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This tracker outlines the consultation papers issued by the Financial Services Authority (FSA) from 2008–2013, listed in reverse date order, and includes links to the relevant FSA webpage and/or PDF versions of the papers. For details of Financial Conduct Authority (FCA) and Prudential Regulation Authority (PRA) consultation papers, together with subsequent rules and guidance, see: • FCA consultation paper tracker-2021 [Archived] 2013 Publication date Consultation Paper (including FSA webpage if available) Description March 2013 - FSA webpage: CP13/9: Implementation of the Alternative Investment Fund Managers Directive Part 2; CP13/9: Follow-up consultation on draft rules and guidance for implementing the Alternative Investment Fund Managers Directive (AIFMD). March 2013 - FSA webpage: CP13/8: Publishing information about warning notices; CP13/8: Proposals on how the Financial Conduct Authority (FCA) would publish details about the subject-matter of a warning notice where it considers publication appropriate. March 2013 - FSA webpage: CP13/7: Consumer credit regulation-our proposed regime; CP13/7: Invites views on the proposed framework and rules for the new consumer...

This flowchart outlines the steps an employer should take once a performance or capability concern is identified, including collecting key documents such as the contract of employment and appraisal records, considering mediation, appointing who will carry out performance monitoring, arranging informal and then formal meetings, deciding on dismissal or another sanction, and overseeing the appeal stage. Click below to view or print the full-size PDF version: Note 1—identifying whether there is a performance issue If an employee’s output falls short of the required standard, the employer may choose to address it under its performance procedure. For an example procedure, see Precedent: Policy and procedure—performance and capability. A clear distinction should be drawn between misconduct and underperformance. Where conduct is the concern, a disciplinary process is the correct route—see Practice Note: Managing performance—Dealing with poor performance. Before commencing any formal action, review the terms of the employer’s performance procedure and check, for example, whether specific time periods are required between each stage...

Stage 1—preparing to bring a claim and pre-action matters Guidance on infringement, defences, ownership, injunctions, running disputes, and the Business and Property Courts Disclosure Scheme; cease and desist precedent; timetable checklist; key forms; IP insurance. Stage 2—letter of claim alleging copyright infringement Guidance on infringement, drafting letters of claim, unjustified threats and remedies, with precedents for standard and peer‑to‑peer infringement letters. Stage 3—commencing proceedings Notes on infringement, secondary infringement, permitted acts, remedies, criminal offences, the Business and Property Courts and the Disclosure Scheme; pleadings/initial disclosure precedents; Disclosure/IPEC flow tools; CPR claim/defence/settlement/default forms. Stage 4—case management Guidance on running disputes, costs management and the Disclosure Scheme; checklist; Chancery, Patents Court and IPEC Guides; Mitchell v NGN; core case‑management and disclosure forms. Stage 5—disclosure and evidence Notes on e‑disclosure, witness statements and the Disclosure Scheme; PD 57AC for Business and Property Courts trial statements (not...

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In this issue: Trusts Court of Protection UK taxes for Private Client HMRC Manuals updates Insolvency—Private Client Charity and philanthropy Contentious trusts and estates Scotland, Wales and Northern Ireland International Question of the week Daily and weekly news alerts LexTalk®Private Client: a Lexis®PSL community New and updated content Dates for your diary Trackers Latest Q&A Useful information Trusts Companies House publishes guidance on removal of overseas entities from register Companies House has issued guidance setting out the process for taking an overseas entity off the Register of Overseas Entities. It applies where the entity no longer holds registered title to UK land or property acquired on or after 1 January 1999 in England and Wales, 8 December 2014 in Scotland, and 5 September 2022 in Northern Ireland. The guidance confirms the entity must have disposed of all UK property or land, and the transfer of ownership...

In this issue: Employment Rights Act 2025 Pensions Protected characteristics Prohibited conduct Maternity, parents and carers Redundancy Employment Tribunals Dates for your diary Trackers Employment resources on Lexis+® LexTalk®Employment: a Lexis®Nexis community Daily and weekly news alerts Employment Law—looking back at 2025 and ahead to 2026 The Lexis+® Employment team have assembled a round-up of the standout employment law developments across 2025, alongside a preview of priorities for 2026, including anticipated movement on the Employment Rights Act 2025 (ERA 2025), the Equality (Race and Disability) Bill, plus forthcoming legislation and notable cases. It also flags themes to watch and highlights items expected to shape practice in the year ahead. See News Analysis: Employment Law—looking back at 2025 and ahead to 2026. Employment Rights Act 2025—what is changing, and when? The Employment Rights Act 2025 (ERA 2025) secured Royal Assent on 18 December 2025 and was released—initially as a pdf only—on...

What does the Market Insights Trend Report cover? Click below to download the complete report in PDF form. The Market Insights Trend Report offers an in-depth review of the 14 RPs proposed in the UK in 2023. It shares insights on trends and what we, together with our contributors, expect to unfold in 2024 and beyond. Areas examined include: outlook for 2024 place of incorporation industry sectors classes of creditor relevant alternatives challenges use of cross-class cramdown (CCCD) foreign law expert opinions sought on recognition legal developments in 2023 The report also sets out metrics for RPs including Fitness First, Prezzo and Adler (AGPS Bondco). What are the highlights from the report?...

This Practice Note offers practical direction on correctly executing documents when one or more parties to a contract are not physically together, often referred to as virtual signing or a virtual closing. The Law Society has brought together established materials covering: execution of documents by virtual means, use of electronic signatures, its ‘Tips on how to operate in practice’ concerning virtual execution and the use of e‑signatures, and Q&A on using electronic signatures and completing virtual executions, including ‘Our position on the use of virtual execution and e‑signature during the coronavirus (COVID‑19) pandemic’. We have assembled a comprehensive, interactive collection to help users identify and navigate the concepts and common issues involved in executing documents, including by virtual means. Each section or phase contains practical guidance, precedent clauses and Q&As relevant to that stage. For more information, see: Execution collection. Mercury Tax Case This guidance aligns with the Law Society’s position issued on 16 February 2010 in response...

Maintained by Adrian Shipwright and Julian Hickey at Burnell Chambers Introduction to tax compliance Charities are not entirely outside the scope of taxation; however, they generally benefit from several exemptions (all of which are subject to complex anti-avoidance rules). Well-governed charities ordinarily will face no direct tax liabilities. A charity must prepare and submit tax returns in three clearly defined circumstances: if it receives a notice requiring it to file a return if it has taxable income, gains or profits not covered by a relief or tax exemption, for example income arising from trading that is not within the charitable trading exemption (see the Tax treatment of the charity guidance note) if it has applied income or gains to non-charitable purposes or into non-qualifying investments The type of Tax Return required depends upon the way in which the charity is constituted. Where a charity fails to declare the correct amount of tax on time, HMRC may levy a penalty and...

Practice Note: FAQs on service under Regulation (EU) 2020/1784 (Service Regulation, recast) This Practice Note summarises frequently asked questions and responses on serving judicial and extra‑judicial documents under Regulation (EU) 2020/1784 (Service Regulation, recast). For comprehensive guidance on the regulation’s provisions, see Practice Note: The Service Regulation (recast). Accessing the forms required from Annex I Question: Where can I obtain Word versions of the forms to be completed? Answer: Word versions are not provided. The forms should be completed online via the European e‑justice website using the links to the online forms. PDF versions are available in the same location. Acknowledgement of receipt equivalent Question: When using the postal service, what counts as an equivalent to the acknowledgement of receipt document? Answer: The Court of Justice addressed this in Henderson v Novo Banco (2017) under the earlier Service Regulation (predecessor to the recast). It held that service is valid where the acknowledgement of receipt is replaced by an equivalent document, namely one offering...

The purpose of the claim form A claim form initiates proceedings. It sets out information relevant to the case, including: the court reference number to be used on all subsequent court documents; the parties to the proceedings; what is being claimed; particulars of the claim (including any claim for interest); and contact details for the claimant, typically the claimant’s solicitor. Guidance on the contents of a claim form in general is available in the Practice Note: Claim form—the contents. This Precedent includes suggested text for use where the claim concerns trade mark infringement and/or passing off. The form provides direction on the particular points that should be considered when completing a claim form for use in such proceedings. The attached N1 claim form is provided as an example only. We recommend that practitioners download the latest N1 claim form in PDF from the official source for submission, and use the attached version solely as an aid to completing it....

Agenda for case management hearing (England and Wales) Click below to get the Word edition of the Agenda for case management (England and Wales): Agenda for case management hearing (England and Wales)—Word version. Click to get the PDF edition of the Agenda for case management (England and Wales): Agenda for case management hearing (England and Wales)—PDF version. For Welsh versions, see: Agenda Rheoli Achosion (Cymru a Lloegr)—Cymraeg—Word Agenda Rheoli Achosion (Cymru a Lloegr)—Cymraeg—PDF ...

This conflicts and confidentiality decision tree guides you through the conflicts and confidentiality duties in the SRA Standards and Regulations, enabling you to decide whether we may act on a particular matter and what steps you must take to accept instructions. It addresses the SRA’s regulatory obligations relating to confidential information held for current or former clients. It does not consider confidentiality duties owed to non-clients, e.g. under a confidentiality agreement with a third party. For further details on conflicts of interest and confidentiality, please see our Conflicts, confidentiality and disclosure policy. Click below to view or print the full-size PDF version: Note 1—prohibition on acting in an own interest conflict situation An own interest conflict arises where a conflict (or a significant risk of one) exists between: the personal or commercial interests of the firm or a member of our staff; our duty to act in the best interests of any client in relation to their matter or a related matter. ...

Form D180 (PDF Format) can be utilised in relation to the registration of orders under Article 39 of Council Regulation (EC) No 2201/2003 of 27 November 2003 concerning decisions in matrimonial matters (Brussels II bis)...