Three R Tourism and Hospitality Limited & Ors v Orrick Herrington & Sutcliffe (UK) LLP [2026] EWHC 1844 (KB)

[2026] EWHC 1844 (KB)Case No KB-2025-004428
IN THE HIGH COURT OF JUSTICE
KING'S BENCH DIVISION
Venue Royal Courts of Justice, Strand, London, WC2A 2LLDate 21/07/2026MR JUSTICE COTTER
(1) THREE R TOURISM AND HOSPITALITY LIMITEDClaimant/(2) OBINNA EKEZIERespondent(3) RALPH TAMUNORespondentORRICK HERRINGTON & SUTCLIFFE (UK) LLPDefendant/
Arfan Khan (instructed by C V Brooks Solicitors) for ClaimantsMiles Harris (instructed by Herbert Smith Freehills Kramer LLP) for DefendantHearing Hearing dates: 16th & 17th March 2026
Approved JudgmentThis judgment was handed down remotely at 10.30am on 21 July 2026 by circulation to the parties or their representatives by e-mail and by release to the National Archives..............................MR JUSTICE COTTER

Introduction

[1]This is the judgment upon a strike out, alternatively summary judgment, application brought by the Defendant, Orrick Herrington & Sutcliffe (UK) LLP (“Orrick”) in relation to a professional negligence claim.[2]The First Claimant, Three R Tourism & Hospitality Ltd (“3R”), is a company registered in Nigeria. 3R was formerly known as Three R Tourism & Hospitality Holdings Ltd (“3R Holdings”), a Mauritius-incorporated company. 3R is effectively owned by the Second and Third Claimants, Obinna Ekezie and Ralph Tamuno.[3]Orrick is a legal practice with an international client base.[4]The claim is one of professional negligence. It is the Claimants’ case that Orrick’s negligence in advising in relation to an investment deal left them exposed to a predatory investor (within the Carlyle Group of Companies; “Carlyle”). The Claimants argue that contacts entered into on 27th November 2018, which facilitated investment by Carlyle, have had little short of disastrous consequences. Within less than fifteen months Mr Ekezie and Mr Tamuno had been dismissed without notice and 3R had been forced to surrender its interest in the new business vehicle for nominal consideration and was also left with outstanding liabilities to third parties totalling $28.4m.[5]The sole basis for the application striking out the claim and/or dismissing the claim is that it was brought outside the time allowed by sections 2 and 5 of the Limitation Act 1980 (“the Act”) and the Claimants’ reliance on section14A is a meritless attempt to escape the consequences of their failure to serve earlier proceedings.[6]It is the Defendant's case that the six year period ran from 27th November 2018 being the date that the Claimants entered into the relevant agreements. The parties understood this to be the position and in October 2024, before what was considered to be the imminent expiry of the limitation period, they entered into a standstill agreement allowing the Claimants up to 30th May 2025 to issue proceedings on identified causes of action. The Claimant did issue proceedings within that period but failed to properly serve them. A second claim form was issued on 18th November 2025. The Defendants argue the second claim is statute barred.[7]It is the Claimants’ case that the primary limitation in tort did not commence on 24 November 2018 as no loss was suffered at that date and only arose when a conversion notice was served on 10 January 2020 pursuant to a clause within the primary agreement. This notice meant that the Claimants had to transfer over their shareholding in a new corporate vehicle for no value. Only at this stage did any loss crystalise. The claim was issued on 24 November 2025 so within the six-year limitation period.[8]It is the Claimants’ secondary argument that knowledge under section 14A of the 1980 Act was not actually, or constructively acquired, until 18 September 2022 (or at the earliest 12 September 2022): and the effect of the Standstill Agreement was to adjust the time period for the commencement of the tort claims until 18 April 2026 at the latest. The Defendant’s argument in response is that whatever the position was as regards actual knowledge there was constructive knowledge from the date of the conversion notice (January 2020) at the latest so three years from that date was well before the standstill agreement was reached.[9]Although there was a large volume of documentation within four bundles of documents and an extensive array of authorities in three bundles, the arguments centered on two narrow issues;(a) When was actionable loss sustained on the Claimants’ case?(b) When did the Claimants gain constructive knowledge for the purposes of section 14A?[10]I am very grateful to Counsel for their focused and helpful written and oral submissions.

Evidence

[11]The evidence in relation to the applications consisted of a) The statement of Mr Glassey of 10th December 2025 on behalf of the Defendant b) The statement of the Second Claimant, Mr Ekezie, dated 2nd March 2026 c) A short statement of Mr Tamuno, the Third Claimant, confirming that the matters set out in the statement of Mr Ekezie are correct.[12]As I have already stated the statements were accompanied by a large amount of documentation.[13]Given the nature of the issues to be determined, and in particular the issue of when actionable loss was sustained, it is necessary to set out the factual background in some detail.

Facts

[14]The Second and Third Claimants, Mr Ekezie and Mr Tamuno founded,and are the two shareholders in, the First Claimant (“3R”), a company registered in Nigeria. 3R was once the majority (52.7%) shareholder in Wakanow.com Limited (“Wakanow”), an online travel business based in Nigeria. The remaining shares were owned by two companies known as Tigerand Cap Travel. Mr Ekezie and Mr Tamuno were directors and employees of Wakanow.[15]In July 2014, Capital Alliance Private Equity III Ltd invested US $10 million into Wakanow under a Share Subscription and Investment Agreement, supported by guarantees from Mr Ekezie and Mr Tamuno. The rights and obligations were subsequently novated to Cap Travel Ltd (“Cap Travel”) with 3R assuming Mr Ekezie and Mr Tamuno’s obligations under the agreement.[16]In 2017, discussions began with Vine Capitaland a company called Platform regarding potential investment in Wakanow. Concerns arose over Vine’s financial capacity. On or around 30 November 2017, 3R and Platform entered into an Equity Upside Participation Agreementsetting out a baseline valuation of 3R’s 52.7% shareholding in Wakanow at US $47.43 million and providing for upside sharing (60% to 3R, 40% to Platform).[17]On 1 December 2017, a Loan Agreement was executed under which Platform was to provide US $3 million to 3R for onward lending to Wakanow. Somewhat strangely the parties to this action disagree whether that loan was ever provided; but that is not an issue which is relevant to the applications before the Court.[18]At some stage in 2018, Mr Ekezie personally advanced approximately US $3 million to Wakanow via a facility with Providus Bank Plc, secured against personal property.[19]In 2018, 3R retained Orrick to advise it on a transaction by which Carlyle invested in Wakanow. Carlyle had retained Clifford Chance as its solicitors.[20]The engagement letter dated 5 September 2018 included obligations:
“…advise on the negotiation of, and amendments to, a shareholders’ agreement to which, amongst other parties, Holdco, Platform, Capital and 3R will be parties; …advise on the purchase by Holdco of Wakanow from 3R including (i) the negotiation of, and amendments to, a share purchase agreement, (ii) the drafting and negotiating a disclosure letter; (iii) the negotiation and amendments to the completion escrow accounts; and …advise generally on the legal aspects of the Transaction and the steps to completion (including pre-conditions, CPs and the sequencing of steps), including managing and running completion in relation to the investment in Holdco by the Carlyle Group, and the acquisition of Wakanow.”
[21]The transaction entailed corporate restructuring that required a number of steps.[22]The first step was that 3R, Tiger, and Cap Travel transferred their respective shareholdings in Wakanow to a new holding company, Wakanow Africa Holding Company (“HoldCo”).[23]The second step was that 3R bought Tiger’s and Cap Travel’s shares in HoldCo, to become sole shareholder.[24]The third step was that 3R sold all the shares in HoldCo to Wazobia Holdings, a company incorporated for that purpose with only one ordinary share which was held by Oya Waka Holdings, a Carlyle entity. This sale was conditional on the first two steps being accomplished. For simplicity, “Carlyle” is used to refer to any entity within the Carlye Group, including Oya Waka Holdings.[25]The fourth step was that Wazobia issued:(a) 10,000 new Ordinary Shares: 7,500 shares to 3R and 2,500 shares to Platform Capital (“Platform). Platform had an interest in any value realised for 3R’s shares under the Equity Upside Participation Agreement.(b) 40,000,000 Convertible Preference Shares (“the CP Shares”) to Carlye.[26]Steps one and two above were effected by:(i) The “Tiger B2B SPA”, dated 15 November 2018. By this agreement, 3R agreed to pay Tiger $10.7m for its share in HoldCo, ($6m on completion and $4.7m within 5 years). Significantly the deferred consideration was an unsecured obligation of 3R alone;(ii) The “Cap Travel Agreement”, dated 26 November 2018. By this agreement, 3R agreed to pay Cap Travel consideration totalling $26.8m. On completion 3R was to (1) pay Cap Travel $1.9m and (2) secure novation to Carlyle of a $9.1m loan that Cap Travel had made to 3R. The deferred consideration of $15.8m had to be paid within 3 years. Again this was an obligation of 3R alone, but it was also secured by a share charge and an also undertaking from Mr Ekezie and Mr Tamuno not to encumber or charge their direct or indirect shareholding or interest in 3R.[27]Step three was effected by the completion on 27th November 2018 of a Sale and Purchase agreement dated 7 November 2018 under which 3R sold its shares in HoldCo to Wazobia (“the SPA”). The consideration was $10.9m in cash and the 10,000 Ordinary Shares that Wazobia issued to 3R and Platform. However, on completion, Wazobia also agreed make other payments to support the Wakanow business including: a) $11.7m to Zenith Bank Plc; b) an unspecified sum to FBHQuest Merchant Bank Limited; c) $9.1m to cover the loan novated from Cap Travel; and d) $7.684m to fund working capital, capital expenditure and debts post-completion. The above payments meant that on completion Wazobia paid over $40m. Of this, $2.9 was paid to Platform.As I shall set out in due course, this payment later became a focus of the Claimants’ investigation of matters in 2022.[28]Step four was provided for in an Investment Agreement dated 7 November 2018 (“the IA”).[29]By these steps, 3R went from majority shareholder of Wakanow, to holding Ordinary Shares in its new ultimate holding company, Wazobia, in respect of which Carlyle held the CP Shares.[30]The IA regulated the respective rights of 3R and Carlyle as participants in the business going forwards and established Carlyle’s rights as holder of the CP Shares. As to the CP Shares it provided that:(a) Carlyle would be entitled to an annual cumulative preferential dividend of 12% p.a. compounding daily, to become an immediately payable debt if it was not paid when due (“the Preferred Dividend”). Thus, in effect, Wazobia was obliged to guarantee a 12% p.a. compounded return on its $40m investment (i.e. just over $5m after one year and around $24.6m after four years).(b) If at any time between the 3rd and 4th anniversary of completion, or earlier if there was an “Event of Default”, Carlyle could require its CP Shares to be (i) redeemed, by payment of the accumulated value of its $40m investment (defined as “the Accumulated CPS Value”); or (ii) converted into Ordinary Shares. “Event[s] of Default” included: (a) A material breach of the IA which had or might reasonably be expected to have a material adverse effect on Carlyle, whether or not repudiatory; and (b) “material underperformance” not caused by a “macro-economic event”. If the right to convert the CP Shares arose, Carlyle could serve a notice requiring Wazobia to convert them into Ordinary Shares immediately. Moreover, if, when the conversion right was exercised, the “Accumulated CPS Value” of the CP Shares exceeded the net enterprise value of the business, then 3R and Platform would be required to transfer all their shares for nominal consideration. The IA set out the formula for this calculation. Essentially, unless the net enterprise value of the business exceeded $40m plus 12% p.a. compounded daily, 3R had to surrender its shares.[31]Pursuant to paragraph 4.6.3 of the IA there would be “material underperformance” if the earnings before interest, taxes, depreciation, and amortization (“EBITDA”) over a 12 month period fell 10% or more below the target EBITDA in an agreed Business Plan.[32]The IA also provided that:(a) Carlyle was to have a majority on Wazobia’s board and to be able to appoint its Chairman (who had a casting vote); and(b) In the event of “material underperformance” not caused by a “macro-economic event”, Carlyle was also able to remove Mr Ekezie and Mr Tamuno from their respective positions as CEO and Deputy CEO.[33]It is the Claimants’ case that the email correspondence leading to completion shows that the Investment Agreement was subject to multiple revisions largely driven by Clifford Chance acting for the Carlyle Group, with limited substantive advice provided to the Claimants by the Defendant on the structural implications of the transaction.[34]The Claimants also alleged that they received no, or no adequate, advice on(a) the implications of fixing the EBITDA threshold at 10%, and why a higher market threshold (such as 20%) would have provided greater protection given the volatility of trading;(b) the implications of the proposed Convertible Preference Share Rider provisions remarking only that “they look fine to me”;(c) the legal effect and practical consequences (foreseeable risks arising from) the key provisions within the transaction documentation.

The dismissal of Mr Ekezie and Mr Tamuno and the Conversion Notice

[35]Within 15 months of completion, Carlyle had triggered the “structurally embedded enforcement mechanism”described above for “material underperformance” and had taken 100% control and ownership of Wakanow. This result can indeed be accurately described as disastrous for the Claimants who were effectively left with nothing except large debts.[36]The first step taken was that Mr Ekezie and Mr Tamuno were dismissed from their employment with immediate effect on 23 October 2019. I pause to observe that this event was clearly very significant for both men. It was the Defendant’s case that this event was relevant for the date of constructive knowledge.[37]Next, by a Conversion Notice dated 10 January 2020, Carlyle compelled the transfer to it of all the Ordinary Shares in Wazobia for nominal consideration (“the Conversion Notice”). The Conversion Notice stated:
“Pursuant to clause 9.3.1(b) of the Investment Agreement we, being the Convertible Shareholder, hereby give this…Notice to convert all of the 40,000,000 Convertible Preference Shares...into ordinary shares. We hereby specify that the date for such conversion should be the date of this letter. ...The Application of the Formula results in the number calculated by the Formula exceeding 1 and, accordingly, the proviso of clause 9.5.1 of the Investment Agreement applies. As such we direct the Company to convert all of the 40,000,000 Convertible Preference Shares held by Oya Waka into 999,999,999 New Ordinary Shares in the capital of the Company…and by way of this notice, require that the Ordinary Shareholders transfertheir entire holding of issued shares to Oya Waka for nominal consideration.”
[38]The result of the conversion was that effective control of the company was transferred to Carlyle. Rather than cancelling existing shares, the mechanism operated by the issuing of a very large number of new ordinary shares to Oya Waka. In the conversion model, approximately 999,999,999 new shares were issued, giving a total share capital of 1,000,010,000 shares.Following conversion, the original shareholders retained their nominal shareholdings, but their percentages were reduced to near insignificance: (for 3R approximately 0.0007%, Platform approximately 0.0002%, and Oya Waka 99.999%). In practical terms, the CPS holder acquired complete economic and voting control.[39]The Conversion Notice attached a spreadsheet setting out the calculation which showed that the conditions of 9.3.1(b) and 9.5.1 of the IA that entitled Carlyle to require this transfer from 3R and Platform were satisfied. This showed that:a. The EBITDA for the last 12 months was negative at ($2,438,803.78), 131% below the target EBITDA of $7,750,000. This constituted “material underperformance”, triggering Carlye’s right to serve a conversion notice.b. The conditions entitling Carlyle to require transfer of the Ordinary Shares for nominal consideration were met applying the relevant Formula:[40]It is the Claimants’ case that the notice and accompanying calculations are complex, and that they did not fully understand the content, either because no advice was given by Orrick, or because the advice provided was inadequate.[41]By 10th January 2020, the date specified for conversion in the Notice, Mr Ekezie and Mr Tamuno had lost their employment, and 3R had effectively no shares in Wazobia, but was still liable to pay very substantial sums to Tiger and Cap Travel. It is the Defendant’s case that this state of affairs was, at the latest, a trigger for the date of constructive knowledge.

The History post January 2020

[42]On 6th June 2022 the Claimants Nigerian lawyers sent a letter to a third party. The Claimants have asserted litigation privilege in relation to this letter.[43]On 12th September 2022 the Claimants held a conference with Clifford Chance through their Nigerian lawyers. It is said by the Claimants that this concerned their questions as to; a) Carlyle’s relationship with Orrick; and b) a payment of $2.9 million made from Carlyle funds.[44]On 18th September 2022 Clifford Chance sent a letter to the Claimants’ Nigerian advisers. The Claimants contend that the letter raised, for the first time, the possibility that the structure of the transaction and the events surrounding it might involve failings attributable to the Defendant.[45]On 28 September 2023, Orrick received an email from Ballinger Law asking for Orrick’s file. This was the first contact Orrick received since the transaction was completed and its invoice paid.[46]During pre-action correspondence, the Claimants clearly approached their claim against Orrick on the basis that they should issue less than six years after the Investment Agreement and the Sale and Purchase Agreement, i.e. by 27 November 2024.[47]The parties entered into to a standstill agreement dated 31 October 2024. It is agreed that its effect was to suspend time running for the claims to which it applied until 30 May 2025, a period of 212 days (7 months).[48]The Claimants issued a Claim Form against Orrick on 30 May 2025 within the extended limitation period allowed by the standstill.[49]Had the first Claim Form been served in time, the present application would not have arisen. However, it was not served in time.[50]The present action, which was brought on 18 November 2025 and issued on 24 November 2025. Claimants’ case[51]It is the Claimants’ case that Orrick failed to warn them that the terms of the deal were onerous, weighted unfairly in Carlyle’s favour, and would allow Carlyle to take control of their business in the way it did, leaving 3R saddled with debt.[52]The Letter before claim dated 23rd October 2024 stated:
“106. We can see no reasonable basis for 3R being liable for the Deferred Consideration...It was Carlyle who was purchasing the shares of Tiger/Cap Travel, so it seems to us that the liability for paying the purchase price for these shares should have been 100% on Carlyle. 107. Furthermore, it was suicidal for 3R to take on this liability of $20.5 (this refers to the deferred consideration obligations of approximately US $20.54 million comprising US $15.84 million to Cap Travel and US $4.7 million to Tiger Global) which it was simply not in a position to fund. ... 115. The business was putting itself into a position whereby it would have debts it would be unable to pay. Just three years after completion (or potentially earlier), the preference shareholders would be entitled to require immediate payment of the preference shares for $40m plus the 12% annual dividend. Wazobia would be unable to pay, which would leave the business insolvent, and completely at the mercy of the creditors (Carlyle). Anyone with experience in dealing with private equity would know that this is exactly how they operate, and that it is a regular tactic of investors to load up the target company with debt due to the investors, which it is unable to repay, and then exploit the resulting vulnerability to the detriment of the other shareholders (usually the founders). … 121. It should not have been too difficult for an experienced advisor at the time of completion to recognise that there was a serious risk that 3R and the Founders would end up with nothing (or, worse, with no assets, but with substantial liabilities for Deferred Consideration), whereas prior to this transaction they were the majority shareholders in a business worth in excess of $60m. … 138. The convertible preference shares were absolutely central to the transaction. They were not part of the original Heads of Terms, and were introduced by Mr Popo without any instructions from his client. Those shares were the sole benefit Carlyle received for its $60m. They were also toxic for 3R, as they could result in 3R’s shareholding being effectively expropriated without compensation. It was therefore essential that the solicitor satisfied himself that the clients properly understood the provisions relating to the convertible preference shares. Mr Popo took no steps to advise on, or satisfy himself that Mr Ekezie and Mr Tamuno properly understood, the convertible preference shares.”
[53]The Particulars of Claim makes the following assertions;a. The “material underperformance” trigger, “allowed Carlyle to obtain disproportionate rights of termination and redemption, such that a relatively modest shortall (10% of EBITDA) could remove the Claimants from management and trigger financial consequences.” (paragraph 67.1).b. Although general advice was given Orrick “failed to ensure adequate safeguards against manipulation of the EBITDA by Carlyle”;c. The rights the IA gave Carlyle under its CP Shares: i. “operated as a quasi-debt, exposing Wakanow to redemption obligations it was unlikely to meet...”); and ii. Conferred “...rights which would, in practice, allow Carlyle to assume control of Wakanow even in the event of minor financial underperformance...”.d. The overall transaction structure, “exposed 3R to substantial liabilities (including repayment of debts) without corresponding certainty of recoverable consideration” and safeguards.e. The obligations to pay consideration and deferred consideration to Tiger and Cap Travel “created “significant financial fragility”.f. Orrick should have warned that i. Ownership of Wakanow would “transfer entirely to Carlyle, leaving 3R only a minority stake in Wazobia (a Carlyle-controlled entity”); ii. The $10.9m cash consideration payable “was almost entirely absorbed in debt repayment, leaving 3R with little net benefit”; and iii. The “structure placed 3R in a subordinate position without securing protective mechanisms.”.g. There was a “need to protect the contractual position of” Mr Ekezie and Mr Tamuno, in particular by ensuring “a more robust notice period for their removal”.[54]The Claimants say that had they been properly advised, 3R would not have entered into the transaction on the terms it did, and Mr Ekezie and Tamuno would have continued on their existing service contracts that would have protected them (see Particulars of Claim paragraph 73). They blame Orrick for causing them loss in excess of $73,942,605.50, including:a. 3R’s loss of the value of its shares in Wakanow in November 2018; $35.5m.b. The sums 3R paid and agreed to pay to Tiger and Cap Travel; $28.4m.c. Alleged personal losses sustained by Mr Ekezie and Mr Tamuno; $10m.[55]The causes of action pleaded are;(a) Contract.(b) Breach of the duty of care.(c) Misrepresentation.[56]As for the claim of misrepresentation, this can be dealt with shortly. The Claimants alleged negligent misrepresentation, claiming that they would not have entered the transaction on the terms they did but for allegedly false representations by Orrick to the effect that it had no conflict of interest, that it would act solely in their interests, and that it had, and would exercise, the requisite skill and experience to ensure that the terms of the transaction protected them from “undue financial prejudice or legal disadvantage”.[57]The conflict is said to have arisen from the fact that “Orrick had already been engaged by Platform in connection with the Carlyle deal”. It is not necessary to address this tortious claim separately in detail, however is difficult to see how this allegation is sustainable given the e-mail correspondence (e.g. emails on 2 August 2018, before Orrick was retained expressly dealing with its relationship with Platform).[58]The Standstill Agreement covered only limitation arguments “in connection with the Dispute”. The “Dispute” was narrowly defined as the claim “set out in paragraphs 133-156” of the Letter of Claim. Those paragraphs did not include a claim for misrepresentation. Therefore, the misrepresentation claim cannot rely on the standstill period.

The Issues

[59]Given the understanding which gave rise to the standstill agreement and the issue of the first claim Orrick, in my view unsurprisingly, requested that the Particulars of Claim specifically plead the Claimants’ “answers to any plea of limitation”. The pleading set out the following: a) That because of the Standstill Agreement the running of time for “all the current claims” was suspended from 30 October 2024 to 30 May 2025. b) The Claimant can rely on s.32(1)(b) of the Act, because Orrick deliberately concealed material facts relevant to their causes of action; and/or c) The Claimants can rely on s.14A of the Act on the basis that they did not acquire the requisite knowledge (actual or constructive) of the material facts giving rise to such claims until on or after 12 September 2022, being the date, they participated in a conference call with Carlyle’s lawyers during which Clifford Chance.[60]Mr Khan did not pursue any argument based on (b) or the argument set out in his skeleton based on Orrick having a continuing contractual retainer and continuing duty to advise after the agreements had been concluded.

(a) Contract

[61]Mr Harris submitted that section 5 of the Act allows a claim in contract to be brought up to six years from breach. Here, the latest date on which Orrick could possibly have breached its contract was 27 November 2018. Allowing for the 7 months standstill period, the Claimants had until 27 June 2025 to bring a claim. Thus, the present proceedings are nearly 5 months out of time.

(b) Tort

[62]Section 2 of the Limitation Act 1980 provides:
“An action founded on tort shall not be brought after the expiration of six years from the date on which the cause of action accrued.”
[63]In negligence cases involving economic loss, the cause of action accrues when measurable damage is first suffered. That principle was set out in Nykredit Mortgage Bank plc v Edward Erdman Group Ltd (No 2)[1997] 1 WLR 1627.[64]Mr Harris argued that, accepting the Claimants’ criticisms of Orrick and their case as to the effect of the transaction, on their own account they must have sustained actionable loss of the kind required to start time running on entry into the transaction. Thus, the claim in tort was also brought nearly 6 months after expiry of the period allowed by section 2 of the 1980Act[65]Mr Harris submitted that the suggestion made in Mr Ekezie’s witness statement that on entry into the transaction that there was “only a contingent risk”, and so no damage, was meritless. The Claimants’ own case is that on completion of the agreements:a. A $35.5m interest in Wakanow was “exchange[d] for largely paper consideration, with the immediate cash proceeds absorbed by debt repayment, leaving 3R exposed to further obligations” (as set out at paragraph 20 of the Particulars of Claim).b. “toxic” terms were imposed that not only created liabilities that required payments to Carlyle, Tiger, and Cap Travel (this last secured by a share charge) that Wazobia/3R were unable to pay, but also handed Carlyle power to take over the business in that event; andc. Mr Ekezie and Mr Tamuno began employment without any service contracts to protect their interests.[66]Mr Harris argued that if the Claimants’ case on these points is accepted, as it must be for the purposes of the determination of this issue, these matters clearly amounted to measurable and so actionable damage, even if their full consequences might have been contingent on future events.[67]Mr Khan submitted that the mere entry into a transaction which later proved disadvantageous did not necessarily constitute actionable loss unless the Claimants’ position was immediately worse in measurable financial terms.[68]He argued that until the Conversion Notice was issued, the dilution mechanism remained contingent as it depended on the 2019 accounts and the application of the formula. As a result, the Claimants’ position had not yet crystallised into a measurable financial loss. The loss arose only when the conversion mechanism was triggered through the notice.[69]The key inquiry therefore, is whether the Claimants suffered actual loss rather than a mere risk of future loss: the possibility of paying money in the future is not itself damage: see Law Society v Sephton [2006] 2 AC 543, Axa Insurance v Akther & Darby Solicitors [2009] 2 CLC 793 and Evans -v-Price Waterhouse [2019] EWHC 1505.

Section 14 A Limitation Act 1980

[70]Section 14A provides a special time limit for negligence actions where facts relevant to cause of action are not known at date of accrual. The section provides “(1) This section applies to any action for damages for negligence, other than one to which section 11 of this Act applies, where the starting date for reckoning the period of limitation under subsection (4)(b) below falls after the date on which the cause of action accrued. (2) Section 2 of this Act shall not apply to an action to which this section applies. (3) An action to which this section applies shall not be brought after the expiration of the period applicable in accordance with subsection (4) below. (4) That period is either—(a) six years from the date on which the cause of action accrued; or(b) three years from the starting date as defined by subsection (5) below, if that period expires later than the period mentioned in paragraph (a) above. (5) For the purposes of this section, the starting date for reckoning the period of limitation under subsection (4)(b) above is the earliest date on which the plaintiff or any person in whom the cause of action was vested before him first had both the knowledge required for bringing an action for damages in respect of the relevant damage and a right to bring such an action. (6) In subsection (5) above “the knowledge required for bringing an action for damages in respect of the relevant damage” means knowledge both— (a) of the material facts about the damage in respect of which damages are claimed; and (b) of the other facts relevant to the current action mentioned in subsection (8) below. (7) For the purposes of subsection (6)(a) above, the material facts about the damage are such facts about the damage as would lead a reasonable person who had suffered such damage to consider it sufficiently serious to justify his instituting proceedings for damages against a defendant who did not dispute liability and was able to satisfy a judgment. (8) The other facts referred to in subsection (6)(b) above are— (a) that the damage was attributable in whole or in part to the act or omission which is alleged to constitute negligence; and (b) the identity of the defendant; and(c) if it is alleged that the act or omission was that of a person other than the defendant, the identity of that person and the additional facts supporting the bringing of an action against the defendant. (9) Knowledge that any acts or omissions did or did not, as a matter of law, involve negligence is irrelevant for the purposes of subsection (5) above. (10) For the purposes of this section a person’s knowledge includes knowledge which he might reasonably have been expected to acquire— (a) from facts observable or ascertainable by him; or (b) from facts ascertainable by him with the help of appropriate expert advice which it is reasonable for him to seek;”[71]As section 14A(10) above makes clear, actual knowledge of the relevant facts is not necessary. Knowledge will start to run under s.14A once the Claimant has constructive knowledge. As Lord Mance explained in Haward v Fawcetts[2006] 1 WLR 682 at paragraph 126:
“The language of section 14A thus recognises a range of different states of mind: (a) actual knowledge of the material facts about the damage and other facts relevant to the action (including therefore knowledge that the loss was capable of being attributed to an act or omission alleged to constitute negligence); (b) knowledge that a claimant might reasonably have been expected to acquire (from facts observable by himself or ascertainable by him or with the help of appropriate expert advice which it would have been reasonable for him to seek); and (c) ignorance. Actual knowledge within (a) involves knowing enough to make it reasonable to investigate whether or not there is a claim against a particular potential defendant ....

(a) ”

[72]In the Particulars of Claim it is pleaded that the Claimants can rely on s.14A because until 12 September 2022 they did not acquire actual or constructive knowledge of the material facts giving rise to its claims now made. It is stated that prior to this date they did not know, nor could they with reasonable diligence have known;(i) that they had suffered actionable loss,(ii) that such loss was attributable in whole or in part to the acts or omissions of Orick alleged, and(iii) the identity of Orrick as the party responsible for such acts or omissions.[73]Mr Ekezie says that the Claimants did not have sufficient knowledge for time to begin to run until 18th (not 12th) September 2022. On 18th September 2022 Clifford Chance sent a letter to the Claimants’ Nigerian advisers, sent after a conference call on 12 September 2022. Mr Ekezie says that until that point they:
“...had not reviewed the documentation in any detail with a view to assessing or knowing that we had any potential claims against the Defendant.”
[74]Also they had not suspected that the Defendant may have failed to advise on dilution risks, material features of the structure, the effect of the documentation and “matters material to its advisory role”.[75]Mr Ekezie explained that the 18 September 2022 letter was significant because until then: “86. We did not know: a) That the Defendant had any undisclosed professional relationship with Carlyle relevant to the transaction; b) That the conversion provisions operated detrimentally to our interest by reference to structural mechanisms not previously explained to us; c) That the $2.9 million payment had been made in circumstances connected with the transaction structure. 87. Prior to 18 September 2022, we did not possess sufficient factual information to plead a case that the Defendant had acted in breach of duty or made misrepresentations in relation to the transaction.” a) That the Defendant had any undisclosed professional relationship with Carlyle relevant to the transaction; b) That the conversion provisions operated detrimentally to our interest by reference to structural mechanisms not previously explained to us; c) That the $2.9 million payment had been made in circumstances connected with the transaction structure.[76]Mr Khan submitted that prior to 18th September 2022 the Claimants had understood that their losses had arisen as a result of Carlyle’s commercial conduct rather than from any defect in the legal advice provided by the Defendant. The Claimants, therefore, lacked the knowledge required by section 14A until the latest 18 September 2022, or the earliest 12 September 2022.[77]Mr Khan also submitted thatin so far as the Defendant contends that the Claimants had knowledge when the conversion notice was served on 10 January 2020, the Claimants’ evidence is that they did not understand the effect of the conversion notice, or the formula governing conversion, particularly in light of the advice that had been given. As a result the issue of actual or constructive knowledge, cannot be resolved on the present application. Whether a reasonably diligent claimant would have appreciated at that stage that the damage might be attributable to negligent advice is plainly a fact-sensitive question and unsuitable for summary determination.[78]Mr Harris submitted that taking into account the elements needed to establish constructive knowledge, it was “fanciful” to suggest that the Claimants may demonstrate that that they did not have the “knowledge required for bringing an action for damages in respect of the relevant damage” until less than 3 years and 212 days before the claim was brought on 18 November 2025 (i.e. 20 April 2022).[79]Applying the language of section 14A(6), long before that date the Claimants plainly had, at least, constructive knowledge of both: “(a) …the material facts about the damage in respect of which damages are claimed; and (b) … the other facts relevant to the current action mentioned in subsection (8)...” (a). Mr Ekezie and Mr Tamuno knew, or ought reasonably to have ascertained, that they had suffered such damage on or shortly after the date upon which they were dismissed at the latest. (b). 3R at least ought to have known the same by, at latest, on or shortly after receipt of the Conversion Notice[80]Before turning to my analysis, I shall briefly set out the relevant legal principles in relation to the alternative routes in the application.

Strike out/summary judgment

[81]The power to strike out a statement of case is contained in CPR r 3.4 where it:(a) discloses no reasonable grounds;(b) is an abuse of process or would obstruct the just disposal of proceedings; or(c) involves a failure to comply with a rule, practice direction, or court order.[82]The power to grant summary judgment is contained in CPR r 24.3. The Court may grant summary judgment against a claimant or defendant, in respect of the entire claim or a specific issue, if:(a) it is satisfied that the party has no real prospect of succeeding on the claim, defence, or issue; and(b) there is no other compelling reason for the matter to proceed to trial.[83]The principles in relation to strike out and summary judgment are well established and require no exegesis within this judgment. Suffice to say and relevant to these applications a) On a strike out application the pleaded facts are assumed to be true (unless contradictory or obviously wrong) and no evidence is admissible. b) A court should not strike out a claim unless the Court is certain that it is bound to fail. c) It may not be appropriate to strike out a claim in an area of developing jurisprudence, where the law is uncertain or where a novel point arises. d) On a summary judgment application the Court must consider whether the Claimant has a realistic, as opposed to a fanciful, prospect of success. e) The overall burden is on an applicant. Where credible evidence is adduced in support of an application, the respondent must then demonstrate a real prospect of success (or some other reason why the matter should proceed to trial). f) The Court must not conduct a mini trial. However this does not mean that the Court has to take at face value and analyse everything that a Claimant says. A claim does not have a realistic prospect where it is possible to say with confidence that the factual basis for the claim is fanciful because it is entirely without substance. Unlike strike-out, on a summary judgment application the court may assess evidence and reject versions of facts that are implausible or unsupported by documents. g) It is not uncommon for short points of law (or construction) to be determined under CPR 24 if the Court is satisfied that it has all the relevant evidence necessary for the proper determination of the issue/s. h) The Court will attach very limited, if any, weight to an unsubstantiated hope that further information may come to light as a result of disclosure; “mere Micawbersim” (see Wilson-v-HB (SWA) [2025] 4 WLR 114 per Coulson LJ). However it can take into account evidence that can reasonably be expected to be available at trial.

Analysis

[84]I now turn to the two issues at the heart of these applications.

Actionable damage

[85]It is necessary to review the relevant authorities which consider the issue of when actionable damage arises.[86]In negligence cases involving economic loss, the cause of action accrues when measurable damage is first suffered. In Nykredit Mortgage Bank plc v Edward Erdman Group Ltd (No 2) [1997] 1 WLR 1627,Lord Nicholls explained the principle as follows: “In cases in tort the cause of action arises, not when the culpable conduct occurs, but when the plaintiff first sustains damage. Thus the question which has to be addressed is what is meant by "damage" in the context of claims for loss which is purely financial (or economic, as it is sometimes described). In Forster v. Outred & Co. [1982] 1W.L.R. 86, 94, Stephenson L.J. recorded the submission of Mr Stuart-Smith Q.C.: "What is meant by actual damage? Mr Stuart-Smith says that it is any detriment, liability or loss capable of assessment in money terms and it includes liabilities which may arise on a contingency, particularly a contingency over which the plaintiff has no control; things like loss of earning capacity, loss of a chance or bargain, loss of profit, losses incurred from onerous provisions or covenants in leases. They are all illustrations of a kind of loss which is meant by 'actual' damage. It was also suggested in argument … that 'actual' is really used in contrast to 'presumed' or 'assumed'. Whereas damage is presumed in trespass and libel, it is not presumed in negligence and has to be proved. There has to be some actual damage." Stephenson L.J., at page 98D, accepted this submission. I agree with him. "What is meant by actual damage? Mr Stuart-Smith says that it is any detriment, liability or loss capable of assessment in money terms and it includes liabilities which may arise on a contingency, particularly a contingency over which the plaintiff has no control; things like loss of earning capacity, loss of a chance or bargain, loss of profit, losses incurred from onerous provisions or covenants in leases. They are all illustrations of a kind of loss which is meant by 'actual' damage. It was also suggested in argument … that 'actual' is really used in contrast to 'presumed' or 'assumed'. Whereas damage is presumed in trespass and libel, it is not presumed in negligence and has to be proved. There has to be some actual damage." Stephenson L.J., at page 98D, accepted this submission. I agree with him.

Lord Nicholls also observed:

“…The amount of a plaintiff's loss frequently becomes clearer after court proceedings have been started and while awaiting trial. This is an everyday experience. There is no reason to think that the approach I have spelled out will give rise to any insuperable difficulties in practice. In their practical conduct of litigation courts are well able to ensure that assessments of damages are made in a sensible way. It is not necessary, in order to achieve a sensible and fair result, to go so far as asserting that the plaintiff has no cause of action, and hence may not issue a writ, until the assessment can be made with the degree of precision that accompanies a realisation of the security. Further, within the bounds of sense and reasonableness the policy of the law should be to advance, rather than retard, the accrual of a cause of action. This is especially so if the law provides parallel causes of action in contract and in tort in respect of the same conduct. The disparity between the time when these parallel causes of action arise should be smaller, rather than greater.”

Lord Hoffman explained matter as follows:

“Proof of loss attributable to a breach of the relevant duty of care is an essential element in a cause of action for the tort of negligence. Given that there has been negligence, the cause of action will therefore arise when the plaintiff has suffered loss in respect of which the duty was owed. It follows that in the present case such loss will be suffered when the lender can show that he is worse off than he would have been if the security had been worth the sum advised by the valuer. The comparison is between the lender's actual position and what it would have been if the valuation had been correct. There may be cases in which it is possible to demonstrate that such loss is suffered immediately upon the loan being made. The lender may be able to show that the rights which he has acquired as lender are worth less in the open market than they would have been if the security had not been overvalued. But I think that this would be difficult to prove in a case in which the lender's personal covenant still appears good and interest payments are being duly made. On the other hand, loss will easily be demonstrable if the borrower has defaulted, so that the lender's recovery has become dependent upon the realisation of his security and that security is inadequate. On the other hand, I do not accept Mr. Berry's submission that no loss can be shown until the security has actually be realised. Relevant loss is suffered when the lender is financially worse off by reason of a breach of the duty of care than he would otherwise have been.”
[89]In Law Society-v-Sephton [2006] 2 AC 22 a solicitor engaged the defendants as his accountants for the purpose of preparing annual reports, which the solicitor was required by statute to deliver to the Law Society. A partner at the defendants signed eight such reports, stating that he had examined all the relevant documents of the solicitor's practice and that he was satisfied that the solicitor had substantially complied with the Solicitors' Accounts Rules. In fact the partner had not made a proper examination of the relevant documents and between 1990 and 1996 the solicitor misappropriated money from his client account. A former client of the solicitor made a claim for compensation from the Solicitors Compensation Fund and the Law Society made payments out of the fund. The Law Society issued proceedings in negligence against the defendants, claiming that it had relied upon their reports when deciding not to exercise any of its powers to investigate, or to intervene in, the solicitor's practice before May 1996. At first instance Michael Briggs QC (as he then was) found that the Law Society’s cause of action arose as soon as the solicitor misappropriated monies thereby exposing the Law Society to the risk of claim and as a result the claim was statute barred. The Court of Appeal reversed the decision and the House of Lords dismissed the appeal holding that a contingent liability, such as the possibility of an obligation to pay money in the future, was not in itself damage until the contingency occurred; that, consequently, until a claim was actually made, no loss or damage had been sustained by the fund and no cause of action had accrued;[90]After a review of the relevant authorities Lord Hoffman stated:
“22. Thus cases like Bell v Peter Browne & Co [1990] 2 QB 495 and Knapp v Ecclesiastical Insurance Group plc [1998] PNLR 172 are readily explicable as cases in which the damage was the difference between the plaintiff's position as it was and as it would have been if the defendant had performed his duty and in which it was possible to infer that the plaintiff's failure to get what he should have got from a bilateral transaction was quantifiable damage, even though further damage which might result from the flaw in the transaction was still contingent. The plaintiff had paid money, transferred property, incurred liabilities or suffered diminution in the value of an asset and in return obtained less than he should have got. But these authorities have no relevance to a case in which a purely contingent obligation has been incurred.”
[91]In Jackson & Powell on Professional Liability [9th Edition] at 5-047 (after reference to Stephenson LJ’s statement Forster v. Outred); the Authors state as follows:
“However, there is an ambiguity in that submission, namely the reference to “liabilities which may arise on a contingency”
. The courts have had to grapple with a number of cases, mainly concerning solicitors, where the immediate or short-term consequence of negligence by a professional is to expose the claimant to a risk of some future loss. The issue which then arises is whether the mere fact that the claimant is subject to that risk itself constitutes loss. The authorities now show that the key distinction is between cases where there is an immediate loss of value of some asset or interest in an asset as a result of the acceptance of the contingent liability (for example, if it is charged to secure that liability) and cases in which the claimant has merely become subject to a contingency which may or may not lead to loss in the future. In the former cases, actionable damage is suffered when the contingent liability is accepted. In the latter cases, time does not run until the risk or contingency materialises causing actual loss (Law Society -v-Sephton [2006] UKHL 22). This is a very fine distinction. Another way in which actionable damage can be suffered is if the claimant obtains something less valuable than he would have done had the defendant not been negligent. Where a claimant obtains something which is materially different from what he was entitled to expect to obtain, it seems that this will readily be held to amount to actionable damage even if, on one view, he has suffered no monetary loss.” And “If a solicitor’s negligence diminishes the value of rights acquired by the client, actionable damage normally occurs at the time of acquisition of those rights rather than at the moment when they are exercised. This is illustrated by the decision of the Court of Appeal in DW Moore & Co Ltd v Ferrier.In 1971, the claimant insurance brokers engaged solicitors to draft a contract between themselves and F, who was to become an employee/director. The contract contained a restrictive covenant. In 1975, the parties entered into a further agreement drafted by the solicitors, containing a restrictive covenant in similar terms. In 1980, F ceased to be employed by the claimants and started to compete with them. It emerged that the restrictive covenant did not provide the protection which had been expected. The claimants started proceedings in May 1985, but it was held on a preliminary issue that their claim was statute-barred. The Court of Appeal held that Forster v Outred & Co was not inconsistent with Pirelli and was still good law. They further held that a valid restrictive covenant was a thing of value, so that the claimants must have suffered some loss (capable of quantification) both in 1971 and in 1975. Therefore the claimants’ causes of action against the solicitors had accrued in 1971 and 1975. The same principle was applied by the Court of Appeal in Lee v Thompson, Sullivan v Layton Lougher & Co and McCarroll v Statham Gill Davis. These decisions remain good law following the decision of the House of Lords in Law Society v Sephton, since when it has been held that claimant insurers suffered actionable damage when, as a result of the negligent assessment of the merits of potential claims by the defendant solicitors, they provided after the event insurance in respect of claims which stood poor prospects of successand that damage was suffered when solicitors negligently let a forged transfer get into circulation causing an immediate diminution in the value of the property.” And And In Maharaj v Johnson, the Privy Council emphasised that it is not enough that the claimant has acquired different rights from those intended. The rights acquired must be less valuable than those which should have been acquired. On the facts, the failure to acquire the full legal title to land as well as the beneficial title resulted in the claimants having less valuable rights than should have been the case. It followed that time began to run in respect of their claim against their former solicitors in tort when legal title was not acquired. However, it may be unclear whether the claimant has actually suffered loss by reason of having entered a transaction. The answer may depend upon the difference, from time to time, between the value of the rights acquired and the burden assumed. In such cases proof is needed that actual loss was suffered at a particular time.”[92]In Axa Insurance Ltd -v-Akther & Darby

Lady Justice Arden stated:

“57. …In my judgment, it is clear from the Sephton case that the incurring of a purely contingent liability which may result in an actual liability at a future point in time does not cause the limitation period to start to run. However, this is not the case where in addition to incurring a contingent liability the claimant suffers damage to a particular asset of his, for example because he also executes security over his property, as in Forster's case [1982] 1 WLR 86 . In that case, time began to run from the date of execution of the security. In my judgment, there is no difference between the case where security is given over a tangible asset, such as real property, and the case where security is given over an intangible asset, such as a debt. In either case, the claimant's property is damaged. Likewise, the principle that the incurring of a purely contingent liability is not itself damage does not apply where the claimant acquires a contingent liability as a part of a package of rights under a bilateral transaction and the value of that package has been diminished by the negligence of the defendant: see the Sephton case [2006] 2 AC 543 , paras 30 and 45, per Lord Hoffmann and per Lord Walker respectively.”
And “61. …Where it is not known whether or not NIG will have to pay a claim, the cause of action will have already accrued even though NIG does not yet know the amount it will have to pay. That uncertainty is merely a factor to be taken into account in quantifying the loss which was incurred. If as a result of the vetting breaches the policy results in a loss to the insurer, it carried that risk from inception and thus (using hindsight as a valuer is entitled and bound to do) a valuation of the policy on inception would always have reflected that inherent risk. 62. Furthermore, in my judgment, it is correct to treat NIG as incurring loss and therefore as suffering damage for the purposes of the accrual of its causes of action in tort as soon as it issued ATE insurance even if Mr Hollander is correct to say that the measure of damage in this case is on a “no transaction” basis. The measure of loss is then the difference between its financial position having issued the policies and its financial position if it had not issued them. The fact that it had incurred loss is relevant to the first part of that equation. The additional loss was the fact that the liabilities under those policies to policyholders were more burdensome, and the package of rights which they acquired under the policies was less valuable, than they should have been if the vetting breaches had not occurred. This was measurable loss additional to the incurring of purely contingent liabilities under the policies of insurance. The liabilities arose at the date of the issue of the policies and can be valued as at the date of the issue of the policies. The loss did not result from subsequent events, such as fluctuations in the value of property, the event considered in the Nykredit (No 2) [1997] 1 WLR 1627.”

And

Lord Justice Longmore stated at paragraphs 70-73:

And

“71. In cases of negligent advice, the person relying on the advice will usually have entered a transaction of some kind which has turned out to be “flawed” in some way. One might expect that a “flawed” transaction of this kind would be something more than a contingent liability even if the liability, to which that transaction might give rise, depends on some future event. Sometimes the position will be that, if the claimant had been given the right advice, he would have entered a different and better transaction, in which case his damages are the difference between the value of the transaction into which he ought to have entered and the value of the transaction into which he did enter. That is akin to the contractual measure of damages (“loss of the bargain”). Sometimes if he had been given the right advice he would not have entered into a transaction at all, in which case his damages are the difference between the position in which he would have been if he had never made the transaction and the position in which he finds himself at the time of the institution of proceedings. … 73. …The fact that the flawed transaction has been entered into will usually be damage from the claimant's point of view. The fact that the recipient of the advice might have hoped for a better transaction or might have hoped to avoid any transaction makes no difference to the fact that he has entered into a flawed transaction which he would not have done if he had been competently advised. If such a flawed transaction has come into existence that will, in my view, usually be the damage which the recipient of the advice has suffered and that is more than the existence of a mere contingent liability.”
And at paragraphs 82 – 83:
“82. The most that can be said in the present case is that the loss suffered by the claimant insurers is contingent upon the claim, which is (ex hypothesi) likely to fail, actually failing. But that does not make the case a case of a “mere contingent liability” because the claimants have entered into a flawed transaction which they ought not to have entered into. To my mind that is the damage which the claimants have suffered and that occurred at the time of the inception of the policies. It is true that the insurers are not immediately worse off as a result of entering into the ATE policies because they receive the premiums up front and it will be a short time before they are “on balance worse off” to use Lord Hoffmann's phrase in para 20 of the Sephton case [2006] 2 AC 543, but that will be well before the underlying claim has “failed” which is the time argued for by Mr Hollander. 83. …Lloyd LJ (dissenting) says more than once that NIG has been put in a seriously worse commercial position than it ought to have been; indeed that is the whole essence of the claimant's case. In those circumstances it seems to me to be distinctly uncommercial to say that the insurers have suffered no loss and I would be troubled by such a conclusion.”
[94]Mr Khan relied upon the judgment of Her Honour Judge Cooke in Evans-v-Price Waterhouse [2019] EWHC 1505 (Ch). In that case the claim related to allegedly negligent tax advice given by the Defendants as accountants in relation to a “round the world” scheme for a Trust to reduce its capital gains liability on shares. The issue that arose was whether loss was suffered by the Claimants when the scheme was first entered into in 2001 or later in 2014 when HMRC issued a closure notice. The Claimants case was that they had an arguable chance of establishing that until HMRC issued its tax notice they had suffered no loss but had merely been subject to a contingent liability; a risk, as the Law Society had been in Sephton.[95]In that case Judge Cooke stated that there was a useful distinction between “…the "no transaction cases" (where the Claimant would not have entered into a transaction at all but for the advice), the "wrong transaction" cases (self-explanatory), and the "other" cases which did not involve advice leading to a transaction, of which Sephton itself is an obvious example. In the "wrong transaction" cases – like this one – the courts tend to find immediate damage on entry into the transaction, because the claimant has the wrong package. An asset is bought that does not match what was wanted, or the claimant has lost commercial flexibility or changed their legal position.” 102. And stated:
“49. I have to decide whether the Claimants have an arguable case that this was a potential loss, a pure risk, and analogous with Sephton , rather than a case where they entered the wrong transaction, got the wrong deal, changed their position and suffered an immediate loss even though the full extent of that loss was not clear until later. 50. Certainly the comparison with Pegasus (Pegasus Management Holdings SCA-v-Ernst and Young [2010] EWCA Civ 181) is enticing. Pegasus was a case, like this one, where the wrong tax advice was given and the Claimant got the wrong package. And in general in the "wrong transaction" cases damage is suffered when the transaction is entered into. 51. However, I am not convinced that this case is on all fours with those "wrong transaction" cases. In all those cases there was a measurable loss, even if the full extent of the loss was not clear. A pension scheme was not going to deliver what was wanted. A mortgage was unsecured. A company, or an interest in land, was acquired in a form that could not deliver the benefits sought. These are actual losses and are to some extent measurable. There need not be finally quantifiable damages, but there must be actual damage. By contrast, in the present case nothing was acquired; it has not been shown that what happened in 2001 restricted commercial options for the future (although it may be that after full argument at trial it can be shown that that was the case). Shares were sold, cash was released, and all that the Claimants took on was a risk. Tax might or might not be charged, depending upon the agreement of the two revenue authorities. Arguably that is a pure contingency. No suggestion has been made as to how the situation in which the Claimants were placed after December 2001 could be valued. A risk can be valued, but a risk by itself is not damage.”
And “54. Another way of looking at this is to ask if an action could have been brought before 2013. In Pegasus the Claimants could have sued once the acquisition of the healthcare businesses was complete; what they had was not simply a situation, but a package of assets with known characteristics. In the present case it is not at all clear that the Claimants could have brought an action before 2013. True, in 2005 HMRC had opened an enquiry, as the Claimants had been told to expect, but there was no sign of any liability to tax. Up until the CRA's letter of 17 December 2013 the point could have gone either way and the scheme might have worked.”[96]In this case it is my view that actionable damage, arose when the bilateral agreements were entered into and the Claimants loss was not purely contingent at that point. On the Claimants’ case, before they signed the agreements they had shareholdings worth $35.5 million and as soon as they had signed their position was such that they were, to use Lord Hoffman’s phrase, “financially worse off”. Put simply the Claimants’ case is that they gave away too much and it was an overall deal that they should have been advised not to enter into on the terms offered as it was so imbalanced in favour of Carlyle; essentially a wrong transaction (although if an appropriate terms could not be agreed it would have been a no transaction case).[97]In signing the agreements, which given the structure of deal have to be seen as an indivisible whole, the Claimants had (on their own case) agreed to:(a) The taking on of large debts to third parties, the duty to repay not being contingent on anything. It is the Claimants’ case that it was “suicidal” for 3R to take on this debt liability (“the business was putting itself into a position whereby it would have debts it would be unable to pay”) and that that there was no reasonable basis for 3R being liable for the deferred consideration as it was Carlyle who was purchasing the shares of Tiger/Cap Travel (so the liability for paying the purchase price for these shares should have been 100% on Carlyle).(b) The funds invested by Carlyle largely being used to pay off debt.(c) 3R moving from being majority shareholder of Wakanow, to holding Ordinary Shares in its new ultimate holding company, Wazobia.(d) Acceding board authority to Carlyle.(e) The creation of the convertible preference shares which were “toxic” for 3R. As pleaded these shares “operated as a quasi-debt, exposing Wakanow to redemption obligations it was unlikely to meet...” (underlining added). (The letter before action had stated that “Wazobia would be unable to pay”).” And the “material underperformance” definition was “heavily weighted in Carlyle’s favour placing 3R and its executives at a structural disadvantage”(f) Carlyle being entitled to an annual cumulative preferential dividend of 12% p.a. compounding daily, to become an immediately payable debt if it was not paid. In effect, Wazobia was obliged to guarantee a 12% p.a. compounded return on its $40m investment (i.e. just over $5m after one year and around $24.6m after four years).(g) No contractual protection of their employment rights.[98]As stated in the Particulars of Claim the overall transaction structure:
“exposed 3R to substantial liabilities (including repayment of debts) without corresponding certainty of recoverable consideration and safeguards.”
On entering into the agreements the Claimants’ position immediately materially altered as a result of the acceptance of onerous liabilities, including to repay debts to third parties which were not in any way based on a contingency, and also the acceptance of a contingent liability to Carlyle arising from contractual performance commitments. They suffered immediate loss which they would not have suffered if the advice had been non-negligent. As Lord Hoffman stated Law Society-v-Sephton and Lady Arden stated in Axa Insurancethe principle that the incurring of a purely contingent liability is not itself damage does not apply where the claimant acquires a contingent liability as a part of a package of rights under a bilateral transaction and the value of that package has been diminished by the negligence of the defendant.[99]Whilst the valuation of the Claimants’ loss may not have been straightforward such is often the case in professional negligence cases. Uncertainty as to trading performance was merely a factor to be taken into account in quantifying the loss which was incurred at the date the agreements were entered into. This could be assessed in part by a review of past trading and a projection as to future trading.[100]I do not accept Mr Khan’s submission that the Claimants’ position was directly analogous with the situation where, as a result of negligent advice, property was acquired as security and a comparison was necessary into whether there are any adverse consequences from entering into the transaction. Mr Khan relied upon Lord Nicholls statement in Nykredit “The basic comparison gives rise to issues of fact. The moment at which the comparison first reveals a loss will depend on the facts of each case. Such difficulties as there may be are evidential and practical difficulties, not difficulties in principle.” However in this case the damage arose on entering the agreement and there are no issues of fact as to the existence of some damage at this stage, the most obvious point being that the loans were repayable without contingency. Although overall quantification would be affected by subsequent events, as is often the case; this presented evidential and practical difficulties for a claim at that stage and no more.[101]I also do not accept that the facts are comparable to those faced by the Claimants in Law Society-v-Sephton or Evans-v-Price Waterhouse;neither of whichconcerned a bilateral transaction of this nature and involved purely contingent liabilities arising from the potential acts of third parties.[102]Whilst the distinction between actionable loss and loss which is purely contingent may in some cases may be a fine one (and as a result not suitable for summary determination) in my view the correct analysis as set out above is clear and there is no real prospect of successfully arguing to the contrary (the claim is bound to fail on this issue). It is in line with a realistic and commercial approach to an ability to immediately address a position faced and the policy of the law which is to advance, rather than retard, the accrual of a cause of action, a fortiori when there are causes on action in contract and tort and the result would be to prevent a cause of action arising in the latter but not the former. As Longmore LJ stated in Axa Insurance Ltd -v-Akther & Darby, the courts should not favour a much later date of accrual for the co-existing action in tort unless they are compelled to do so.[103]As a result of the analysis above the primary limitation period began to run from November 2018 and a claim is out of time unless the Claimants have a real prospect of relying upon a secondary limitation period of three years from the claimant’s “date of knowledge” in negligence claims involving latent damage which means consideration of the secondary argument in relation section 14A of the Act.

Constructive knowledge; the law

[104]I have already set out the provisions of Section 14A. The relevant knowledge required is defined in s.14A(6) – (8).[105]In Broadley v. Guy Clapham & Co. [1993] 4 Med. L.R. 328 the plaintiff had an operation on her knee in the course of which damage was caused to the nerve passing through the knee to her foot. The question was whether this was enough to satisfy section 14(1)(b) (that the injury was attributable in whole or part to the act or omission which is alleged to constitute negligence; so the same test as section 14A(8)(a)) or whether she only acquired the necessary knowledge two years later when a specialist instructed by her solicitors advised that the operation may have been negligent. The Court of Appeal affirmed the judge's decision that the earlier knowledge was enough. A patient who goes into hospital for an operation on her knee and comes out with something wrong with her foot can reasonably be expected to ask her doctor why this should be so. If she had asked, she would have been told that the operation must have caused damage to the nerve. The Claimant was held to have constructive knowledge. The court rejected the submission that she must have known how the nerve was damaged in sufficient detail to be able to say that it pointed to the doctor being at fault.[106]In Dobbie v. Medway Health Authority [1994] 1 W.L.R. 1234 the plaintiff was admitted to hospital for the removal of a lump in her breast. The surgeon who excised the lump formed the view that it was cancerous and removed the breast. Afterwards on microscopic examination the lump turned out to be benign. She knew shortly after the operation that the breast had been removed before the microscopic examination but was not advised until 17 years later that it may have been negligent to do so. Again the Court of Appeal held that she knew enough at the earlier stage to satisfy section 14(1)(b).[107]In Hallam-Eames v Merrett Syndicates Ltd [2001] Lloyd's Rep PN 178, 677, Lord Hoffman considered Broadleyand Dobbie and stated that:
“If all that was necessary was that a plaintiff should have known that the damage was attributable to an act or omission of the defendant, the statute would have said so. Instead, it speaks of the damage being attributable to the act or omission which is alleged to constitute negligence. In other words, the act or omission of which the plaintiff must have knowledge must be that which is causally relevant for the purposes of an allegation of negligence. There may be many acts, omissions or states which can be said to have a causal connection with a given occurrence, but when we make causal statements in ordinary speech, we select on common sense principles the one which is relevant for our purpose. In a different context it could be said that a Name suffered losses because some Members Agent took him to lunch and persuaded him to join Lloyd's. But this is not causally relevant in the context of an allegation of negligence. It is this idea of causal relevance which various judges of this court have tried to express by saying the plaintiff must know the “essence of the act or omission to which the injury is attributable” (Purchas L.J. in Nash v. Eli Lilly & Co. [1993] 1 W.L.R. 782 at 799) or “the essential thrust of the case” (Sir Thomas Bingham M.R., Dobbie [1994] 1 W.L.R. 1238 ) or that “one should look at the way the plaintiff puts his case, distil what he is complaining about and ask whether he had in broad terms knowledge of the facts on which that complaint is based.” (Hoffmann L.J. in Broadley [1993] 4 Med. L.R. 328 at 332.)”
[108]In Haward v Fawcetts[2006] 1 WLR 682 the Claimant invested money in a company on the advice of the Defendant accountants. The company failed and the Claimant lost his money. Lord Nicholls explained the different aspects of knowledge under section 14A as follows:
“8. Two aspects of these "knowledge" provisions are comparatively straightforward. They concern the degree of certainty required before knowledge can be said to exist, and the degree of detail required before a person can be said to have knowledge of a particular matter. On both these questions courts have had no difficulty in adopting interpretations which give effect to the underlying statutory purpose. 9. Thus, as to the degree of certainty required, Lord Donaldson of Lymington MR gave valuable guidance in Halford v Brookes [1991] 1 WLR 428 , 443. He noted that knowledge does not mean knowing for certain and beyond possibility of contradiction. It means knowing with sufficient confidence to justify embarking on the preliminaries to the issue of a writ, such as submitting a claim to the proposed defendant, taking advice, and collecting evidence: "Suspicion, particularly if it is vague and unsupported, will indeed not be enough, but reasonable belief will normally suffice." In other words, the claimant must know enough for it to be reasonable to begin to investigate further. 10. Questions about the degree of detail required have mostly arisen in the context of the need for a claimant to know "the damage was attributable in whole or in part to the act or omission which is alleged to constitute negligence": section 14A(8)(a) . Consistently with the underlying statutory purpose, Slade LJ observed in Wilkinson v Ancliff (BLT) Ltd [1986] 1 WLR 1352 , 1365, that it is not necessary for the claimant to have knowledge sufficient to enable his legal advisers to draft a fully and comprehensively particularised statement of claim. Where the complaint is that an employee was exposed to dangerous working conditions and his employer failed to take reasonable and proper steps to protect him it may well be sufficient to set time running if the claimant has "broad knowledge" of these matters. In the clinical negligence case of Hendy v Milton Keynes Health Authority [1992] 3 Med LR 114 , 117-118, Blofeld J said a plaintiff may have sufficient knowledge if she appreciates "in general terms" that her problem was capable of being attributed to the operation, even where particular facts of what specifically went wrong or how or where precise error was made is not known to her. In proceedings arising out of the manufacture and sale of the drug Opren Purchas LJ said that what was required was knowledge of the "essence" of the act or omission to which the injury was attributable: Nash v Eli Lilly & Co [1993] 1 WLR 782 , 799. In Spargo v North Essex District Health Authority [1997] PIQR P235 , P242 Brooke LJ referred to "a broad knowledge of the essence" of the relevant acts or omissions. To the same effect Hoffmann LJ said section 14(1)(b) requires that "one should look at the way the plaintiff puts his case, distil what he is complaining about and ask whether he had, in broad terms, knowledge of the facts on which that complaint is based": Broadley v Guy Clapham & Co [1994] 4 All ER 439 , 448. 11. A similar approach is applicable to the expression "attributable" in section 14A(8)(a) . The statutory provisions do not require merely knowledge of the acts or omissions alleged to constitute negligence. They require knowledge that the damage was "attributable" in whole or in part to those acts or omissions. Consistently with the underlying statutory purpose, "attributable" has been interpreted by the courts to mean a real possibility, and not a fanciful one, a possible cause of the damage as opposed to a probable one: see Nash v Eli Lilly & Co [1993] 1 WLR 782 , 797-798. Thus, paraphrasing, time does not begin to run against a claimant until he knows there is a real possibility his damage was caused by the act or omission in question. Irrelevance of knowledge that the act or omission involved negligence 12. Difficulties may sometimes arise over the interaction of these "knowledge" provisions and the statutory provision rendering "irrelevant" knowledge that, as a matter of law, an act or omission did, or did not, amount to negligence: section 14A(9) . By the latter provision Parliament has drawn a distinction between facts said to constitute negligence and the legal consequence of those facts. Knowledge of the former (the facts) is needed before time begins to run, knowledge of the latter (the legal consequence of the facts) is irrelevant. As Sir Thomas Bingham MR said in the clinical negligence case of Dobbie v Medway Health Authority [1994] 1 WLR 1234 , 1242, knowledge of fault or negligence is not necessary to set time running. A claimant need not know he has a worthwhile cause of action. 13. A linguistic point, which can give rise to confusion, should be noted here. Sometimes the essence of a claimant's case may lie in an alleged act or omission by the defendant which cannot easily be described, at least in general terms, without recourse to language suggestive of fault: for instance, that "something had gone wrong" in the conduct of the claimant's medical operation, or that the accountant's advice was "flawed". Use of such language does not mean the facts thus compendiously described have necessarily stepped outside the scope of section 14A(8)(a) . In this context there can be no objection to the use of language of this character so long as this does not lead to any blurring of the boundary between the essential and the irrelevant. 14. This point is exemplified in Dobbie's case. The judge held the claimant had "broad knowledge of sufficient facts to describe compendiously [i] that her breast had been unnecessarily removed, [ii] that something had gone wrong, and [iii] that this was due to the defendant's negligence": see at p 1243. In the Court of Appeal this part of the judge's reasoning was criticised. These matters, it was said, were irrelevant. In my respectful view the Court of Appeal's criticism was well directed so far as it related to the third of these three matters, but not so far as it related to the other two. The essence of the claimant's case was that she had suffered injury by the removal of a healthy breast, that is, her breast had been removed unnecessarily and something had gone wrong. These were the acts and omissions she alleged constituted negligence. Under the statute time did not begin to run until she knew of these acts or omissions. Until she was aware of these matters she could not know her injury was attributable to them. I agree with the observations to this effect made by the Court of Appeal in Hallam-Eames v Merrett Syndicates Ltd [2001] Lloyd's Rep PN 178 , 181.”

Irrelevance of knowledge that the act or omission involved negligence

[109]In Witcomb v J Keith Park Solicitors [2021] EWHC 2038 (QB), [2021]PNLR 24, Bourne J said “…I conclude that where the essence of the allegation of negligence is the giving of wrong advice, time will not start to run under s.14A of the 1980 Act until a claimant has some reason to consider that the advice may have been wrong.” This comment was stated by the Court of Appeal to have been "plainly correct": see Witcomb v Keith Park Solicitors [2023]EWCACiv 326, [2023] PNLR 20, at paragraph 55.[110]In Kay v Martineau Johnson[2026] EWCA Civ 224 the Court was concerned with advice in relation to a clean break settlement within divorce proceedings. The Claimant became concerned that her husband had not properly disclosed his financial position. The Defendant solicitors advised that there was no basis for re-opening the settlement.[111]After reviewing the authorities concerning section 14A(10), Newey LJ concluded that it was necessary to take a “mainly objective” approach where the characteristics peculiar to the claimant were generally irrelevant. He stated:
“24. Returning to the degree of certainty required for "knowledge", the relatively low threshold will have reduced the significance of section 14A(10) of the 1980 Act . The fact that knowledge which a claimant "might reasonably have been expected to acquire" is to be taken into account under subsection (10) must matter less once it has been established that "knowledge" for the purposes of subsections (6)-(8) demands no more than "knowing with sufficient confidence to justify embarking on the preliminaries to the issue of a writ" or "know[ing] enough for it to be reasonable to begin to investigate further". Even so, it is evident from the structure of section 14A that "actual" knowledge under subsections (6)-(8) involves more than "constructive" knowledge under subsection (10). ”
[112]Newey LJ endorsed the Court of Appeal’s decision in Forbes v Wandsworth Health Authority [1997] QB 402, at 412413, a clinical negligence case that was held statue barred arising from a leg amputation that, ten years later, the plaintiff was advised could be attributed to failure to perform a bypass operation earlier. Applying s.14 of the Act, it was held that the claimant did not have actual knowledge but did have constructive knowledge (s.14(3) of the Act): Stuart -Smith LJ stated:
“...it may be perfectly reasonable for a person who is not cured when he hoped to be to say, ‘Oh well, it is just one of those things. I expect the doctors did their best.’ Alternatively, the explanation for the lack of success may be due to want of care on the part of those in whose charge he was, in which case it would be perfectly reasonable to take a second opinion. And I do not think that the person who adopts the first alternative can necessarily be said to be acting unreasonably. But he is in effect making a choice, either consciously by deciding to do nothing, or unconsciously by in fact doing nothing. Can a person who has effectively made this choice, many years later, and without any alteration of circumstances, change his mind and then seek advice which reveals that all along he had a claim? I think not. It seems to me that where, as here, the deceased expected, or at least hoped, that the operation would be successful and it manifestly was not, with the result that he sustained a major injury, a reasonable man of moderate intelligence, such as the deceased, if he thought about the matter, would say that the lack of success was ‘either just one of those things, a risk of the operation, or something may have gone wrong and there may have been a want of care; I do not know which, but if I am ever to make a claim, I must find out. In my judgment, any other construction would make the Act unworkable since a plaintiff could delay indefinitely before seeking expert advice and say, as the deceased did in this case, ‘I had no occasion to seek it earlier.’ He would therefore be able, as of right, to bring the action, no matter how many years had elapsed. This is contrary to the whole purpose of the Act which is to prevent defendants being vexed by stale claims which it is no longer possible to contest.”
[113]Males LJ considered the Claimant’s case on constructive knowledge on the “proviso” within sub-section 10 that “.. a person shall not be taken by virtue of this subsection to have knowledge of a fact ascertainable only with the help of expert advice so long as he has taken all reasonable steps to obtain (and, where appropriate, to act on) that advice.”). It was argued that by asking the solicitors whether a claim could be brought against her ex-husband despite the clean break nature of the settlement, and accepting the advice that nothing could be done, Ms Kay had taken all reasonable steps to obtain and to act on expert advice. Males LJ stated: “84. …In the present case Mr James Hall accepted on behalf of Ms Kay that, if it were not for the proviso, Ms Kay would have the constructive knowledge described in this subsection, the test here being objective ('knowledge which [s]he might reasonably have been expected to acquire'). That acceptance was amply justified in view of the Judge's findings that 'It must by [June 2009] have been obvious to Ms Kay that, on her case in these proceedings, something must have gone wrong in the advancement of her ancillary relief claim' (para 144); that by June 2009 'Ms Kay knew enough to cause her to investigate the possibility that the lack of recourse to Mr Mahan may have been attributable to fault on the part of the Firm' (para 145); and that 'she would or should have asked herself: "How is it that, with the supposed benefit of legal advice, I have found myself in this position?"” (para 145)

Evidence and Submissions

[114]I have already set out some extracts from the statement of Mr Ekezie when framing the issues in the application.[115]Mr Ekezie explained that the Claimants relied on the Defendant as an international law firm holding itself out as possessing specialist expertise in complex transactional matters and that:
“20. My understanding is that the Defendant’s role was to: a) Advise on the terms of the Investment Agreement, Sale and Purchase Agreement (“SPA”), and associated Transaction documents; b) Identify structural, financial, and legal risks to 3R and its executives; c) Advise on mechanisms that could materially dilute equity or alter control; d) Warn of potential adverse consequences arising from aggressive or asymmetrical drafting proposed by Carlyle or its advisers. 21. The Defendant was specifically instructed that its advice must protect the interests of the First Claimant and the other executives of 3R, including the Second and Third Claimants, and to highlight structural disadvantages inherent in the Transaction.”
[116]In short to advise how to avoid the very disaster that eventually came to pass.[117]As regards his knowledge at the time of signing the agreements Mr Ekezie stated:
“30. I understood the provisions to represent negotiated commercial risk within an ordinary private equity transaction, not a structurally embedded enforcement mechanism capable of operating in the manner that later occurred. 31. I did not know, and could not reasonably have known, that the structure itself created a mechanism for the loss that subsequently materialised or that any such loss might be attributable to negligent advice or non-disclosure by the Defendant.”
And “42. At the time of completion, I did not understand the transaction to contain any embedded mechanism that could result in the effective elimination of our equity in the manner that later occurred. 43. I did not understand that the preference share, and conversion provisions, could operate in the way they ultimately did. 44. Nor was I advised that the structure created a scenario in which accounting changes or board-controlled determinations could trigger catastrophic dilution.” And “50. At the time the Investment Agreement was entered into, my understanding was that the “material underperformance” clause was intended to provide a reasonable commercial safeguard to Carlyle in the event that the business significantly failed to meet its agreed targets. I did not understand it to be a mechanism that could, in practice, result in the loss of management control and the effective elimination of our equity position.”[118]Turning to his dismissal in 2019 and the service of the conversion notice it 2020, Mr Ekezie stated:
“66. Given the lack of advice received on the above, I have to confess we knew very little about what the conversion notice meant. At that time, I knew that a conversion had been invoked and that the commercial relationship had broken down. However, at that stage I had no idea of how it worked. I had no reason to believe that any loss arose out of the Defendant’s failures as claimed. Nor did I suspect that this was due to the transaction structure which the Defendant had assured us was “fine”.”
And “68. I did not appreciate that the transaction documentation contained provisions whose operation had not been properly explained to me and which materially exposed us to this risk. 69. Nor did I understand that any loss was attributable to breaches of duty or misrepresentations by the Defendant until the Clifford Chance Letter of 18 September 2022.”[119]So it is Mr Ekezie’s case that whilst he had retained specialist solicitors to advise upon on the financial and structural risks to the Claimants and upon any mechanism that could dilute equity or alter control, including as a result of “aggressive or asymmetrical drafting” and although in 2020 he was left with, effectively no shareholding and very significant debts he never questioned what had gone wrong and/or the adequacy of the specialist advice given. The statement does not descend into any detail as to how Mr Ekezie and Mr Tamuno considered the disastrous state of affairs had come to pass given that they had specifically sought to avoid it through engaging the Defendant save for stating; “85. Although we were aware that our commercial position had deteriorated, we understood that to be the result of external commercial developments and performance factors.” Mr Ekezie does not set out what these “developments” and “factors” were/could have been and very importantly why they could not have been foreseen by someone retained to advise about future risks. He does not point to any unusual trading factor.[120]The statement skips time from the service of the notice to 12th September 2022 when:
“70. On 12 September 2022, represented by Nigerian solicitors, we participated in a conference call with Clifford Chance, acting for Carlyle. This was the first time we began directly querying: (a) The operation of the transaction documents; (b) The relationship between advisers; (c) Certain financial payments. 71. Those enquiries were prompted by my Nigerian lawyers who on 12 September 2022 suspected that such matters may exist.”
[121]Mr Ekezie’s statement does not cover what prompted him to engage his Nigerian Lawyers, what they were asked to advise about/investigate and, importantly in the context of a limitation argument; when. It is to be borne in mind that in respect of section 14A the burden is on the Claimants. Litigation privilege is claimed in respect of the letter dated 6th June 2022 from the Nigerian advisors to Clifford Chance.[122]Mr Ekezie continues:
“72. By letter dated 18 September 2022, Clifford Chance responded. 73. That letter caused me to realise for the first time with the assistance of Nigerian lawyers that: (a) The transaction documentation was being relied upon as determinative of the outcome; (b) The mechanics of conversion were embedded in the structure itself; (c) Any concerns about advisory relationships should be taken up with the Defendant. 74. Until that stage, I had not reviewed the documentation in detail with a view to assessing or knowing that we had any potential claims against the Defendant.”
[123]Mr Harris described the statement as producing an evidential lacuna between January 2020 and 12th September 2022.[124]Mr Harris’ submissions on constructive knowledge can be distilled to the following propositions; a) Given the expiry of the primary limitation period the burden in relation to establishing a date within three years of issue is on the Claimant. b) As at January 2020 the Claimants knew that the agreements had proved disastrous. The Second and Third Claimant had already lost their employment on 23 October 2019 and the noticed served on 10th January 2020 explained that the requirement was triggered to transfer the shareholding for a nominal value leaving the Claimants only with debt. c) The causal connection between the advice given in relation the agreements entered into and the “disastrous” state of affairs (causing very large losses) was patent and obvious. d) The essence of the Claimants case is that the Defendant gave flawed advice such that they were not protected from the disaster that befell them; indeed the agreements paved the way to disaster. That is the act or omission that is the essential thrust of the case. Time started to run once the Claimants knew enough for it to be reasonable for them to embark on preliminary investigations that the Defendant “did not do its job properly” (per Lord Nicholls in Haward-v-Fawcett). The Claimants did not need to know that the act or omission was arguably tortious. e) There is nothing additional suggested (in addition to what was known in 2020) which is said to have put the Claimants, who were businessmen, on enquiry until September 2022 when they say that started investigating the deals (notwithstanding the fact that a letter was sent in June 2022 to Clifford Chance). f) In conclusion, on any realistic assessment, by 10 January 2020 nothing factual pertaining to the essential thrust of the present claim was latent; all was patent. Realistically, the only important matter that the Claimants did not actually know was that, as now alleged, Orrick was negligent and that they had a claim against it (which are not relevant factors). g) The fact that the Claimants chose not to seek advice regarding a possible claim against Orrick at that point does not assist them. Especially as a commercial party, 3R ought reasonably to have acquired the knowledge it says it only had by 18 September 2022 very shortly after January 2020, well over two years earlier. As to Mr Ekezie and Mr Tamuno, they ought to have acquired such knowledge even earlier. Accordingly, the Claimants are to be treated as having had knowledge sufficient to start time running under s.14A by shortly after 10 January 2020, meaning that limitation expired shortly after 10 January 2023 at the latest, long before the Standstill Agreement on 31 October 2024.[125]Mr Khan submitted that prior to 18th September 2022, the Claimants had understood that their losses had arisen as a result of Carlyle’s commercial conduct rather than from any defect in the legal advice provided by the Defendant. The Claimants, therefore, lacked the knowledge required by s.14A until the latest 18 September 2022, or the earliest 12 September 2022.[126]He asserted that litigation privilege was claimed as a claim was being investigated against a Third Party.[127]Mr Khan also submitted thatconstructive knowledge was an issue of fact which required evidence to be tested. The Claimants’ evidence is that they did not understand the effect of the conversion notice or the formula governing conversion, particularly in light of the advice that had been given. Whether a reasonably diligent claimant would have appreciated at that stage that the damage might be attributable to negligent advice is plainly a fact-sensitive question.

Analysis

[128]As I have already set out the Court has power to grant summary judgment if it is satisfied that a party does not have a real, and only fanciful, prospect of succeeding on the claim advanced.[129]Whilst the Court must not conduct a mini trial, it is entirely proper for short/circumscribed points of law to be determined under CPR 24 if the Court is satisfied that it has all the relevant evidence necessary for the proper determination of the issue. Here determination of constructive knowledge requires what Newey LJ described as a mainly objective approach.[130]I note that in Equitable Life Assurance v Earnest Young (a firm) [2004] P.N.L.R. 16 Brooke LJ stated at paragraph 38 “38.. In Three Rivers District Council v Bank of England (No 3) [2001] UKHL 16; [2001] 2 All ER 513 the House of Lords gave useful guidance to courts in their task of deciding whether to grant summary judgment in favour of a defendant in a claim as complex as this. It endorsed the authority of the earlier judgments in this court in Wenlock v Moloney [1965] 1 WLR 1238 and Swain v Hillman [2001] 1 All ER 91 . Important guidance is contained in the speech of Lord Hope of Craighead at paras 91–96 and 103, supported by Lord Hutton, particularly at paras 111 and 147, and by Lord Steyn's agreement. The following general principles can be derived from those speeches and the prior authorities. The overriding concern is the interests of justice. So far as facts are concerned, the simpler the case is the easier it is likely for a court to be able to take a view that the basis of a claim is fanciful or contradicted by all the documentary material on which it is founded. More complex cases are unlikely to be capable of being resolved in that way. There is a danger of injustice in seeking to try such cases summarily on the documents and thus without disclosure and oral evidence tested by cross-examination. It should not be done unless the court can be confident that all the relevant facts had already been satisfactorily investigated. The power of summary disposal is not intended for cases where there are issues which need to be investigated at trial.”[131]I also note that there was a preliminary hearing (on the evidence) with evidence on the issue of limitation (as opposed to summary Judgment) in Haward-v-Fawcetts and Kay-v-Matineau.[132]The Defendant’s submissions in this case do not rely on, or require, any challenge to the facts as asserted in the Claimants’ witness statements (save as a fallback/secondary argument on issues as regards the payment of $2.9M and conflict in respect of which the Claimants’ evidence is demonstrably wrong/fanciful). The critical issue is constructive knowledge not actual knowledge.[133]Whilst a Court must be cautious to avoid injustice through summary determination it must also bear in mind the burden on an opposing party of having to continue to defend/or progress a claim when the opposing case is, when properly scrutinized; unrealistic. In a case where a party has had the opportunity to set out its evidence (or what can reasonably be expected to be its evidence) and there is no real challenge as to the facts asserted in that evidence, and provided the relevant legal principles are well settled, the Court should not be readily diverted by generic assertions that the issue requires to be fully ventilated a trial/preliminary hearing. An obvious question is why will the Court at such a hearing be in any better position than the Court when hearing the summary judgment application?[134]Some of the “factual issues” raised by the Claimants’ evidence cannot assist the Claimants on the clearly defined issue of constructive knowledge. Specifically;(a) The assertion that the Claimants understood that their losses had arisen (in whole or part) as a result of “Carlyle’s commercial conduct” misses the obvious point that they had retained an international law firm holding itself out as possessing specialist expertise in this type of transaction and that, as Mr Ekezie stated was his understanding, it was part of the Defendant’s role to identify “structural, financial and legal risks” and “mechanisms that could materially dilute their equity” arising from the proposed transactions. The risks and mechanisms could only arise from Carlyle’s “commercial conduct” as permitted under the agreements. There is no suggestion that Carlyle breached the agreement (or that Mr Ekezie believed that they had) which the Defendant itself had constructed together with Clifford Chance. In any event given the financial disaster that had occurred any reasonable person in the Claimants position who believed that what occurred had possibly resulted from a breach of contract by Carlyle would have taken steps to investigate the issue and that would have resulted in advice as to the alleged deficiencies in the Defendant’s advice. Mr Harris’s point is that the Claimants took no timely steps at all to investigate the reasons for what had happened for over two and a half years after the notice was served.(b) The evidence that the Claimants did not understand exactly how the conversion notice worked (or its formula) not only does not assist them on the issue of constructive knowledge; it is a point which, properly analysed, supports the argument in favour of constructive knowledge. The Claimants were no doubt painfully well aware of the effect of the notice; that they had to transfer over their entire shareholding at a nominal value leaving them, effectively, with nothing but debt. Any reasonable person in the Claimants position (a position which was that they had lost a huge sum of money) who did not understand how this had occurred would have taken steps to investigate it; such steps would have led to advice as to the Defendant’s advice as to the wisdom of agreeing to it.(c) Mr Ekezie has referred to investigation of a conflict created by a relationship between Defendant and Platform and the payment of $2.9m. Neither of these matters can sensibly be said to form part of “the essential thrust” of the claim against Orrick and therefore any delay in discovering them cannot affect the limitation analysis. In any event, the suggestion that the Claimants were unaware of the $2.9m payment until 18 September 2022 is, as Mr Harris submits, plainly wrong as the documents show that they knew of and authorised the payment. Likewise, as I have already set out, they knew of the Defendants relevant prior involvement/relationship with Platform.[135]I would also observe as regards reliance upon of legal professional privilege as regards aspects of what happened in September 2022 that this is a matter for the Claimants bearing in mind that they bear the burden on the issue, and, whilst it is said that the investigation was in relation to a potential claim against a third party, it would be wrong for the Court to speculate as to the detail of facts and matters covered to the advantage of the Claimants when considering if there is a realistic argument that can be maintained.[136]In my judgment there is an evidential lacuna covering not just what happened between January 2020 and September 2022 (and what prompted the Claimants to instruct Nigerian Lawyers i.e. what, if anything, changed as regards knowledge), but extending to the failure to cover trading in the period after the agreements were reached and before the dismissals/service of the notice. Specifically, there is no suggestion in the evidence that anything unusual or unforeseen happened as regards the trading of the company between November 2018 and January 2020, and that the financially disastrous position they faced, was something that a reasonable person may have thought “that is just the way that things have worked out”, and, as a result, not considered why the damage was incurred notwithstanding the retaining of a specialist advisor whose very job it was to avoid such damage. Mr Harris took some time to show that trading performance and especially EBTIDA, had not suddenly and unexpectedly/unforeseeably deteriorated. By January 2020 at the latest (taking into account the dismissals which had taken place) clearly something had gone very badly wrong. Mr Ekezie has not pointed to anything which, taking the view of a reasonable person, might have thrown focus away from the Defendant. He has also not pointed out any event/additional knowledge which caused the scales to fall from his eyes and/or caused him to instruct Nigerian Lawyers. Objectively the inaction after January 2020 is baffling.[137]In my view, as at January 2020 the Claimants were, as Mr Harris submitted, in the commercial equivalent of the unfortunate patient in Forbes v Wandsworth Health Authority. To paraphrase Stuart-Smith LJ in that case, the Claimants had “expected, or at least hoped, that the [Transaction] would be successful and it manifestly was not, with the result that [they had] sustained a major [loss], a reasonable man of moderate intelligence, such as the [Claimants], if he thought about the matter, would say that the lack of success was ‘either just one of those things, a risk of the [Transaction], or something may have gone wrong and there may have been a want of care; I do not know which, but if I am ever to make a claim, I must find out.’[138]This was a complex business deal involving large amounts of money. The Claimants retained specialist advisors to ensure that the agreement reached was to their benefit and did not unduly favour the investor. The Defendant was not only an advisor but helped draft the agreements. Without anything extraordinary/unforeseeable having happened in terms of trading (nothing having been raised in evidence) the outcome was, within a relatively short timeframe; truly disastrous for the Claimants leaving them facing a huge financial hit; the loss of a $35 million shareholding and being saddled with debt. In my view it is unarguably the case that a reasonable man of moderate intelligence, a fortiori a businessman who had a successful and viable company would have thought; how can this have happened? Such a reasonable man would have investigated what went wrong and why the very opposite of what a professional advisor was retained to avoid had occurred. As soon as the Second and Third Claimant were dismissed they knew enough for a reasonable person placed in their situation to have taken steps to investigate why things had gone very badly awry i.e. to justify setting about taking advice to investigate the possibility that the Defendant’s advice was wrong and that it had helped draft an agreement which led the Claimants to ruin; in simple terms that the Defendant had not done its job properly (this being the essence of the claim as eventually made). However the position is certainly unarguable as regard what could be reasonably be expected once the conversion notice was served and the Claimants had effectively lost their entire shareholding leaving them only with huge debts. The failure to do anything was truly extraordinary.[139]In my view, somewhat unusually given the nature of the issue, the matter is clear cut and the Claimants’ reliance on section 14A is unrealistic. In part this is because of the objective nature of the assessment. I cannot conceive of how further progress of the claim would alter this conclusion and the argument should receive its quietus.[140]Although it does not impact on the merits of what has been argued on behalf of the Claimants, the reality is that reliance on fallback arguments has only arisen because of a failure to progress a claim in what was previously acknowledged to be the limitation period. It was never previously suggested that a lack of actionable damage and/or section 14 would provide a later date for the start of time running; quite the contrary as it was thought necessary to enter into a standstill agreement.[141]Finally I should record that whilst Mr Harris concentrated on constructive knowledge for the purpose of his submissions on this application. He made no concessions as regards actual knowledge.

Conclusion

[142]For the reasons set out above, I would grant summary judgment as there is no realistic prospect of the Claimants arguing that their claims are not statute barred. Accordingly the claim is dismissed.