WarrantyClaimExpert

Warranty & Indemnity Insurance and Expert Evidence UK

What Is W&I Insurance?

The W&I insurance warranty claim process allows M&A buyers to claim under an insurance policy for financial warranty breaches rather than directly against the seller. W&I has become standard in UK M&A for transactions above a certain size threshold.

How W&I Changes Who Brings Claims

In a W&I claim, the insurer pays the buyer under the policy and then pursues its subrogation rights against the seller, or the buyer pursues the insurer directly if the insurer refuses to pay.

Traditional Warranty ClaimW&I Insurance Claim
Buyer vs SellerBuyer vs Insurer (or Insurer vs Seller by subrogation)
Seller often individual (HNWI)Insurer (deep pocket)
Seller may resist disclosureInsurer typically litigates differently
Limitation period: negotiatedPolicy limit: fixed by policy

Expert Evidence in W&I Claims

The forensic accountant's role is the same in W&I claims: establishing the true financial position at completion and quantifying the diminution in value. However, W&I insurers typically conduct more rigorous expert evidence scrutiny, and the Inspired Education v Crombie [2025] warning about expert quality is particularly relevant in W&I claim litigation.

W&I Policy Limitations and Expert Evidence

W&I policies typically exclude fundamental warranties (title, capacity), fraud, and matters known to the buyer at signing. The expert must address whether the claimed loss falls within the covered warranty categories and the policy period.

Frequently Asked Questions

Is W&I insurance now standard in UK M&A deals?
W&I insurance has become market standard in UK M&A transactions above approximately £5M deal value, with coverage extending to financial warranties, tax warranties, and in some policies, title warranties. The growth in W&I has not reduced warranty claim disputes. It has changed the parties involved, with insurers often funding and driving the litigation.
What evidence do W&I insurers require in a claim?
W&I insurers typically require notification within the policy limitation period, a detailed statement of the warranty breached, quantification of the loss, and cooperation in establishing and pursuing subrogation rights against the seller. Forensic accountant expert evidence is central to establishing quantum in any W&I claim of material size.

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