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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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CLAIM NUMBER [ enter number ] [ IN THE HIGH COURT OF JUSTICE, BUSINESS AND PROPERTY COURTS, PROPERTY, TRUSTS AND PROBATE LIST ( Ch D) ] Concerning the estate of the late [ enter name of the deceased ] ( Probate) [ enter name ] Claimant AND [ enter name(s) ] Defendant[s] Dated [ enter date ] APPLICATION NOTICE [ Enter name of the law firm ] I am [ Claimant OR Legal Representative OR [ provide particulars ] ] [ I represent [ if legal representative, identify party represented ] ]......
This note offers general guidance on agricultural property relief ( APR) from inheritance tax ( IHT) applying on or after 6 April 2026, for non-legal professionals preparing a Will, and for personal representatives, trustees and beneficiaries of estates or trusts that include agricultural property. Your Private Client practitioner can provide tailored advice to suit your circumstances. As widely reported, the government has introduced changes to how IHT is charged on farms and agricultural property from April 2026 by amending agricultural property relief ( APR). Comparable changes limit the IHT relief for business property by restricting business property relief ( BPR). These reforms take effect mainly from 6 April 2026, though certain gifts or transfers to trusts made since 30 October 2024 are also within scope. This guide is intended to help you grasp what APR is and when it might be claimed. The...
Case Ref: [ insert ] THIS ORDER SHALL BE INVALID UNLESS THE IMPRESSED SEAL OF THE COURT OF PROTECTION APPEARS ON EVERY PAGE COURT OF PROTECTION MENTAL CAPACITY ACT 2005 Concerning [ insert name of party ] Issued by District Judge [ insert name ] [ or authorised officer ] at [ insert address ] [ or regional court address ] on [ insert date ] ORDER UPON......
[ Insert Firm details ] [ Addressee—insert name and address of expert ] [ Date of letter ] Private and confidential Dear [ insert name of expert ] Letter of Instruction Case heading In the Late Estate of [ insert name ] Deceased (‘the Deceased’) We represent [ insert name ] (‘ Our Client’), the Deceased’s [ son OR daughter ]. We ask that you provide expert opinion on whether the Deceased had testamentary capacity to prepare and sign [ her OR his ] Will dated [ insert day ] of [ insert month ] [ insert year ] (the Will). This letter outlines the factual background, identifies the principal documents, and sets out the matters you should consider. As an expert witness, you will be expected to: Prepare an expert report; Respond to any questions arising from that report; Where appropriate, confer with the other side’s expert; and Give...
[ enter organisation name ] [ enter organisation address ] Dear [ enter organisation name ] Letter of Authorisation relating to the estate of the late [ enter full name of deceased ] We act as [ executors OR administrators ] for the estate of the late [ enter full name of deceased ] who died on [ enter date of......
THIS DEED is made and entered into on [ date ] Parties [ Name of spouse or civil partner who is a statutory beneficiary entitled on intestacy ] of [ address ] (being the [ Surviving Spouse OR Surviving Civil Partner ]) [ Names of deceased’s children who are statutory beneficiaries entitled on intestacy ] of [ addresses ] (the Children) [ Names of administrators ] of [ addresses ] (being the Administrators) BACKGROUND [ Name of deceased ] (the Deceased) died without a will on [ date of death ], then leaving the [ Surviving Spouse OR Surviving Civil Partner ] and the Children surviving, being the Deceased’s [ Surviving Spouse OR Surviving Civil Partner ] and children, each of full age. By virtue of section 46(1) of the Administration of Estates Act 1925, the [ Surviving Spouse OR...
IN THE SHERIFFDOM OF [ insert name of Sheriff Court ] INITIAL WRIT in causa [ insert name of pursuer ], resident at [ insert address of pursuer ] PURSUER versus (1) [ insert name of first defender ], resident at [ insert address of first defender ], (2) [ insert name of second defender ], resident at [ insert address of second defender ] and (3) [ insert name of third defender ], resident at [ insert address of third defender ] DEFENDERS __________________________ The Pursuer craves the Court: 1.......
THIS DEED is entered into on [ date ] Parties [ Names of residuary beneficiaries ] of [ address ] (the Residuary Beneficiaries) [ Name of charity beneficiary ] of [ addresses ] (the Charity) [ Names of Executors ] of [ addresses ] (the Executors) BACKGROUND [ Name of deceased ] (the Deceased) passed away on [ date of death ], having made their last Will dated [ date of last Will ] (the Will). [ A grant of probate for the Will was obtained from the [ Principal OR [ name ] District Probate ] Registry of the Family Division of the High Court by the Executors on [ date of grant ]. OR No grant of probate has yet been obtained by the Executors ]. Pursuant to clause [ insert clause number from the Will relating to the...
Claimant [ initial and family name ]: First: [ date ] BEFORE [ HIGH COURT OF JUSTICE ] [ CHANCERY DIVISION ] [ BUSINESS AND PROPERTY COURTS OF ENGLAND AND WALES ] [ PROPERTY, TRUSTS AND PROBATE LIST ] Claim Reference......
AT THE [ HIGH COURT OF JUSTICE ] [ CHANCERY DIVISION ] Claim Number [ xxx ] [ BUSINESS AND PROPERTY COURTS OF ENGLAND AND WALES ] [ PROPERTY, TRUSTS AND PROBATE LISTt ] Before [ name ] Dated [ date ] [ Claimant’s name ] Claimant and [ Trustee ] [ Trustee ] [ Adult beneficiary ] [ name of beneficiary ] (a child by [ name ] his/her litigation friend) [ name of beneficiary ] (a child by [ name ] his/her litigation friend) Defendants _____________________________________ DRAFT/ SCHEME OF ARRANGEMENT _____________________________________ For this Arrangement, the expressions set out below shall, insofar as the context allows, carry the following definitions: 1.1 ‘ The Trust’ refers to the trust deed dated [ x ] and described as [ y ]; 1.2 ‘ The Operative Date’ signifies the date of the Order of [ Master x ] by which this...
Defendants: [ initial and surname ]: first: [ exhibits ]: [ date ] WITHIN THE [ HIGH COURT OF JUSTICE ] [ CHANCERY DIVISION ] Claim Reference...
Claimant [ initial and surname ] — First: [ date ] — In the [ HIGH COURT OF JUSTICE ], [ CHANCERY DIVISION ], within the [ BUSINESS AND PROPERTY COURTS OF ENGLAND AND WALES ], under the [ PROPERTY, TRUSTS AND PROBATE LIST ] — Claim No......
Claimant: [ initial and surname ]; 1st: [ date ] IN THE HIGH COURT OF JUSTICE BUSINESS AND PROPERTY COURTS [ OF ENGLAND AND WALES OR IN [ location ] ] PROPERTY, TRUSTS AND PROBATE LIST ( Ch D) Claim No: [ x ] [ x ] and [ x ] [ x ] (a child by [ name ] his/her litigation friend) etc... WITNESS STATEMENT OF [ x ] I, [ name ], of [ address/workplace ], [ occupation ], [ WILL SAY AS FOLLOWS ]: I am the Claimant in these proceedings and the [ position under the trust ] of the trust dated [ xxx ], called the [ xxx Trust ] (the Trust)......
[ IN THE HIGH COURT OF JUSTICE ] [ Chancery Division ] Claim No [ xxx ] [ Business and Property Courts of England and Wales ] [ Property, Trusts and Probate List ] Before [ name ] Dated [ date ] [ Claimant’s name ] as Claimant and [ Trustee ] [ Trustee ] [ Adult beneficiary ] [ Name of beneficiary ] (a child by [ name ] his/her litigation friend) [ Name of beneficiary ] (a child by [ ......
Claim No [ number ] [ IN THE HIGH COURT OF JUSTICE ] [ Business and Property Courts of England and Wales ] [ Property, Trusts and Probate List ] Before [ Judge ] Dated: [ date ] [ x ] and [ x ]; [ x ] (a minor, by [ name ] his/her litigation friend) etc......
IN THE HIGH COURT OF JUSTICE Chancery Division Property, Trusts and Probate List [ Claimant ] Claimant and [ Trustee ] [ Trustee ] [ Adult beneficiary ] [ Beneficiary ] (a child by [ name ] his/her litigation friend) etc… [ ultimate default beneficiary ] Defendants Details of Claim The Claimant[ s ] request[ s ]: An order under section 1 of the Variation of Trusts Act 1958 approving, on behalf of the [ x ] Defendant and all [ unborn, ] [ unknown or unascertained ] persons who may later become beneficially entitled under the trust instrument dated [ x ] and called [ y ] (the Settlement), an arrangement varying the trusts in the form set out in the schedule to the draft order exhibited to the Claimant’s witness statement, or with such amendments as the Court may approve. Provision for the costs of this...
IN THE [ HIGH COURT OF JUSTICE ] [ Chancery Division ] [ Business and Property Courts of England and Wales ] [ Property, Trusts and Probate List ] Before [ name ], dated [ insert date of Order ] [ In the Estate of [ name ] deceased ] [ X ] Claimant, and [ X ] [ X ] (a child by [......
IN THE [ HIGH COURT OF JUSTICE ] [ Chancery Division ] [ Business and Property Courts of England and Wales ] [ Property, Trusts and Probate List ] [ X ] Claimant against [ X ] [ X ] (a child by [ name ] his/her litigation friend) etc... Defendants Details of Claim The Claimant [ s ] request [ s ]: the authoritative and correct interpretation of clause [ x ] within the [ trust deed dated xxx ], and in particular [ provide a concise outline of the issue that has arisen concerning interpretation of the trust instrument ] that the [ x ] Defendant be duly appointed to act for [ xxx ] that reasonable provision be made for the costs of this application insofar as may reasonably be required for the proper...
IN THE [ HIGH COURT OF JUSTICE ] [ Chancery Division ] Claim No. [ xxx ] [ Business and Property Courts of England and Wales ] [ Property, Trusts and Probate List ] Before [ name ] Dated [ date ] [ Claimant’s name ] Claimant and [ Trustee ] [ Trustee ] [ Adult beneficiary ] [ Name of beneficiary ] (a child by [ name ] his/her litigation friend) [ Name of beneficiary ] (a child by [ name ] his/her litigation friend) [ Ultimate default beneficiary ]......
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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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