Legal Precedents

[ On the claimant’s solicitors’ letterheaded paper ] FAO [ RELEVANT NAME ] [ NAME OF DEFENDANT OR DEFENDANT’ S SOLICITOR IF KNOWN ] [ ADDRESS LINE 1 ] [ ADDRESS LINE 2 ] [ POSTCODE ] [ DATE ] Dear [ insert ] [ PROSPECTIVE CLAIMANT’ S NAME ]—claim for breach of duty against [ PROSPECTIVE DEFENDANT’ S NAME ] [ We refer to our letter dated [ insert date of previous correspondence, if any ]. ] [ As you are aware, we OR We ] act for [ insert client’s full name ] of [ insert full address ]. This correspondence constitutes our client’s letter of claim against [ you OR [ name of defendant ] OR arising from the breach of [ your OR their ] duties as a director of [ insert company name ] (the ‘ Company’). [ If you have OR [ name of defendant ] has ]...

This Agreement is entered into on the [ date ] of [ month and year ] between: 1 [ Name of Party ] of [ address ] (“the Discloser”) and 2 [ Name of Party ] of [ address ] (“the Recipient”). Recitals The Discloser claims legal professional privilege over each and every one of the Documents identified in the Schedule to this Agreement, and nothing contained in this Agreement shall reduce, limit, or otherwise affect the continuing force of that claim. By virtue of [ briefly state the nature of the common interest (“the Common Interest”) ], the Discloser shares a common interest with the Recipient and seeks to advance the Common Interest pursuant to this Agreement, whilst not waiving its legal professional privilege in the Documents. The Recipient acknowledges that the Discloser asserts, and will continue to assert, legal...

This Agreement is entered into on the [ date ] of [ month and year ] between: 1 [ Name of Party ] of [ address ] (“the Discloser”) and 2 [ Name of Party ] of [ address ] (“the Recipient”). Recitals The Discloser claims legal professional privilege over each and every one of the Documents set out in Schedule 1 to this Agreement, and nothing contained herein shall reduce, modify, or otherwise affect that continuing claim. The Discloser intends to divulge the Documents to the Recipient on the terms of this Agreement without waiving its legal professional privilege in the Documents as against any other person or party, and solely for the limited purpose of [ state the purpose of the disclosure to the Recipient without indicating any confidential information ]. The Recipient acknowledges that the Discloser asserts, and will...

Discussion Agenda Inter Partes Case Management Conference Serious Injury Guide Conference dated [ insert date ] Claimant name: [ Insert name ] Defendant name: [ Insert name ] Attending: [ Insert name ] ( For Claimant) [ Insert name ] ( For Defendant) Agenda (initial meeting) Discussion: facts known as at the date of discussion Claimant Summary of injuries to date Current clinical position Care pathway: discharge plan; anticipated surgery, therapy or treatment Finances: employment and sick pay Family priorities: immediate and longer-term concerns Impact on household: support needs (childcare, relatives, dependants) Any other relevant details Defendant Indemnity issues (if any) Known policy limits or exclusions Insurer’s accident investigation status Police/ HSE investigation status Indemnity position: policy constraints; anticipated co-operation from insured Timescale for formal...

Notification under the Serious Injury Guide Sent by email to [ insert the early notification contact name and email address as listed for each insurer at http://www.seriousinjuryguide.co.uk/ ] Dear [ insert name ] Ref: Accident Client name: Date of birth: [ to be provided in a separate email ] National Insurance number: [ to be provided in a separate email ] We represent [ insert claimant’s name ] who sustained injuries in an incident on [ insert date ] at around [ insert time ], occurring in the course of their employment as [ insert details OR other circumstances ]......

Claim No. [ insert claim number ] [ IN THE HIGH COURT OF JUSTICE [ BUSINESS AND PROPERTY COURTS [ OF ENGLAND AND WALES OR IN [ insert location ] ] ] [ Specify division ] [ Specify specialist court ] [ Insert location ] DISTRICT REGISTRY OR THE COUNTY COURT AT [ insert location ] [ BUSINESS AND PROPERTY COURTS LIST ] ] BETWEEN [ insert name ] Claimant and [ insert name ] Defendant [ DRAFT ] DEFENCE AND COUNTERCLAIM DEFENCE Unless stated otherwise, any paragraph references in this Defence are to the [ Amended ] Particulars of Claim dated [ insert date ]. The Defendant adopts the abbreviations appearing in the [ Amended ] Particulars of Claim. [ Limitation The Claimant’s claim relies on [ insert cause of action ]. On the Claimant’s own case, that cause of action was...

Claim No. [ insert claim number ] [ IN THE HIGH COURT OF JUSTICE [ BUSINESS AND PROPERTY COURTS [ OF ENGLAND AND WALES OR IN [ insert location ] ] ] [ Specify division ] [ Specify specialist court ] [ Insert location ] DISTRICT REGISTRY OR THE COUNTY COURT AT [ insert location ] [ BUSINESS AND PROPERTY COURTS LIST ] ] BETWEEN [ insert name ] Claimant and [ insert name ] Defendant [ DRAFT ] DEFENCE Unless indicated otherwise, any paragraph references in this Defence are to the [ Amended ] Particulars of Claim dated [ insert date ]. The Defendant uses and relies upon the abbreviations set out in the [ Amended ] Particulars of Claim. [ Limitation The Claimant’s claim proceeds on [ insert cause of action ]. On the Claimant’s own case, that cause of action was concluded on [ insert date ] when [...

Claim No....

Precedent T Precedent T is a costs precedent that came into force on 1 October 2020...

Please note that this Precedent and the accompanying drafting guidance do not address the CPR 36 rules that apply exclusively to fixed costs matters. For guidance on Part 36 offers in fixed costs cases, see Practice Notes: Part 36 offers—fixed costs (position prior to 1 October 2023) and Part 36 offers—fixed costs (position on or after 1 October 2023). Private & confidential [ insert name and address of client ] [ insert date ] Dear [ insert name of client ] [ insert case heading/description of the case if pre-action ] Settlement offers under Part 36 We have been exploring the possibility of resolving this matter and the various routes by which that might be achieved. [ You will recall that ] [ one OR One ] of those options was a Part 36 offer. This letter aims to explain in greater detail how such an offer operates, and the...

Claim No. [ enter claim number ]...

[ Date ] [ Insert claimant’s solicitors‘ name, reference and address ] Dear Sirs [ Insert name of claimant ] v [ insert name of defendant ]— Claim No: [ insert claim number ] We are instructed by the Claimant to act for it in relation to this matter. A claim form was lodged on [ insert date ]......

This TRUST is dated [ date ] Parties [ name ] of [ address ], represented by [ name ] of [ address ] (the Litigation Friend) [ name ] of [ address ] and [ name ] of [ address ] (the Original Trustees) Background The Trust is named [ insert name ] (the Trust). The Trust is created to accept the compensation payable for a personal injury to [ insert name ] (the Beneficiary), who lacks capacity to manage their property and financial affairs under the Mental Capacity Act 2005. Following the personal injury, legal proceedings [ under Claim Number [ insert number ] ] were commenced and an order for payment of compensation was made on [ date to be completed once order is made ]......

This trust deed is made on [ date ] Parties [ name ] of [ address ] (the Settlor) [ name ] of [ address ] and [ name ] of [ address ] (the Original Trustees) Background The Trust shall be known as [ insert name ] (the Trust). The Trust is set up to receive the compensation payable in respect of a personal injury to the Settlor. Following that injury, legal proceedings [ under Claim Number [ insert number ] ] were commenced, and on [ date to be completed once order is made ] an order was made for payment of compensation to the Settlor. The Settlor has authorised the transfer of the property described in the Schedule to the Original Trustees. ......

To [ Defendant ] Dear [ insert name of organisation ] Defendant’s booking reference: Claimant’s complete name and address: Holiday dates: Hotel/ Resort name and board basis: Room number: We are mandated by our aforesaid client to pursue compensation for gastric illness acquired during a holiday at the aforementioned hotel/resort......

NOTE: From the end of the Brexit transition/implementation period, the United Kingdom General Data Protection Regulation, Assimilated Regulation ( EU) 2016/679 ( UK GDPR), has effect and is applicable within UK law. For more detail on the UK GDPR, please refer to Practice Note: Introduction to the EU GDPR and UK GDPR. SUBJECT ACCESS REQUEST ( Pursuant to the UK General Data Protection Regulation and Data Protection Act 2018) I hereby submit a subject access request via a third party—my solicitor (details provided below). Please kindly supply my solicitor with copies of the entirety of my medical records, whether held in paper or digital form (including all radiology). As these materials ought to be easily located by reference to the personal data set out below, this request is not excessive, and the records should be capable of being furnished free of charge within one month. The...

IN THE COUNTY COURT AT [ insert location ] Claim No. [ insert number ] [ insert name ] Claimant and [ insert name ] Defendant PARTICULARS OF CLAIM 1 The Defendant has, at all relevant times, been a practising pharmacist operating from retail premises at [ insert address ]. 2 On 18 October 2025 the Claimant, who has irritable bowel syndrome and routinely receives prescriptions for Loperamide, attended the pharmacy to collect their medication. On that occasion, the Defendant prepared and the Claimant was, in error, supplied to them an alternative medicine, namely Loratadine instead. 3 The Claimant remitted to the Defendant the amount of £[ insert prescription charge paid ] for the NHS prescription......

[ ON THE CLAIMANT’ S SOLICITORS’ LETTERHEAD ] For the attention of [ RELEVANT NAME ] [ NAME OF DEFENDANT OR, IF KNOWN, DEFENDANT’ S SOLICITOR ] [ ADDRESS LINE 1 ] [ ADDRESS LINE 2 ] [ POSTCODE ] [ INDICATE IF SERVED BY FIRST CLASS POST / EMAIL / HAND DELIVERY, ETC ] [ DATE ] Dear [ insert organisation name ] [ PROSPECTIVE CLAIMANT’ S NAME ] AND [ PROSPECTIVE DEFENDANT’ S NAME ] Letter of Claim Introduction We refer to our earlier correspondence dated [ insert date of prior correspondence sent, if any ]. As you will be aware, we act for [ insert client’s full name ], of [ insert full address ]. This correspondence constitutes our client’s letter of claim, issued in line with the Pre- Action Protocol for Personal Injury Claims (the ‘ Protocol’) within the Civil Procedure Rules, and a copy is...

[ DRAFT] SETTLEMENT AGREEMENT—pre-action settlement [ WITHOUT PREJUDICE AND SUBJECT TO CONTRACT [ SUBJECT TO SIGNATURE BY PARTIES AND/ OR SUBJECT TO COURT APPROVAL ] ][ CONFIDENTIAL] This Agreement is entered into on the day of 20[ insert year ] Parties [ insert name of party ], a company incorporated in England and Wales (company number [ insert company number ]), with its registered office at [ insert address ] (‘ Party A’) [ and ] [ ; ] [ insert name of party ], a company incorporated in England and Wales (company number [ insert company number ]), with its registered office at [ insert address ] (‘ Party B’). together, the ‘ Parties’ Whereas [ Set out the context of the dispute; for instance, if it relates to a contract, identify the contract’s purpose and date, and provide a summary of the...

[ DRAFT ] SETTLEMENT AGREEMENT (for settling disputes post-commencement of proceedings) [ WITHOUT PREJUDICE AND SUBJECT TO CONTRACT [ SUBJECT TO SIGNATURE BY PARTIES AND/ OR SUBJECT TO COURT APPROVAL ] ][ CONFIDENTIAL] This Agreement is entered into on the day of 20[ insert year ] Parties: [ insert name of party ], a company incorporated in England and Wales (company number [ insert company number ]), with its registered office at [ insert address ] (‘ Party A’) [ and ] [ ; ] [ insert name of party ], a company incorporated in England and Wales (company number [ insert company number ]), with its registered office at [ insert address ] (‘ Party B’). together, the ‘ Parties’ Whereas On [ insert date ], [ insert name of claimant ] issued court proceedings in the [ insert level of court, eg, High Court of...