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How to use this checklist This Checklist sets out the principal obligations for traders who provide subscription arrangements under the Digital Markets, Competition and Consumers Act 2024 (DMCCA 2024). It addresses which agreements are captured by the subscription regime, how those rules operate for free trials, the pre-contract information to be given, reminder communications, and consumers’ rights to cancel. It also covers cooling-off entitlements and refunds. This Checklist serves as a practical aid to traders gearing up for commencement of the pertinent provisions of DMCCA 2024, Part 4, Chapter 2. DMCCA 2024 secured Royal Assent on 24 May 2024, with some elements taking effect from that day. Nevertheless, the bulk of the significant provisions and duties in the DMCCA 2024 will commence through secondary legislation. The government has set out its indicative schedule for commencement of the substantive elements of DMCCA 2024: DMCCA 2024, Part 4, Chapter 2 is among the final measures to begin, expected at the earliest in Spring 2026, though subsequent government signals indicate the rules...
This Checklist covers the key considerations when formulating a strategy to combat counterfeiting and piracy. Use this Checklist together with Practice Note: Anti-counterfeiting and anti-piracy—strategy. Begin by evaluating how widespread the issue is. Consider who has been consulted: Internal teams close to the market, such as customer services dealing with consumer complaints External investigators gauging counterfeit prevalence across specific channels (online and in store) and carrying out test purchases Agencies including the Chartered Trading Standards Institute (‘Trading Standards’) and HMRC Internet service providers and website operators where targets largely trade online Be aware that staff or members of the public may spot fake goods in shops, market stalls, at events or while on holiday and may proactively alert the rights holder. Confirm whether the following key details have been established: Most affected territories Most affected products Health and safety concerns Degree of risk to consumers and brand value Principal perpetrators Any...
Checklist to assist with taking instructions from a business when drafting a consultancy agreement See also: Key provisions in a consultancy agreement—checklist. Precedents For precedent consultancy agreements, see: Consultancy agreement—company and individual—pro-client Consultancy agreement—company and company—pro-client Consultancy agreement—individual and company—pro-consultant Consultancy agreement—company and company—pro-consultancy Consultancy agreement—company and individual—pro-client (short form) Side letter to consultancy agreement—company and company—pro-client Further related guidance See: Consultancy services—overview and Practice Notes: Managed service companies and the anti-avoidance legislation Deciding appropriate employment status Personal service companies—the key benefits and key tax considerations Securing intellectual property rights from employees and contractors IR35—the large and public client off-payroll regime—practical considerations for the end client Issue Business objectives Why do you want to appoint a consultant? What are you trying to achieve? Service scope What services will fall within the scope of the...
In this issue: Budgets, Autumn Statements and Finance Bills Corporate governance New and updated content Useful information HMRC Manuals tracker Dates for your diary Weekly highlights from other practice areas Budgets, Autumn Statements and Finance Bills Finance Bill 2025 completes all Parliamentary stages The Finance Bill 2025 has now progressed through all Parliamentary stages, with the Third Reading taking place on 19 March 2025. At publication, Royal Asset is scheduled for 20 March 2025. For insight into the provisions in the Finance Bill 2025 of greatest relevance to share incentives practitioners, refer to News Analysis: Share Incentives weekly highlights—14 November 2024—Budgets, Autumn Statements and Finance Bills. See Finance Bill 2025. 19 March 2025... Corporate governance Centrica plc sets out amendments to its directors’ remuneration policy Within its 2024 annual report, Centrica plc outlines amendments to its new remuneration policy, which it intends to put to shareholders at its AGM on 8 May 2025...
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...
We outline the FCA’s key messages from 2025, alongside predictions and practical tips to help you stay on the right side of the FCA in 2026. Fewer, faster investigations A refreshed stance on enforcement has been anticipated since Therese Chambers and Steve Smart assumed leadership of the FCA’s enforcement division in 2023, and the June 2025 update to the FCA Enforcement Guide made it official. The policy statement released with the revised guide confirmed that the FCA has raised the threshold, effectively raising the bar, for commencing an investigation and bolstered its pre-investigation assessment procedures. Addressing the City & Financial Global FCA Investigations and Enforcement Summit in October 2025, Therese Chambers, the FCA’s Joint Executive Director of Enforcement and Market Oversight, underscored the point, stating the FCA is running fewer investigations, at a faster pace. This reflects a 2025 objective to shrink the open caseload and bring ongoing investigations to a conclusion more quickly within a shorter time frame. Signs that this recalibrated enforcement strategy is...
This Practice Note considers statutory adoption pay (SAP) and contractual adoption payments. It also examines eligibility criteria, the meaning of employed earner, the duration of entitlement, notice obligations, the evidence required, the length of time SAP is payable, rates of pay, and liability, including where an individual has more than one employer. It addresses outcomes where a child dies or a placement breaks down, circumstances in which SAP is not due, record-keeping duties, and how recoupment operates. Finally, it explores how contractual sick pay interacts with SAP, adoptions from outside the UK, and contracting out. A parent taking adoption leave (see Practice Note: Adoption leave) may qualify for SAP for part of that leave. They may receive payment for time off to attend adoption appointments (see Practice Note: Time off work for adoption appointments). Where a child is placed for adoption, the adopter and a second person—who must be the adopter’s spouse, civil partner, or partner—may, if they choose, share up to 37 of the 39 weeks of pay...
This Practice Note outlines the principal issues to take into account when altering an existing facility agreement. It covers: typical drivers and rationales for changing a facility agreement key considerations when amending a facility agreement in the context of a bilateral or syndicated transaction matters to address where guarantees or security are in place ways to document an amendment, including whether to use an amendment letter, an amendment agreement, or an amendment and restatement agreement usual conditions precedent to effectiveness points concerning fees, costs and expenses This Practice Note does not address one-off waivers and consents. For further information on waivers and consents, see Practice Note: Waivers and consents. For material on amending security documents, see Practice Note: Amending security documents. For general contract law guidance on varying a contract, see Practice Note: Contract variation. Common reasons for amending a facility agreement After execution of the facility agreement and once funding has taken place, the borrower’s situation...
This Practice Note examines the statutory right to paid time off for antenatal care for pregnant employees and agency workers This Practice Note considers the statutory entitlement under the Employment Rights Act 1996 (ERA 1996). An employer—or, where relevant, a temporary work agency or hirer—must not unreasonably prevent a pregnant employee, or a pregnant agency worker, from taking time away from work to attend antenatal appointments for antenatal care. Such time off for antenatal appointments must be paid. There is also a distinct entitlement to unpaid time off during working hours to accompany a pregnant woman to an antenatal care appointment: see The right to time off to accompany to antenatal appointments, below. Comparable provisions apply for time off to attend adoption appointments—see Practice Note: Time off work for adoption appointments. Certain categories are excluded from these rights: share fishermen and fisherwomen and certain other mariners, as well as those employed in ‘police service’ (as defined). For a sample policy addressing time off for antenatal appointments, see...
This Deed is made on [ insert day and month ] 20[ insert year ] Parties [ Insert name of Chargor ], being a company incorporated in England and Wales, with registered number [ insert company number ], and whose registered office is at [ insert address ] (the “ Chargor ”); and 1 [ Insert name of Security Agent ], acting as security agent and trustee for the Finance Parties pursuant to the terms and conditions set out in the [ Facilities Agreement OR Intercreditor Agreement OR Security Trust Deed ] (the “ Security Agent ”). Recitals: (A) The Finance Parties have consented to provide loan facilities subject to the terms and conditions set out in the Facilities Agreement (as defined below). (B) As a condition precedent to the loan facilities becoming available, the Chargor must execute this Deed for the purpose of granting security in favour of the Security Agent in relation to the Secured Obligations (as defined below)...
1 Introduction 1.1 This policy explains how [ enter name of organisation ] (the Company) will handle requests from employees for leave to receive fertility treatment, or to support a partner undergoing such treatment. 1.2 The term ‘fertility treatment’ covers a wide range of medical procedures and interventions designed to help individuals or couples experiencing difficulties in conceiving a child. Options span from taking medication that enhances fertility to more advanced procedures such as in vitro fertilisation (IVF) treatment. IVF usually includes stimulation of the ovaries to develop eggs, retrieval of those eggs under sedation (the ‘follicular puncture’), fertilising them, and subsequently the transfer of an embryo to the woman’s womb. 1.3 Currently, the law provides no general right to time off for fertility treatment (or to accompany a partner). Nor is there dedicated legal protection currently for those undergoing such treatment. However, a woman receiving IVF is regarded as pregnant for the purposes of the law on pregnancy/maternity from the point at which the embryo is...
This note sets out clear, broad guidance on what to do straight after a death and outlines the standard probate process for lay personal representatives and grieving close relatives. See the Probate—client guide as well. A probate practitioner can offer bespoke advice suited to your particular situation and circumstances. Coping with a loved one’s death brings numerous difficulties, emotional as well as practical. If you are a personal representative (PR) formally handling the estate—the assets and belongings of the person who has died—as an executor or administrator, you may encounter an unfamiliar role with jargon that feels odd and confusing. In the days after a death, various practical matters can arise, sometimes unexpectedly and at short notice. This guidance is designed to help you decide what requires prompt attention and what can sensibly wait for the coming weeks. Taking time off work Following the death of a dependant, you may take unpaid time away from work to organise and attend the funeral. You should tell your employer...