Service Charges: No Double Recovery

April 5th, 2017 by James Goudie KC in Housing

In Sheffield City Council v Oliver (2007) EWCA Civ 225 the local authority was unsuccessful in its appeal from an Upper Tribunal (Lands Chamber) decision concerning the funding of major refurbishment works to several blocks of flats of which it is the freeholder.  Most of the flats were let as social housing.  Some, including the respondent’s, were let on long leases. A service charge provision required the respondent to pay a reasonable part of the costs incurred by the local authority in repairing and improving the structure and exterior of her block. The cost of the refurbishment project was more than £11 million.  The local authority had received government funding of almost £3 million from a community energy programme.  However, only part of the estate, which included the block in which the respondent’s flat was situated, fell within the qualifying area. The local authority claimed some £4,400 of community funding for work done specifically to her property. However it decided to recoup the costs of the works from her through the service charge without deducting the sum received in funding.  It considered that the funding should be treated as a contribution to the project as a whole and allocated equally among all long leaseholders, not just among those who were strictly eligible.  The Upper Tribunal held that the service charge provision in the respondent’s lease did not permit that course; that each leaseholder had only to contribute to the cost of works on his own block, not to the estate as a whole, and that the respondent should be credited with the amount of funding attributable to her property. It concluded that the cost of the government-funded work had not been “incurred” by the local authority within the meaning of the lease.  The issue was whether, on a proper construction of the lease, the local authority had to give credit for the third-party funding. Read more »

 

Planning Conditions

April 4th, 2017 by James Goudie KC in Planning and Environmental

In Dunnett Investments Ltd v SoS for CLG and East Dorset Council (2017) EWCA Civ 192 a site had planning permission for new industrial and office premises, but subject to strict conditions, and was used as a business centre. The Claimant sought to develop the site for dwelling houses.

The planning permission was subject to a condition that the site could be used for “no other purpose whatsoever, without express planning consent from the Local Planning Authority first being obtained”. The issue was as to the lawfulness of this condition. In particular the question arose whether it was sufficiently clear. The Judge and the Court of Appeal held that it was sufficiently clear and was lawful.

The Court of Appeal held that the condition clearly excluded the operation of the General Permitted Development Order, as amended (“the GPDO”). It stated (paragraph 37) that the starting point for consideration of the correct approach to the interpretation of planning conditions was that, as long as appropriate caution was exercised, there was no bar to implying words into conditions, in a planning context as much as any other.  In interpreting a planning condition which was said to exclude the operation of the GPDO, the following themes could be discerned from the authorities: (a) a planning condition could exclude the application of the GPDO; (b) exclusion might be express or implied, however, a grant for a particular use could not in itself amount to an exclusion; (c) to exclude the application of the GPDO, the words used in the relevant condition, taken in their full context, must clearly evince an intention on the part of the local planning authority to make such an exclusion.

 

HMOs

April 4th, 2017 by James Goudie KC in Housing

In Nottingham City Council v Parr (2017) EWCA Civ 188 the Court of Appeal held that it was not unlawful to impose a licence condition restricting the occupation of a house in multiple occupation to full-time students. Although the licensing regime concerned the physical characteristics of the relevant property, the personal characteristics and activities of potential occupiers will often be relevant and require investigation in contexts connected both with HMOs and with housing standards generally.

 

Standing Orders

March 28th, 2017 by James Goudie KC in Decision making and Contracts

The Local Authorities (Standing Orders) (Wales) (Amendment) Regulations 2017, S.I. 2017/460 (W.98) amend the Local Authorities (Standing Orders) (Wales) Regulations 2006 (S.I. 2006/1275) (W. 121) to make provision about membership and the quorum for meetings of relevant authorities. “Relevant authorities” for the purpose of new Regulation 4A (1) of the 2006 Regulations, inserted by Regulation 3(3) include, in addition to county and county borough councils, joint planning boards and National Park authorities.

The Amendment Regulations apply to committees and sub-committees of relevant authorities by which a relevant function is discharged. A “relevant function” is a function exercisable in relation to an application under the Town and Country Planning Act 1990.

Regulation 2(3) of the 2017 Regulations inserts new Regulation 4A and new Schedule 2A in the 2006 Regulations, to require a relevant authority to include in their Standing Orders a requirement that the quorum for their meetings must include at least half of the committee’s members.

Standing orders must also restrict the appointment of substitute members to committees.

 

Secure Tenancy

March 28th, 2017 by James Goudie KC in Housing

In Turley v Wandsworth LBC [2017] EWCA Civ 189 the Court of Appeal held that a condition in the Housing Act 1985 s.87(b) which required, up until 1 April 2012, that the long-term partner of a secure tenant had to have resided with the secure tenant throughout the 12-month period prior to the secure tenant’s death in order to succeed them, was not manifestly without reasonable foundation.  Even if the situations of common law spouses and married or civil partnership spouses were analogous for the purpose of ECHR art. 14, the difference in treatment between them was justified and proportionate.

As regards justification, local authority secure tenancies are a valuable and limited resource. Although it has long been policy to grant a limited right of succession to family members for whom the property had also been their home, regard has also to be had to the interests of those on the waiting list and of local authorities in making best use of housing stock. It had therefore been policy to require a degree of permanence in the relevant relationship. That requirement was inherently satisfied in the case of spouses who had entered into a legal marriage or civil partnership. However, there was no such formal commitment in the case of a common law spouse or other family member of the kind defined in s.113. As part of that balance of interests, it was legitimate to seek to limit rights of succession to family members whose relationship was of a permanent character. It was also legitimate, subject to the issue of proportionality, to treat that requirement as sufficiently satisfied in the case of legal spouses, but not by other relationships which did not involve the same formal commitment. Read more »

 

Costs Funding

March 23rd, 2017 by James Goudie KC in Human Rights and Public Sector Equality Duty

In HB v A Local Authority and The Local Government Association (2017) EWHC 524 (Fam) MacDonald J rejected an argument that the High Court had by reference to ECHR Articles 6 and/or 8 to order a local authority to fund the legal costs of a person denied legal aid on means test grounds without breach of the ECHR and lawfully.  The argument constituted an impermissible attempt to circumvent the jurisdiction of the Administrative Court operating by reference to judicial review principles.  Nor did the inherent jurisdiction of the High Court with respect to children give it the power to require a local authority to incur expenditure to fund the legal representation of a litigant who had been lawfully refused legal aid in accordance with the statutory legal aid scheme put in place by Parliament. Authority for public expenditure required clear statutory authority.  This had to be in clear, express and unambiguous language.  Within that context, a general power or duty could not be used to circumvent a clear statutory code. The examples of cost funding jurisdictions relied on as indicating that the Court could properly find a power under the inherent jurisdiction to make a costs funding order against the local authority each had as their foundation a clear and unambiguous statutory power to award funds for a specific purpose.  There was no suggestion in the statutory code that Parliament intended the civil Courts to be able to make orders providing the funding for advice and representation outside the terms of the statutory scheme.  In circumstances where the Legal Aid Agency had taken a lawful decision by reference to a lawful and comprehensive statutory scheme to refuse legal aid, an order under the inherent jurisdiction for public funding from an alternate public authority for the same purpose would plainly constitute an attempt to sidestep a clear statutory code using a general power.

 

Secure Tenancy

March 23rd, 2017 by James Goudie KC in Housing

 

The substantial issue on the appeal in Dove v Havering LBC [2017] EWCA Civ 156 related to whether the “tenant condition”, pursuant to Section 81 of the Housing Act 1985, was satisfied, in order for the tenancy to be a secure tenancy. The tenancy in this case was a joint tenancy. The first limb of the condition was satisfied because both tenants were individuals. The issue was whether at least one of them occupied the dwelling-house as her only or principal home at the time when the notice to quit would otherwise have taken effect.  Lewison LJ said:-

“17.    There is now a considerable body of learning on what amounts to occupation of a dwelling as an only or principal home. There are two parts to the question: (a) does the person in question occupy the dwelling as a home and (b) if so, does he or she occupy it as his or her only or principal home? Read more »

 

Introductory Tenancy

March 23rd, 2017 by James Goudie KC in Housing

The purpose of introductory tenancies is to provide what the Housing Act 1996 refers to as a trial period in which the landlord may determine the tenancy without having to establish the grounds for possession required in the case of a secure tenancy. This gives a social landlord an opportunity to form a view about the suitability of the tenant against a background of historic anti-social behaviour without becoming subject to the restrictions imposed in respect of a secure tenancy. The trial period is normally one year but can be extended for a further six months: see ss.125 and 125A.

Although the statutory grounds for possession do not have to be satisfied, the tenant is given a measure of protection by s.128 of the Act which provides that:

“(1) The court shall not entertain proceedings for the possession of a dwelling-house let under an introductory tenancy unless the landlord has served on the tenant a notice of proceedings complying with this section. Read more »

 

Pension Ombudsman

March 23rd, 2017 by James Goudie KC in Non Judicial Control

Section 146 of the Pension Schemes Act 1993 sets out the functions of the Pensions Ombudsman (“the PO”). The PO may investigate and determine various specified matters.  These include a complaint made to him by an actual or potential beneficiary of an occupational pension scheme who alleges that he or she has sustained injustice in consequence of “maladministration”.  There is no statutory definition of “maladministration”.  It is well established that it is a “broad concept”, which goes further than a violation of legal rights.  There can be “maladministration” even if a person’s legal rights are not infringed.  In Baugniet v Teachers’ Pensions [2017] EWHC 501 (Ch) the High Court repeated with respect to the powers of the PO that:-

(1)       The PO must decide disputes in accordance with established legal principles rather than by reference to what he himself considers to be fair and reasonable;

(2)       In general, the PO does not have the power to make an order that the Court could not make, although the PO is not tied to the precise form of relief a court would grant;

(3)       Injustice resulting from maladministration not involving infringement of legal rights may be afforded a remedy, such as an apology and/or modest compensation for distress or inconvenience;

(4)       Absent very exceptional circumstances, an award for maladministration not involving infringement of legal rights should not exceed £1,600.

 

 

Habitats

March 21st, 2017 by James Goudie KC in Planning and Environmental

Ashdown Forest is a Special Area of Conservation (“a SAC”). This designation, in 2005, was pursuant to the Habitats Directive (“the Directive”). The designation was given for a number of reasons, including the SAC’s extensive areas of lowland heath, which is vulnerable to nitrogen dioxide pollution from motor vehicles. The SAC covers 2,729 hectares and lies wholly within the area of Wealden District Council. This is the local planning authority for Wealden District, save for that part of it (to the south) which falls within the South Downs National Park.

In Wealden District Council v SoS for CLG and others [2017] EWHC 351 (Admin) there was a challenge to quash part of the Lewes District Plan known as the Joint Core Strategy 2010-2030 (“the JCS”). The JCS was jointly prepared under the Planning and Compulsory Purchase Act 2004 by Lewes District Council and the South Downs National Park Authority as local planning authorities.  The JSC forms part of the statutory development plan for the district of Lewes, including the extent of the National Park which falls within it. Read more »