Featured documents
Stop press: The Data (Use and Access) Act 2025 (Commencement No 6 and Transitional and Saving Provisions) Regulations 2026, SI 2026/82 now activate the outstanding parts of the Data (Use and Access) Act 2025 (DUAA 2025). Measures covering subject access requests, legitimate interests, purpose limitation, automated decision-making, cross-border transfers and enforcement take effect from 5 February 2026, while those on penalty notices and complaints apply from 19 June 2026. For further detail, refer to Practice Note: Data (Use and Access) Act 2025—employment implications. This Precedent will shortly be revised to reflect these developments. [to be printed on employer letterhead] [ Name of Employee ][ Address ][ Date ] Dear [ insert employee's name ] Secondment to [ insert name of host company ] Following our recent conversations, I am writing to confirm the arrangements we have agreed for your secondment to [ insert name of host company ] (the
[ Insert name and address of client ] [ insert date ] Dear [ insert name of contact at the client ] Explaining the disclosure process and your obligations Thank you for instructing us in relation to [ insert matter name / details ]. [ This letter accompanies our retainer OR Our retainer will follow under separate cover ]. It [ has been confirmed OR is likely OR is possible ] that your dispute with [ describe other parties ] will be determined in the Business and Property Courts [ if it proceeds to formal litigation ]. This letter explains what disclosure under the Disclosure Scheme ( DS ) in the Business and Property Courts involves, and what you must know about the procedure. The DS seeks a fundamental cultural shift in the approach to disclosure in civil litigation. So, even if you have handled
This Agreement is entered into on [ insert date ] between: 1 [ insert name of manufacturer ] [ of OR a company incorporated in [ England and Wales ] under number [ insert registered number ] whose registered office is at ] [ insert address ] (Manufacturer); and 2 [ insert name of customer ] [ of OR a company incorporated in [ England and Wales ] under number [ insert registered number ] whose registered office is at ] [ insert address ] (Customer). Each of the Manufacturer and the Customer is a party and, together, the Manufacturer and the Customer constitute the parties... Background: (A) The Manufacturer manufactures [ insert ]... (B) The Customer Group manages the distribution and sale of [ insert ]... (C) The Manufacturer intends to manufacture and sell the Product to the
This Deed is dated on [ insert day and month ] 20[ insert year ] Parties [ Insert name of Chargor ], being a company incorporated in England and Wales, bearing registered number [ insert company number ], and whose registered office is situate at [ insert address ] (the Chargor); and [ Insert name of Lender ] of [ insert address ] (the Lender). Recitals The Lender makes facilities available to the Chargor under various financing arrangements. It is a condition of the Lender making the facilities available to the Chargor that the Chargor enter into this Deed in favour of the Lender. ...
Most recent Precedents
This document explains when and why we may levy a fee when answering a data subject request—and how any fee will be worked out in practice. When will we charge a fee? As a general principle, we will handle data subject requests without charge. Nevertheless, a fee will apply in the following situations: we deem the request to be manifestly unfounded or excessive (or both), particularly where it repeats earlier requests; or someone who has submitted a data subject access request later seeks extra copies of their personal data. In deciding whether a request is manifestly unfounded or excessive, we will carefully consider the factors outlined below......
Data protection by design and default—the concept Data protection by design and default ( DPb DD) is mandated by the UK General Data Protection Regulation ( UK GDPR). In short, DPb DD requires us to consider privacy and data protection from the outset in all we do. We therefore embed data protection within our processing and business practices, from initial design through the whole lifecycle. Taking a DPb DD approach when designing or reviewing projects, policies, products or systems: will support compliance with many other provisions of the UK GDPR; can lower long‑term costs by avoiding major future redesigns when data protection issues emerge; can bolster user trust and confidence; can improve our chances of meeting...
STOP PRESS: This document is currently being revised to take account of the implementation of the Data ( Use and Access) Act 2025 ( DUAA 2025), which updates the UK GDPR and the Data Protection Act 2018. For additional guidance on the compliance implications of DUAA 2025, please see Practice Note: Data ( Use and Access) Act 2025—compliance implications. [ Name of individual making request ] [ Address of individual making request ] [ Date of this response ] Dear [ insert name of individual making request ] I write in reply to your request dated [ insert date of request ]......
STOP PRESS: This document is being revised to account for implementation of the Data ( Use and Access) Act 2025 ( DUAA 2025), which alters the UK GDPR and Data Protection Act 2018. For additional guidance on the DUAA 2025 compliance implications, see Practice Note: Data ( Use and Access) Act 2025—compliance implications......
1 The issue We must preserve the confidentiality of current and former clients’ affairs unless one of the following applies: disclosure is required or permitted by law; or the client gives consent. The duty of confidentiality is a fundamental obligation of a solicitor. It is an unqualified responsibility to keep information confidential, not merely to take reasonable steps towards that end. Working away from the office, including from home, inevitably means handling and discussing sensitive matters outside a controlled environment. Security is a major concern and, inseparable from it, confidentiality. Although we operate on secure networks, once information leaves the office or discussions occur elsewhere, security cannot be assured. Confidentiality is far easier to maintain in a protected workspace such as our offices; therefore, when working in other locations, we must remain alert to confidentiality risks in our personal and work settings and...
Designed for in-house counsel, this Precedent enables you to log which legal tasks are procured externally, identifying the providers and the associated fees and at relevant costs. It further supplies tabs for capturing principal legal risks and strategic considerations that could affect the outsourcing of legal work. Using it will assist in deciding which matters to outsource or keep outsourcing and in shaping an outsourcing plan—see Precedent: Legal services outsourcing strategy......
1 Introduction This paper was compiled by [ insert name or role ] on [ insert date ]. It outlines the intended approach to resourcing [ insert organisation’s name ]’s legal services, identifying which activities should be commissioned from external providers and which should continue to be delivered in-house......
1. Purpose of the meeting and objectives Outline what you require from the meeting and the reasons. For example: Confirm legal resource aligns with the organisation’s needs Explore outsourcing certain legal services or reducing expenditure on external legal support Review the history of using external legal advisers (who, cost, quality, etc.) Be updated on the future types and volumes of legal support the organisation will need [ Insert your initials ] 2. Advice from regulatory bodies Ask: Which trade or industry bodies does the Head of Function ( Ho F) belong to or actively follow? ......
Agenda item Supporting documentation (to be shared before or after the meeting) Comment or action 1. Purpose of the meeting and objectives Outline what you seek to achieve from the meeting and the rationale, for example: confirm legal resource aligns with the organisation’s needs explore outsourcing parts of the legal function or lowering spend on external legal support review the track record of engaging external legal advisers (who, costs, quality, etc.) clarify the future types and volumes of legal support the organisation will need [ Add your initials ] 2. Strategy and projects Questions to raise: what alterations have been made to the procurement department during the past five years? which legal advisers acted for the organisation on those changes, who appointed them, why they were selected, who managed them, and what they advised on (e.g. contractual issues, purchase orders, terms and...
1. Purpose of the meeting and objectives Clarify what you require from the session and why, for example: confirm legal capacity aligns with the organisation’s needs explore outsourcing selected legal tasks or trimming spend on external legal support review the organisation’s track record with external legal advisers (who, costs, quality, etc.) understand the types and volumes of legal assistance the organisation will need in future [ Add your initials] 2. Strategy and projects Ask: what alterations have been made to the sales and marketing ( SM) function over the last five years? which legal advisers supported the organisation on those changes, who appointed them, why they were selected, who oversaw them, and what they advised on (e.g. legal and contractual issues, marketing strategy, agency agreements, social media, advertising copy)? is any further change or...
Agenda item Supporting documentation (to be provided before or after meeting) Comment or action 1. Purpose of the meeting and objectives Set out what you require from the session and rationale, for example: confirm legal capacity aligns with the organisation’s needs explore the scope to outsource certain legal work or to cut spend on external legal support review the track record of using external legal advisers (who, costs, quality, etc.) gain clarity on the types and volumes of legal assistance the organisation will need in future [ Enter your initials ] 2. Strategy and projects Enquire: what alterations have occurred within the Real Estate ( RE) department during the last five years? which legal advisers supported the organisation on those changes, who selected them, why they were chosen, who oversaw them, and what they advised on, e.g. contractual matters, leases, licences,...
Agenda item Supporting documentation (to be provided before or after meeting) Comment or action 1. Purpose of the meeting and objectives Set out what you require from the meeting and the reason, for example: make sure legal resource matches the organisation’s needs consider the option of outsourcing certain legal services or cutting expenditure on external legal support review the past use of external legal advisers (who, cost, quality, etc) be briefed on the types and volumes of legal support the organisation will need in the future [ Insert your initials ] 2. Strategy and projects Ask: what modifications have been made within the IT department over the last five years? which legal advisers acted for the organisation on those initiatives, who appointed them, why they were selected, who managed them, and what they advised on, e.g. contractual issues,...
Agenda item Supporting documentation (to be provided before or after meeting) Comment or action 1. Purpose of the meeting and objectives Set out what you require from the meeting and the reasons, e.g.: confirm legal resources align with the organisation’s needs explore whether to outsource certain legal services or trim spend on external legal support review the track record of using external legal advisers (who, cost, quality, etc.) be briefed on the types and volumes of legal support the organisation will need in future [ Insert your initials ] 2. Strategy and projects: Ask: what changes have occurred within the HR Department during the past five years? which legal advisers worked on those changes, who appointed them, why they were selected, who managed them, and what they advised on, e.g. legal, regulatory, PAYE, pensions, etc.? is any change or...
Agenda item Supporting documentation (to be supplied before or after the meeting) Commentary or action 1. Purpose of the meeting and objectives Set out what you require from the meeting and the rationale, for example: ensure legal capacity aligns with the organisation’s needs explore whether to outsource certain legal work or cut expenditure on external legal assistance review past engagement with external legal advisers (providers, costs, quality, etc.) gain clarity on the kinds and quantities of legal support the organisation will need in future [ Insert your initials ] 2......
Agenda item Supporting materials (to be supplied before or after the meeting). Comment or action. 1. Purpose of the meeting and objectives Set out clearly what you require from the meeting and the reasons, e.g.: confirm that legal capacity aligns with the organisation’s requirements explore whether to outsource certain legal work or potentially curb expenditure on external counsel review past engagement and use of external legal advisers (providers, fees, calibre, etc.) gain clarity on the exact types and volumes of legal support the organisation will need in future [ Add your initials here ] 2. Strategy and projects: Ask: what alterations have occurred within the finance department during the last five years? which legal advisers supported those changes, who selected them, who appointed them, why they were chosen, who oversaw them, and which domains they advised on, e.g. legal, tax, etc.? are any...
Precedent Designed for in-house legal teams and risk professionals, this Precedent helps you document supply chain risks, grade the severity of each, and record steps you have taken or intend to take to mitigate them. A tab containing worked examples is provided for information and illustration, and can also be removed. The register is supplied in Excel format and cannot be downloaded into Word. Please click to access the Precedent risk assessment and register. Whatever the nature of your organisation’s business, you will almost certainly have multiple categories of suppliers, eg spanning catering suppliers through to suppliers of critical manufacturing components......
Precedent Please click to view Precedent. The register is created in Microsoft Excel and is not downloadable into Microsoft Word directly. It is intended primarily for in-house lawyers working in commercial organisations. It helps you ensure all contractual documents are systematically and accurately recorded. Documentation may include, for example, agreements, deeds, leases, confidentiality agreements, NDAs......
Use this presentation to brief your team on your policy and their responsibilities concerning conflicts of interest, confidentiality and disclosure, as part of staff training. For further guidance, see Precedent: Conflicts, confidentiality and disclosure policy—law firms. It aligns with the SRA Standards and Regulations framework. Also consult Practice Notes: Conflicts of interest—law firms and solicitors, and Duties of confidentiality and disclosure, which provide additional relevant detail on the SRA’s requirements......
This document offers guidance to [ insert eg, partners ] and any other members of staff involved in supervising colleagues who work remotely and off-site. It covers the oversight of all contractors who are engaged on remote-working arrangements as well. What the SRA expects from us The SRA sets broad requirements for the supervision of work, together with specific regulatory duties concerning the training and oversight of our trainee solicitors. Its core supervisory obligations are contained in the two Codes of Conduct (the SRA Code for Solicitors, RELs, RFLs and RSLs and the SRA Code for Firms) and should be interpreted in light of the SRA Principles. Additional supervision-related provisions are dispersed throughout the SRA Standards and Regulations. The core requirements in the Codes of Conduct are set out below: Obligations applying to the firm Obligations applying to individual solicitors, RELs, RFLs and RSLs...
1 Introduction This risk assessment sets out the hazards we have recognised in connection with homeworking practices, along with controls we have implemented, or plan to implement, to reduce those risks. It draws on replies to [ insert, eg a questionnaire circulated to staff on [ date ] ]. A copy of the questionnaire is enclosed......
Popular documents
When evaluating a general damages claim, the practitioner ought initially to refer to the Judicial College Guidelines (JCG)...
This Practice Note This Practice Note reviews mechanisms used in settling litigation. A Tomlin order consists of a consent order paired with a schedule. It operates to stay proceedings on terms that have been agreed. The provisions contained in the schedule may remain confidential. This Practice Note describes the scope of confidentiality attaching to the schedule and sets out how it differs from a standard consent order. Sample wording for a Tomlin order is included, alongside links to precedents, as well as guidance on court approval. It also addresses varying, setting aside and enforcing a Tomlin order, including the considerations the court will take into account when handling applications for each. Further guidance is provided on interpreting and applying the relevant provisions of the CPR; however, some courts and divisions impose very specific requirements for both drafting and approval, and for approaching the schedule and confidentiality issues. Accordingly, you must consider the particular rules and court guide provisions in the forum where your claim is proceeding when drawing up the Tomlin order...
Date [ date ] Parties [ name of Landlord ] [ of OR incorporated in England and Wales (company registration number [ number ]) with its registered office at ] [ address ] (Landlord) [ name of Tenant ] [ of OR incorporated in England and Wales (company registration number [ number ]) with its registered office at ] [ address ] (Tenant) [ [ name of Guarantor ] [ of OR incorporated in England and Wales (company registration number [ number ]) with its registered office at ] [ address ] (Guarantor) ] [ [ name of Mortgagee ] [ of OR incorporated in England and Wales (company registration number [ number ]) with its registered office at ] [ address ] (Mortgagee) ] Definitions Within this Deed, the terms below shall be interpreted as follows: [ Annual Rent • the annual sum reserved under the Lease; ] [ Insurance Rent • the Tenant’s share of the Landlord’s costs of insuring the Property (as set out in the Lease); ] Lease • the lease of the Property dated [ date ], entered into between (1) [ the Landlord OR [ name ...
I, [ name ], of [ address ], solemnly and sincerely state that: [ Matters to be verified, set out in numbered paragraphs ] I make this solemn statement in good conscience, believing it to be true, and pursuant to the provisions of the Statutory Declarations Act 1835. DECLARED at [ details ] this [ day ] day of [ month and year ] Before me ................................................................................ [ signature of the person before whom the declaration is made ] A [ commissioner for oaths OR [ solicitor OR [ insert other qualification ] ] authorised to administer oaths ]...
Discover more from LexisNexis
