Summary assessment—principles

Published by a LexisNexis Dispute Resolution expert
Practice notes

Summary assessment—principles

Published by a LexisNexis Dispute Resolution expert

Practice notes
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This Practice Note explains what a Summary assessment of Costs is and sets out the key principles to understanding summary assessment, ie when summary assessment can be sought, the circumstances in which summary assessment will not take place and which members of the judiciary can undertake summary assessment of costs.

For guidance on:

  1. the summary assessment procedure, see Practice Notes: Summary assessment—the process and Summary assessment—statement of costs

  2. Requirements which are applicable in specific courts, see Practice Note: Summary assessment—court guides

Note that Detailed assessment, of which provisional assessment is part, is a different form of costs assessment. For insight, see: Summary assessment or detailed assessment? below, and Detailed assessment—overview.

What is summary assessment?

Summary assessment is defined as ‘the procedure whereby costs are assessed by the judge who has heard the application or hearing’ (CPR 44.1).

‘Costs’ is defined as ‘includes fees, charges, disbursements, expenses, remuneration, reimbursement allowed to a litigant in person under rule 46.5 and any fee or reward charged by a lay representative for acting on behalf of a party in proceedings allocated

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Jurisdiction(s):
United Kingdom
Key definition:
Summary assessment definition
What does Summary assessment mean?

The procedure by which a court, when making an order about costs, orders a party to pay a determined amount of money rather than fixed costs or costs subject to detailed assessment.

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