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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. ...
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The Tenderer’s Proposal must include at least one module. The Tenderer may choose one or more of the modules listed below that it intends to offer to [ insert organisation’s name ]......
1 Corporate All proposals must cover the following essential criteria: Criteria Details Financial resilience of the contracting entity and its group members (including whether a parent company guarantee is available and its strength) [ Insert the Tenderer’s financial information, for example a copy of last year’s fiscal accounts, identify which entity will contract with the organisation, and confirm the availability of any parent company guarantee ] Subcontracting [ If relevant, insert particulars of any intended subcontracting of the right to provide the Services, including full information about the proposed subcontractors ] Ethical practice and social responsibility [ Insert details of the Tenderer’s corporate responsibility principles and policies ] Equality and Diversity [ Insert details of the Tenderer’s approach to advancing diversity and inclusion within its business and, if it has an equality and diversity policy, how this is applied in...
General Meeting date [ Insert date ] Chair or lead [ Insert name ] People present [ Insert names of persons attending ] Objectives Meeting aims: determine every document and piece of essential information required for the project outline and prepare an initial procurement project plan decide which legal services providers to contact......
Every member of the procurement project team must complete this form for each proposal. Ensure you cross‑reference the [ ITT OR RFP ] when scoring and noting feedback on each Proposal. [ Insert date ] [ Insert name of Tenderer here ] 1 General presentation Category Comments/ Observations Score Total Overall ITT impact [ Insert any comments or observations, eg Striking presentation of the Proposal yet short on attention to detail ] [ Insert a score from 1 to 10, where 1 is poor and 10 is excellent ] [ Insert total mark ] Quality of information [ Insert any comments or observations, eg The Proposal provides a solid amount of detail on the Tenderer’s structure ]......
[ On headed paper ] [ Insert date ] [ Address of tenderer ] Dear [ Insert contact name ] [ Request for proposal OR Invitation to tender ] for: [ insert project name ] [ Insert name of organisation ] is delighted to invite you to submit a tender for the delivery of [ insert details of services ]. Enclosed is an [ Invitation to Tender ( ITT) OR Request for Proposal ( RFP) ] outlining the tender procedure and the conditions that will govern your participation. Please review the [ ITT OR RFP ] thoroughly. In particular, refer to the timetable at clause [ insert clause number ] of the [ ITT OR RFP ]. The deadline for submission is [ insert time and date ]. Kindly note that we may decline to consider any proposal that is incomplete or received after the deadline. We look forward to...
[ Insert date ] [ Address of tenderer ] Dear [ insert contact name ] [ Invitation to tender OR Request for proposal ] for: [ insert project name ] Thank you for taking part in the tender described above. The [ initial OR final ] assessment stage has now been completed. In connection with this competitive tender process, we [ regret to inform you that we ] [ have not shortlisted OR will not continue to engage with ] [ insert Tenderer’s name ]. [ Following our review of your submission, we have determined that [ insert Tenderer’s name ] [ insert high-level reason, eg may not be in a position to deliver a solution capable of meeting our needs and requirements ]. ] Should you require further details, please get in touch with [ insert name of contact ] at [ insert...
Procurement project title [ Enter the procurement project name ] Procurement project overview [ Provide a brief summary of the procurement project ] Project manager [ Enter the project manager’s name ] Project team members [ List the names of the project team members ] Project date [ State the project start date ] 1 Background summary Assess the organisation’s legal services requirements and the part the legal team will play within the procurement process, capturing current priorities and anticipated needs informed by past experience. Review the team’s strategy and, where relevant, the procurement business case underpinning the provision of legal services......
[ Insert name of organisation ] upholds the rights of individuals to equality of opportunity, equality of access, and protection from discrimination. [ Insert name of organisation ] is wholly dedicated to advancing and safeguarding the highest professional standards, and to embedding equality, diversity and inclusion ( EDI) across everything we do at all times. [ Insert name of organisation ] expects panel members to uphold this pledge fully. Please respond to all questions in this questionnaire, limiting answers to a maximum of [ insert number of words ] per question. Any requested or supporting documents must be clearly linked to the relevant question and included with your submission......
1 Introduction 1.1 Taking your holiday (annual leave) entitlement is vital for rest and recuperation, and we urge you to use your full allowance at regular points during the year. This policy explains the approach that [ enter name of organisation ] (the Company) will adopt in relation to holiday. 1.2 [ The Company requires those who wish to book time off work for religious observance, such as attendance at a particular religious festival, to use annual leave for this purpose. This policy therefore also applies to such leave requests. ] 1.3 This policy applies to all [ employees OR staff ]. It does not apply to consultants [ , contractors ] [ , volunteers ] [ , interns ]. 1.4 [ This policy has been [ agreed OR implemented following consultation ] with [ [ enter name of relevant trade union(s) ] OR [ enter name of works...
1 Legal costs There are [ two OR three ] key components to the legal costs for [ insert brief description of services, eg obtaining a grant of probate and distributing an estate ]: our fees; expenses we must settle on your behalf (often called disbursements) [ ; OR . ] [ costs that you may have to pay another party. ] Our charges Our hourly rate[s] for [ insert brief description of services ] [ is OR are ] £[ insert single hourly rate or list the rates for different fee earners ]. Typically, this kind of work requires [ insert range of...
1 Legal costs 1.1 The legal costs of [ insert brief description of services, eg obtaining a grant of probate and distributing an estate ] consist of [ two OR three ] principal elements: our fees; outlays we pay on your behalf (often referred to as disbursements) [ ; OR . ] [ costs you may need to pay to another party. ] 1.2 Our charges We apply a fixed-fee structure [ of £[ insert price excluding VAT ] OR ranging between £[ insert price excluding VAT ] and £[ insert price excluding VAT ] depending on [ insert description of the factors that will dictate where in the fixed price range your fees will fall, eg the value and complexity of your matter ] ] . [ If a matter or transaction does not reach completion, we reserve the right to...
1 Policy statement 1.1 The Company is dedicated to realising gender equality across our organisation and to putting in place sustained measures that will meaningfully advance progress in narrowing the gender pay gap. We acknowledge the value of building a more inclusive and supportive workplace and of assisting employees at varied life stages, including colleagues experiencing menopause. 2 Plan summary and scope 2.1 Plan period: [ insert period, eg April 2026– March 2027 ] 2.2 Executive sponsor: [ insert name ] 2.3 EDI lead/plan owner: [ insert name ] 2.4 Geographical scope: UK 2.5 Plan objectives: [ insert details ] 3 Legal and policy framework 3.1 Under the Employment Rights Act 2025, employers with more than 250 employees will face a statutory duty to develop an action plan addressing specified matters relating to gender equality, ie: 3.1.1 tackling the gender pay gap; and ...
1 Budget particulars Applies to: [ Insert eg, Whole firm, Conveyancing department, Charity sector etc ] Budget holder: [ Insert name and role ] Authorised by: [ Insert name and role ] Financial year: [ Insert year the budget applies to ] 2 Summary overview 2.1 The combined business development and marketing allocation for [ insert eg, the firm, the conveyancing department etc ] stands at: £[ insert amount ]......
Key information Firm name [ Insert firm name ] Role holder’s name [ Insert name ] Reporting line [ Insert, e.g. Managing Partner, Chief Operating Officer, Head of Business Development etc ] Scope of role ☐ Entire firm ☐ Department / Practice area [ Insert details ] ☐ Sector [ Insert details ] ☐ Office / Region [ Insert details ] Employment type [ Insert, e.g. Full-time/ Part-time/ Contractor ] [ If a contractor role, state contract length ] Main location [ Insert the primary base for this position—if the role holder is expected to spend regular time across multiple sites, e.g. each regional office, ensure this is...
1 Document scope This review applies to: ☐ Whole firm ☐ Department / Practice area [ Insert details ] ☐ Sector [ Insert details ] ☐ Office / Region [ Insert details ] Start date: [ insert start date ] End date or target: [ insert end date or target end date ] Owner: [ Insert name and role ] 2 Firm strategy and direction [ Insert summary of the priorities for business development. ] 3 Financial performance [ Insert overview of what the numbers indicate. ] 4 Clients and referrers [ Insert outline of what matters most for business development. ] 5 Business development and marketing activity [ Insert overview of current activity, spend, insights, and what is effective or falling short. ] 6 Lawyers and skills [ Insert synopsis of capabilities, gaps, and strengths. ] 7 Other relevant information [ Insert principal conclusions and insights. ] 8 Final...
1 Document scope Scope/level: ☐ Whole firm/ Department/ Practice area [ Insert details ]/ Sector [ Insert details ]/ Office/ Region [ Insert details ]; ☐ Local/ Regional/ National/ International; Lead/dates: [ Insert name and role ]; From [ insert start date ] to [ insert end date or target end date ] 2 UK [ and international ] environment ( Political Economic Social Technology Analysis— PEST) Political/legal; Economic; Social/demographic; Technological: [ Insert details ] 3 Regional or Local Market Analysis Economy/demographics; Business landscape; Influencers/infrastructure; Critical issues: [ Insert details ] 4 Sector analysis Overview; Regulation/governance; Organisations/media; Client needs/pressures; Intermediaries/influencers; Legal competitors: [ Insert details ] 5 Legal market developments analysis Structure/performance; Regulation/profession; Talent/recruitment; Buying behaviour; Media/commentary: [ Insert details ] 6 Competitor analysis Competitors;...
Plan summary Time period covered by this plan From [ insert start date ] to [ insert end date ] Level of plan ☐ Whole firm ☐ Department / Practice area ☐ Sector ☐ Office / Region Owner of the plan [ Insert name and role ] 1 Analysis 1.1 Internal review This part outlines our present situation. 1.1.1 [ Insert eg Firm, Department, Sector ] strategy and priorities [ Provide a concise overview of the direction, growth aims and principal priorities.]......
1 Document scope This plan pertains to: ☐ Whole firm ☐ Department / Practice area [ Provide details ] ☐ Sector [ Provide details ] ☐ Office / Region [ Provide details ] Coverage period: ☐ Next 12 months ☐ 2–3 years ☐ 3–5 years Document owner: [ Insert name and role ] Agreement date: [ Insert date ] 2 Our business development in context Scale and structure: [ Provide details, eg small / mid / large firm, departmental or sector led etc ] Primary source of work today: ☐ Existing clients ☐ Referrers / intermediaries ☐ New client acquisition ☐ Mixed Main constraints on growth: [ Provide details, eg visibility, relationships, capacity, skills, systems etc ] 3 Unifying theme The central idea underpinning our strategy is [ insert details, eg ‘ Trusted advisers to growing...
1 Document scope This plan relates to Time span covered Owner of this plan Agreement date ☐ Whole firm ☐ Department / Practice area [ Insert details ] ☐ Sector [ Insert details ] ☐ Office / Region [ Insert details ] ☐ Next 12 months ☐ 2–3 years ☐ 3–5 years [ Insert name and role ] [ Insert date ] 2 Business development aim(s) Our principal business development aim(s) are: 2.1 [ Insert first aim, eg Increase sustainable fee income while maintaining......
This outlines the nine principal stages in a decision-making process and points to decision-making tools that can support different stages along the way. It may be used in conjunction with Precedents: Decision-making guide and Decision-making framework. Information and analysis for all nine stages can be captured and consolidated within Precedent: Decision-making framework. Note 1 Stage 1 is where you define the problem or issue you intend to address, explain why a decision is required, and set out the outcomes you expect to achieve from that decision. Note 2 Stage 2 involves identifying any alternative options or solutions to your problem or issue—depending on the situation there may be a large......
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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 ]...
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