{"id":2854,"date":"2026-08-24T02:01:20","date_gmt":"2026-08-24T02:01:20","guid":{"rendered":"https:\/\/taxinvestigation.co\/new\/?p=2854"},"modified":"2026-08-24T02:01:23","modified_gmt":"2026-08-24T02:01:23","slug":"write-it-down-by-ruby-keeler-williams","status":"publish","type":"post","link":"https:\/\/taxinvestigation.co\/new\/write-it-down-by-ruby-keeler-williams\/","title":{"rendered":"Write it Down by Ruby Keeler-Williams"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><em>Ruby Keeler-Williams explains why contemporaneous notes are your best defence should a professional dispute arise<\/em>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In the current climate of professional negligence claims, the phrase \u2018if it isn\u2019t written down, it didn\u2019t happen\u2019 has never been a better mantra to live by.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Whether you are an accountant or tax advisor advising on complex planning, a solicitor giving verbal advice during a negotiation or a trustee managing an asset on behalf of beneficiaries, the ability to evidence your actions and the rationale behind them could be the key difference between resolving a potential dispute and a costly judgment.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Contemporaneous notes (which are a written record made at the time of an event) can be extremely persuasive evidence if you are facing a potential professional negligence dispute.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A core element of our practice is professional negligence and we have obtained many multi-million-pound awards for claimants and successfully defended many claims. I have seen the importance of this issue in practice. In this article, I will explore why contemporaneous notes are vital; the risks of relying on memory alone; and real-life case law, where note taking or lack thereof made a difference. I\u2019ll also set out some practical steps professionals can take to protect themselves.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Download the full article below:<\/p>\n\n\n\n<div data-wp-interactive=\"core\/file\" class=\"wp-block-file\"><object data-wp-bind--hidden=\"!state.hasPdfPreview\" hidden class=\"wp-block-file__embed\" data=\"https:\/\/taxinvestigation.co\/new\/wp-content\/uploads\/2026\/08\/Write-it-down-by-Ruby-Keeler-Williams-.pdf\" type=\"application\/pdf\" style=\"width:100%;height:600px\" aria-label=\"Embed of Write it down by Ruby Keeler-Williams.\"><\/object><a id=\"wp-block-file--media-0925cc1a-f64a-4a3d-a5ea-6d18227f13c8\" href=\"https:\/\/taxinvestigation.co\/new\/wp-content\/uploads\/2026\/08\/Write-it-down-by-Ruby-Keeler-Williams-.pdf\">Write it down by Ruby Keeler-Williams<\/a><a href=\"https:\/\/taxinvestigation.co\/new\/wp-content\/uploads\/2026\/08\/Write-it-down-by-Ruby-Keeler-Williams-.pdf\" class=\"wp-block-file__button wp-element-button\" download aria-describedby=\"wp-block-file--media-0925cc1a-f64a-4a3d-a5ea-6d18227f13c8\">Download<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Ruby Keeler-Williams explains why contemporaneous notes are your best defence should a professional dispute arise. In the current climate of professional negligence claims, the phrase \u2018if it isn\u2019t written down, it didn\u2019t happen\u2019 has never been a better mantra to live by. Whether you are an accountant or tax advisor advising on complex planning, a [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[86],"tags":[],"class_list":["post-2854","post","type-post","status-publish","format-standard","category-august-september-2025"],"_links":{"self":[{"href":"https:\/\/taxinvestigation.co\/new\/wp-json\/wp\/v2\/posts\/2854","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/taxinvestigation.co\/new\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/taxinvestigation.co\/new\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/taxinvestigation.co\/new\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/taxinvestigation.co\/new\/wp-json\/wp\/v2\/comments?post=2854"}],"version-history":[{"count":1,"href":"https:\/\/taxinvestigation.co\/new\/wp-json\/wp\/v2\/posts\/2854\/revisions"}],"predecessor-version":[{"id":2856,"href":"https:\/\/taxinvestigation.co\/new\/wp-json\/wp\/v2\/posts\/2854\/revisions\/2856"}],"wp:attachment":[{"href":"https:\/\/taxinvestigation.co\/new\/wp-json\/wp\/v2\/media?parent=2854"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/taxinvestigation.co\/new\/wp-json\/wp\/v2\/categories?post=2854"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/taxinvestigation.co\/new\/wp-json\/wp\/v2\/tags?post=2854"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}