Case Studies

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Case Study: Governance & Profit Share Review

Governance and profit share seem to be particular hot topics for law firms at present, with many reviewing whether their approaches are appropriate.  Most are considering whether they are fair; whether they are in line with competitors/the market; whether they encourage the right behaviours; and whether they help to attract and retain the best people.

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Case Study: When “Big Law LLP” comes calling – a niche law firm acquisition

Armstrong Watson was engaged by a significant niche firm who were being purchased outright by a large global player in order to create a fully formed specialist team within the significantly larger practice. We were therefore engaged to value the smaller practice, to negotiate heads of terms, to comment on the taxation aspects of the deal and to perform the “reverse due diligence” on the acquirer.

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Case Study: Armstrong Watson & Capitalise partnership helps client achieve significant and timely Cashflow Benefits

VWG Mechanical Limited is a mechanical engineering contractor and the Dooling family have been long standing clients of Armstrong Watson.

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Case Study: Bruce & Luke's Coffee Empire

Bruce Brown and Luke Jackson are an entrepreneurial duo from Carlisle whose self-named brand ‘Bruce and Luke’s’ includes Foxes Café, Bruce and Luke’s Coffee Supply and Maintenance, Bruce and Luke’s Donuts and the recently  acquired coffee house Coffee Genius.

The pair’s journey into business ownership began in 2011 when, keen to be their ‘own bosses’, they seized the opportunity to take over a popular local café, Foxes, when the lease became available.

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Case Study: Museums and Galleries Exhibition Tax Relief

We recently assisted a Yorkshire-based museum with their first Museums and Galleries Exhibition Tax Relief claim for a temporary exhibition imported from Canada.

As the exhibition was hired from outside the EEA and this was a significant proportion of the exhibition costs, the client was unsure if the exhibition would qualify for the relief. We were able to review all of the expenditure associated with producing the exhibition and found that there were sufficient costs incurred in the EEA to make a claim.

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Case Study: Public Sector Policy Dispute

An organisation provided a service to people in the care of a local authority.

The organisation took out an insurance policy to cover litigation costs in circumstances where there was a significant threat to the viability of the company.   

When the local authority threatened to withdraw all its operations from the client, a process of litigation, paid for by the insurance policy, was started.

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Empty Table in Board Room

Case Study: Claims Management Company Contract Dispute - £200,000+

An entrepreneur sold her claims management business for a sum to be paid in stages over a three-year period, with the consideration linked to the performance of the business and a share of future value upon a sale within a defined period.  During the deferred period, the seller was retained as a consultant by the purchaser.

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Case Study: Production Process and Machinery Hire Contract Dispute

The claimant installed a bottling production plant into a well-known water retailer, but the system was not commissioned for actual use.

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Case Study: Sports Club Construction Dispute

A sports club had sold part of its land to a developer in return for the construction of a new clubhouse on the organisation’s remaining land.

As construction costs over-ran, the developer stopped work and refused to resume until additional funds were provided by the sports club.  This resulted in a stand-off that saw lawyers instructed by both sides.

The case got stuck for over 12 months in a legal process that made little headway, other than to highlight weaknesses in the contract that meant each side had some form of potential argument with which to attack the other.

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Case Study: Paying the Right Inheritance Tax

Losing a family member can be a very distressing time, especially when this comes suddenly and is unexpected.

One of our dairy farming clients faced an inheritance tax bill of over £220,000 on their fathers estate which included 2 working farms. The sons of the deceased individual came to Armstrong Watson as their trusted advisors to review the correspondence they had received from their solicitors and H M Revenue and Customs.

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