdings plc on its Initial Public Offering on NASDAQ.
General Corporate
- Created a tailored matrix to help identify and prioritize key environmental, social, and governance risks in preparation for an anticipated IPO .
- Drafted and filed letters and corresponding filings to Companies House (including CH forms) and HMRC.
- Drafted director and auditor resignation letters and consent to act letters for a British public transit app.
Secondment: Farfetch
Contentious - Intellectual Property
- Assisted in preparation of instructions to Counsel.
- Oversaw IP infringement monitoring, takedown notices, and external counsel coordination for flagged listings.
- Pursued formal recovery on insertion orders for digital advertising services after non-engagement by counter-parties.
- Reviewed a Notice of Proposed Class Action Settlement.
Advisory - Intellectual Property
- Conducted research into liability limitation under the CMR Convention.
- Liaised with brand partners to understand s, providing tailored advice accordingly.
- Participated in client meetings and discussions related to IP registered on the Farfetch website.
- Assisted in drafting licensing agreements for the commercialisation of IP rights.
- Researched if a proposed brand name is available for registration.
Commercial
- Updated the full suite of brand and partner agreements to reflect new operational structures, incorporating provisions on seller-of-record responsibilities, IP rights, compliance with regulatory guidance, and version control.
- Drafted a termination and return of goods agreement processing returned goods, addressing waivers, liability limitations, and product warranties.
- Advised a US entity, in drafting NDAs for negotiations with new brand partners, incorporating robust IP safeguards, confidentiality measures, and clauses addressing data protection across relevant jurisdictions.
- Handled customer care correspondence, including subpoenas and law enforcement personal data inquiries.
- Assisted with drafting global T&Cs for a sustainability initiative, ensuring compliance across multiple jurisdictions.
- Participated in partnership agreement negotiations with payment and academic discount platforms.
Regulatory
- Supported the launch of three distinct commercial approaches for third-party products – each with separate VAT, liability, and IP considerations.
- Researched relevant anti-bribery legislation and created a compliance matrix mapping each statutory provision against the company's internal policies, ensuring any gaps were addressed.
- Researched local telecommunications and data protection laws to onboard a new SMS provider for customer communications in multiple Middle East markets, drafting contract amendments and clarifying registration requirements.
Intellectual Property, Regulatory and Digital
Intellectual Property
- Conducted a UK clearance search, analysing registered and unregistered marks for conflicts, and prepared a legal risk assessment.
- Instructed counsel and reviewed pleadings in a high-value dispute over alleged trademark and copyright infringements.
- Attended the Getty Images v Stability AI hearing, took detailed notes, and drafted summaries regarding a complex dispute at the intersection of artificial intelligence and copyright law.
- Drafted an agency agreement for a music rights collecting society who were appointing an agent to enter into licences on their behalf.
- Reviewed the Mechanical Copyright Protection Society's current processes to identify areas needing stronger protections or updated agreements.
- Identified and assessed a client's IP portfolio to identify strengths and weaknesses.
- Performed due diligence - analysed the IP assets of a company being acquired.
Regulatory
- Reviewed and overhauled various IP templates to align with evolving legal standards.
- Monitored new and updated regulations (e.g., FIDA) relevant to a digital platform ad assessed their potential impact.
- Created training materials and resources on regulatory requirements and best practices.
Reputation Management
- Gathered evidence of brand reputation for submission to the EUIPO, including social media snapshots and archived website materials.
- Tracked brand mentions across various social platforms.
- Analysed customer reviews on platforms like Google, Yelp, and Trustpilot, and identifying areas for improvements.