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Download Case Study Download PDF American Express and The Medical Defence Union
American Express and The Medical Defence Union, 230 Blackfriars Road, London, SE1 - Acted on behalf of American Express and The Medical Defence Union, challenge of landlord’s improvement works plus audit and review of annual service charges.

  • Provided advice with regard to recoverability of the costs of the landlords proposed improvement works.
  • Provided strategic advice in negotiations with landlords.
  • Successfully challenged landlords proposals and identified errors in the calculation of the service charge resulting in reimbursements of over £200,000 on behalf of the tenants.
  • As a result of consultation with the landlord’s managing agents in respect of security and staffing for the building, achieved annual reduction in service charge of £25,000 per annum.
Download Case Study Download PDF Associated British Ports
Associated British Ports, Town Quay Southampton - Acted on behalf of Associated British Ports and provided expert advice and guidance in relation to apportionment, management and administration of service charges.

  • Formulated service charge apportionment methodology for complex mixed-use quay development including marina.
  • Analysed costs, provided advice and made recommendations on industry best practice.
Download Case Study Download PDF BEA Systems
BEA Systems, Kingsmead Business Park, High Wycombe, Bucks, UK - Acted for BEA Systems, tenant of 42,000 sq.ft offices - located in business park - in challenging landlord’s proposed refurbishment of internal common parts areas.

  • Review of lease documentation and specification of landlord’s refurbishment proposals.
  • Liaison and negotiations with landlord’s managing agents to amend specification to exclude improvements and other unnecessary works to ensure scheme met with tenant’s requirements and cost of works carried out recoverable under the terms of the lease.
  • Attended on-site inspections with project team and contractors to agree variations to contract and monitor progress of works.
  • Provided advice to tenant’s lawyers with regard to service charge provisions of new lease.
Download Case Study Download PDF Charville Estates LLP
Charville Estates LLP, Wharfside Shopping Centre, Penzance, Cornwall and The Grove Shopping Centre, Witham, Essex - Provided expert advice and guidance in relation to apportionment, management and administration of service charges.

  • Formulated service charge apportionment methodology for complex mixed-use quay development including marina.
  • Analysed costs, provided advice and made recommendations on industry best practice for service charge recovery including format of budget and actual reports to tenants.
Download Case Study Download PDF Crosby Homes (Special Projects) Ltd
Crosby Homes (Special Projects) Ltd, The Mailbox, Royal Mail Street, Birmingham, W1 - Appointed as expert on behalf of Crosby Homes, Head-lessee of the residential element of one of the UK’s largest mixed-use schemes, to advise on a major dispute relating to the methodology adopted by the landlord for the apportionment of the service charge.

  • Assisted in negotiations between the superior landlord and residential tenant association.
  • Facilitated resolution of dispute which enabled the successful disposal of the client’s intermediate interest to the Residential Tenant Management Company.
Download Case Study Download PDF Daejan Properties Limited
Daejan Properties Limited, Regency Lodge Finchley Road and Adelaide Road, Swiss Cottage, London NW3 - Appointed on behalf of Freshwater Properties as Landlord’s surveyor to provide expert determination of tenant service charge apportionments following high profile court case and appeal.

  • Determination issued and accepted by all parties resulting in substantial savings in further imminent litigation costs.
Download Case Study Download PDF Hounslow House
A multi-national IT information storage corporation, Hounslow House, 730 London Road, Hounslow, Middlesex - Acted for a multi-national IT information storage corporation in challenging landlord’s proposal for replacement of air conditioning system and other major costs in last years of lease term.

  • Successfully challenged landlords proposed replacement of air-conditioning system resulting in a direct saving to the tenant of £400,000
  • Secured reimbursement of £238,000 sinking fund erroneously collected by landlord
  • Secured reimbursement of £79,000 charged in respect of repairs carried out to gable walls
  • Identified errors in accounts with sub-tenants and identified and recovered £69,000 of un-invoiced expenditure
  • Identified and recovered from landlords £42,000 in respect of over-paid on-account charges post expiry of lease and sale of property and also recovered additional £44,250 from sub-tenants.
Download Case Study Download PDF Lend Lease
Lend Lease, Greenwich Peninsular – O2 Arena and Dome - Carried out review of obligations and liabilities relating to provision of services and other matters relating to the Arenas and Dome leases to facilitate sale.

  • Completed review of over 20 documents comprising more than 1,250 pages within very short timescale.
  • Completed report bringing to the attention of the client various issues and potential risks arising form the complex leasehold arrangements and which might have an impact on potential sale.
Download Case Study Download PDF UBS Global Asset Management
UBS Global Asset Management, Centre Point, Charing Cross Road and New Oxford Street, London WC1 - Acted on behalf of UBS Global Asset Management for pre-purchase review and management audit of service charge.

  • Analysis of capped service charge arrangements identified the service charge shortfall had been overestimated by £36,800 pa.
  • Total errors identified, equivalent to an increase in Capital Value of nearly £3/4 million.
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Our Clients

Examples of clients who we have recently worked with:
  • American Express
  • BBVA
  • BEA Systems Limited
  • Crittal Windows
  • Daihatsu Diesel Limited
  • Fenlay Limited
  • International Metallurgical
  • LMM Limited
  • Maples & Calder
  • Medical Defence Union
  • National Amusements Limited
  • Parallel Private Equity
  • Quintain Estates
  • Reed Smith
  • Robert Half International Limited
  • Trafalgar Capital Management
  • Varomet