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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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FORTHCOMING CHANGE: Potential changes to Wills Act 1837 The Law Commission’s review of wills culminated in a final report on 16 May 2025. Volume II contains a Draft Bill proposing replacement of the Wills Act 1837. For details of these proposals, including the published draft legislation, see Practice Note: Hot topic—modernising Wills and Modernising wills: Final Report Volume II: Draft Bill for a new Wills Act. STOP PRESS: Abolition of non-dom regime and introduction of residence-based IHT regime The Finance Act 2025 ( FA 2025), which received Royal Assent on 20 March 2025, implements the abolition of the remittance basis and introduces a residence-based regime from 6 April 2025. FA 2025 makes residence, rather than domicile, the main determinant of liability to inheritance tax. changes to the rules defining excluded property status; removal of protected settlements status for offshore trusts; and ...
FORTHCOMING CHANGE: Potential changes to Wills Act 1837 On 16 May 2025, the Law Commission’s review of wills issued its final report, with Volume II setting out a draft Bill to replace the Wills Act 1837. For further detail on these proposals, and the published draft legislation, see Practice Note: Hot topic—modernising Wills and Modernising wills: Final Report Volume II: draft Bill for a new Wills Act, as outlined therein. STOP PRESS: Abolition of non-dom regime and move to a residence-based IHT regime, in particular. The Finance Act 2025 ( FA 2025), which obtained Royal Assent on 20 March 2025, enacts the end of the remittance basis of taxation and introduces a residence-based approach from 6 April 2025. FA 2025 also displaces domicile as the principal determinant of liability to inheritance tax. Additional measures revise the rules for excluded property status, remove protected...
FORTHCOMING CHANGE: Potential changes to Wills Act 1837 The Law Commission’s review of Wills issued its final report on 16 May 2025, with Volume II containing a draft Bill intended to replace the Wills Act 1837. For information on these changes, and the published draft legislation, see Practice Note: Hot topic—modernising Wills and Modernising wills: Final Report Volume II: draft Bill for a new Wills Act. STOP PRESS: Abolition of non-dom regime and introduction of residence-based IHT regime. Finance Act 2025 ( FA 2025), which received Royal Assent on 20 March 2025, implements legislation abolishing the remittance basis of taxation and introducing a residence-based regime, commencing on 6 April 2025. FA 2025 also replaces domicile as the key factor in establishing liability to inheritance tax. Other changes include amendment of the rules determining excluded property status, the abolition of protected settlements status of offshore trusts, and...
FORTHCOMING CHANGE: Potential changes to Wills Act 1837 The Law Commission’s review of wills released its final report on 16 May 2025. In Volume II it includes a draft Bill proposing replacement of the Wills Act 1837. For further details about these proposals, and the published draft legislation, refer to Practice Note: Hot topic—modernising Wills and Modernising wills: Final Report Volume II: draft Bill for a new Wills Act. 1 Revocation I [ full name of testator ] of [ address of testator ] hereby revoke any and all earlier testamentary dispositions made by me [ to the extent that and so far only as they affect my property of every kind in the United Kingdom of Great Britain and Northern Ireland ] and state that this is my last Will. [ I also revoke all previous appointments of guardians of my minor children made by me...
FORTHCOMING CHANGE: Potential changes to Wills Act 1837 The Law Commission’s review of wills concluded with a final report on 16 May 2025, and Volume II contains a draft Bill proposing a replacement for the Wills Act 1837. For further details of these proposals, together with the published draft legislation, refer to Practice Note: Hot topic—modernising Wills and Modernising wills: Final Report Volume II: draft Bill for a new Wills Act STOP PRESS: Abolition of the non-dom regime and the introduction of a residence-based IHT regime. The Finance Act 2025 ( FA 2025), which received Royal Assent on 20 March 2025, enacts the removal of the remittance basis of taxation and replaces it with a residence-based system, taking effect from 6 April 2025. FA 2025 also substitutes domicile as the principal factor for establishing liability to inheritance tax. Other reforms include amendments to the rules...
FORTHCOMING CHANGE: Potential changes to Wills Act 1837 The Law Commission’s review of wills issued its final report on 16 May 2025, with Volume II containing a draft bill to replace the Wills Act 1837. For details of these proposals, including the published draft legislation, see Practice Note: Hot topic—modernising Wills and Modernising wills: Final Report Volume II: draft Bill for a new Wills Act. STOP PRESS: Abolition of non-dom regime and introduction of residence-based IHT regime The Finance Act 2025 ( FA 2025), which obtained Royal Assent on 20 March 2025, legislates for the abolition of the remittance basis and brings in a residence-based regime from 6 April 2025. FA 2025 also removes domicile as the primary basis for establishing inheritance tax liability. Other reforms include: Amendments to the rules determining excluded property status Abolition of protected settlements status for offshore trusts ...
FORTHCOMING CHANGE: Potential changes to Wills Act 1837 On 16 May 2025, the Law Commission’s review of Wills published its final report, formally setting out its conclusions, with Volume II containing a draft Bill intended to supersede the Wills Act 1837. For details of these proposals, including the published draft legislation, consult Practice Note: Hot topic—modernising Wills and Modernising wills: Final Report Volume II: draft Bill for a new Wills Act. STOP PRESS: Ending the non-dom regime and moving to a residence-based IHT regime. The Finance Act 2025 ( FA 2025), which obtained Royal Assent on 20 March 2025, enacts legislation for the removal of the remittance basis of taxation and substitutes a residence-based system commencing on 6 April 2025. It also displaces domicile as the principal determinant of inheritance tax ( IHT) liability for individuals. Further measures cover revisions to the rules for...
FORTHCOMING CHANGE: Potential changes to Wills Act 1837 The Law Commission’s review of Wills delivered its final report on 16 May 2025, with Volume II setting out a draft bill intended to replace the Wills Act 1837. For further details on the proposals, including the published draft legislation, see Practice Note: Hot topic—modernising Wills and Modernising wills: Final Report Volume II: draft Bill for a new Wills Act. STOP PRESS: Abolition of non-dom regime and move to a residence-based IHT framework. Finance Act 2025 ( FA 2025), which secured Royal Assent on 20 March 2025, enacts the end of the remittance basis of taxation and introduces a residence-based system from 6 April 2025. FA 2025 also replaces domicile as the key factor determining liability to inheritance tax. Revisions to the rules for establishing excluded property status Removal of protected settlements status for offshore...
FORTHCOMING CHANGE: Potential changes to Wills Act 1837 The Law Commission’s review of wills published its final report on 16 May 2025, with Volume II setting out a detailed draft Bill intended to supersede the Wills Act 1837. For further details of these proposals, including the published draft legislation, see Practice Note: Hot topic—modernising Wills and Modernising wills: Final Report Volume II: draft Bill for a new Wills Act. STOP PRESS: Abolition of non-dom regime and introduction of residence-based IHT regime Finance Act 2025 ( FA 2025), which received Royal Assent on 20 March 2025, legislates to abolish the remittance basis of taxation and to introduce a residence-based regime with effect from 6 April 2025. FA 2025 also displaces domicile as the principal factor in determining liability to inheritance tax. Further measures include revising the rules for excluded property status, abolishing the protected...
This Deed is executed on [ date ] Parties [ insert name ] of [ insert address ] and [ insert name ] of [ insert address ] (the Retiring Trustees) [ insert name ] of [ insert address ] and [ insert name ] of [ insert address ] (the New Trustees) Background This Deed is supplemental to: (i) a trust (the Trust) dated [ insert date ], entered into between [ insert name ] (1) and [ insert name ] and [ insert name ] (2) (the Trust Deed); and (ii) the deeds and events described in Schedule 1 The Retiring Trustees are, at present, the trustees of the Trust. Pursuant to clause [ insert number ] of the Trust Deed, the Retiring Trustees have authority to appoint new or additional trustees of the Trust. ......
This Deed is executed on [ date ] Parties 1 [ insert name ] of [ insert address ] together with [ insert name ] of [ insert address ] (the Trustees ) and 2 [ insert name ] of [ insert address ] (the Appointor ) Background ( A) This Deed supplements: (i) a trust (the Trust ) dated [ insert date ] and constituted by [ insert name ] and [ insert name ] and [ insert name ] (the Trust Deed ) and (ii) those deeds and events set out in [ the ] the Schedule. ( B) The Trustees are currently the trustees of the Trust. ( C) The Appointor is the present Appointor of the Trust......
This Deed is entered into on [ date ] Parties [ Insert name ] of [ insert address ] together with [ insert name ] of [ insert address ] (the Appointor); [ Insert name ] of [ insert address ] and [ insert name ] of [ insert address ] (the Outgoing Trustees); and [ Insert name ] of [ insert address ] alongside [ insert name ] of [ insert address ] (the New Trustees). Background This Deed is supplemental to: (i) a trust (the Trust) dated [ insert date ], created between [ insert name ] (1) and [ insert name ] and [ insert name ] (2) (the Trust Deed); and (ii) the deeds and events set out in Schedule 1. The Outgoing Trustees are currently the trustees of the Trust. The Appointor is...
I, [ insert name ], of [ insert address ], state that this is the [ first OR second ] codicil to my Will, which is dated [ date of Will ] [ as amended by my first codicil dated [ date of first codicil ] ] (my Will). Change of executor and trustee Under clause [ clause number in Will appointing executor ] of my Will, I named [ name of executor in Will ] as an executor and trustee of my Will. [ [ Name of executor ] died on [ date of death ]. ......
Introduction Minutes capturing the meeting convened at [ place ] on [ date ] for the trustees of the [ name ] Trust, founded on [ date ] by [ name ]......
Introduction Attendees [ list attendees ] Apologies [ list any apologies ] Introductory words about the meeting Investment performance Investment advisers might attend to present updates on the investment performance across all portfolios. Trust [ 1 ] Trust accounts Tax return and taxation issues Budget Assessment of investments Payments to beneficiaries Trust [ 2 ] Trust accounting Tax return and taxation matters Budgeting Review of investments Allocations to beneficiaries Trust [ 3 ] Trust accounts Tax return and taxation matters Budget Assessment of investments eg Trustee Act 2000 compliance, management agreements Distributions to beneficiaries Date of next meeting AOB ......
[ Your ] Discretionary trust—[ name of settlor ]— [ explanatory note OR summary ] This [ explanatory note OR summary ] outlines the key provisions of your Discretionary Trust. Please review this [ explanatory note OR summary ] and your Discretionary Trust carefully. If, after reading this [ explanatory note OR summary ] and your Discretionary Trust, you decide that any provisions of your Discretionary Trust do not accurately reflect your wishes, please inform [ me OR [ name of person to contact ] ] [ before you sign your Discretionary Trust ]. Parties This clause confirms that you are the person creating the Discretionary Trust, known as the settlor, and that the initial trustees are [ insert names ]. As discussed, you should appoint only trustees you trust completely and who you are...
This Deed is executed on [ date ] Parties [ donor ] of [ address ] (the Donor) [ trustees ] of [ addresses ] (the Trustees) BACKGROUND ( A) The Trustees are currently the trustees of a trust dated [ date ] and constituted between (1) [ settlor ] (the Settlor) and (2) the......
On [ date ] [ trustees ] of [ addresses ] (the Trustees ) hereby duly execute this Deed. Background ( A) This Deed is supplementary to a trust dated [ date ] and made between [ parties ] (the Trust ). ( B) The Trustees remain the current trustees of the Trust......
On [ date ] this Deed is executed by [ trustees ] of [ addresses ] (the Trustees ). Background ( A) This Deed is supplementary to a trust dated [ date ] and executed between [ parties ] (the Trust ). ( B) The Trustees are the current trustees of the Trust......
By [name of granter] In support of [names(s) of Attorney(s)] ( Continuing and Welfare Attorney(s)) [ year ] [ Agent details ] Reference: [ ...
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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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