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EMPLOYMENT

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

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DISPUTE RESOLUTION

[ 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

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COMMERCIAL

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

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BANKING & FINANCE

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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PRECEDENTS

This paper offers broad guidance on certain key considerations when pursuing an administration action of this nature. Your dedicated Private Client specialist can provide bespoke advice tailored to your particular circumstances and needs. What is an administration action When beneficiaries of an estate are worried that the personal representatives (the executors or administrators) are not managing the estate correctly, they will want guidance on the options available rather than standing by as matters worsen, with the potential for significant financial and avoidable loss to the estate’s value and their inheritance, over time. A personal representative can be liable for wasting the estate, or for breaching their duties. The personal representatives have an obligation to call in the deceased’s estate, settle the deceased’s liabilities and distribute the remainder of the estate (after deduction of all tax and administration expenses) in accordance with the terms of the Will or the...

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PRECEDENTS

[ Your ] Will—explanatory note This note sets out the main terms of your Will in plain language. Please review it alongside your Will. If anything does not reflect what you intend, please tell [ me OR [ name of person to contact ] ] before you sign. Revocation By signing this Will, all earlier Wills and codicils relating to [ your UK estate OR your worldwide estate ] are revoked. Accordingly, only this Will records your wishes on death. [ International aspects ] [ [ Your Will only concerns your UK property [ and your property outside the UK will be dealt with by a separate, local Will OR and your property outside the UK has already been dealt with by a separate, local Will ] OR Your...

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PRECEDENTS

[ Your ] Will—[ name of testator ]—explanatory note This note sets out the key provisions of your Will in clear, everyday language. Please read it carefully alongside your Will. If anything does not reflect your wishes, please tell [ me OR [ name of person to contact ] ] [ before you sign ]. Revocation When you sign this Will, any earlier Wills or codicils relating to [ your UK estate OR your worldwide estate ] are revoked. As a consequence, this Will records your wishes on death in relation to [ your UK estate OR your worldwide estate ]. [ International aspects [ [ Your Will only deals with your UK property [ and your property outside the UK will be dealt with by a separate local Will OR and...

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PRECEDENTS

[ Your ] Will—[ name of testator ]—[ explanatory note ] This [ explanatory note ] sets out the key provisions of your Will in plain language. Please review it carefully alongside your Will. If anything does not match your wishes, please inform [ me OR [ name of person to contact ] ] [ before you sign. ] . 1 Revocation When you execute this Will, all earlier Wills and codicils concerning [ your UK estate OR your worldwide estate ] are cancelled. As a result, only this Will records your wishes on death in relation to [ your UK estate or OR your worldwide estate ] . [ The Will is made in contemplation of marriage/civil partnership to [ name of intended spouse/civil partner ] [ and will only take effect if the marriage/civil partnership takes place ] .......

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PRECEDENTS

[ Your ] Will—[ name of testator ]—[ explanatory note ] This [ explanatory note ] outlines the principal provisions of your Will. Please read this [ explanatory note ] together with your Will carefully. If, after considering this [ explanatory note ] and your Will, you decide that any part of your Will does not accurately reflect your intentions, please inform [ me OR [ name of person to contact ] ] [ before you sign your Will ] . Revocation Upon signing this Will, all earlier Wills or codicils concerning [ [your UK estate OR OR your worldwide estate] ] are cancelled. Consequently, only this Will records your wishes on death. [ The Will is made in contemplation of marriage/civil partnership to [ name of intended spouse/civil partner ] [ and will only take effect if the...

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PRECEDENTS

Notwithstanding the provisions of [ insert clause number granting the trustees authority to invest ] the said Trustees shall not (whether in exercise of the investment authority conferred by clause [ insert clause granting the trustees authority to invest ] or of the general power of investment contained in the Trustee Act of 2000, section 3) invest in the shares, stock, debentures, loan stock, or other securities of any company which is, or any of whose subsidiaries are, engaged in any of the following specified activities [ insert details ]......

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PRECEDENTS

To choose solely those investments that the Trustees, at their unfettered discretion, deem ethically permissible, without incurring liability for any loss whatsoever that may thereby arise to the Trust Fund......

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PRECEDENTS

Parties THIS DEED is executed on [ date ] 1 [ Insert names of statutory beneficiaries entitled on intestacy ] of [ insert addresses of statutory beneficiaries entitled on intestacy ] (the Statutory Beneficiaries ) 2 [ Insert names of administrators ] of [ insert addresses of administrators ] (the Administrators ) BACKGROUND ( A) [ Insert name of deceased ] (the Deceased ) died intestate upon [ insert date of death ] survived by the Statutory Beneficiaries who constitute the Deceased’s [ [ [ surviving spouse OR civil partner ] ] AND [ [ insert details of surviving relatives who are entitled on intestacy ] all of full age ] ] ......

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PRECEDENTS

THIS DEED is dated [ insert date ] Parties 1 [ Insert names of legatees in the Will ] of [ insert addresses of legatees in the Will ] (the Legatees ) 2 [ Insert names of residuary beneficiaries in the Will ] of [ insert addresses of residuary beneficiaries in the Will ] (the Residuary Beneficiaries ) 3 [ Insert names of executors ] of [ insert addresses of executors ] (the Executors ) BACKGROUND ( A) [ Insert name of deceased ] (the Deceased ) died on [ insert date of death ] leaving their final Will dated [ insert date of last Will ] (the Original Will ) ( B) [ Probate of the Original Will was granted......

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PRECEDENTS

THIS DEED THIS DEED is executed on [ date ] Parties [ Names of statutory beneficiaries entitled on intestacy ] of [ addresses ] (the Statutory Beneficiaries) [ Name of new beneficiary of inserted legacy ] of [ address ] (the New Beneficiary) [ Names of administrators ] of [ addresses ] (the Administrators) BACKGROUND ( A) [ Name of deceased ] (the Deceased) died without leaving a will on [ date of death ], and was survived by the Statutory Beneficiaries, being the Deceased’s [ [ [ surviving spouse OR civil partner ] ] AND [ [ details of surviving relatives who are entitled on intestacy ] all of full age ] ]......

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PRECEDENTS

THIS DEED is executed on [ date ] Parties 1 [ Names of residuary beneficiaries entitled under the Will ] of [ addresses ] (the Residuary Beneficiaries ) 2 [ Name of new beneficiary of inserted legacy ] of [ address ] (the New Beneficiary ) 3 [ Names of executors ] of [ addresses ] (the Executors ) BACKGROUND ( A) [ Name of deceased ] (the Deceased ) died on [ date of death ] , leaving a final Will dated [ date of last Will ] (the Will)......

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PRECEDENTS

Having already transferred money or property to several of my children absolutely I therefore require the children named below to collate into hotchpot, on the division of my Residuary Estate, the respective amounts specified, namely: [ name of child ] the sum of £[ sum ] [ name of child ] the sum of £[ sum ] [ name of child ] the sum of £[ sum ] [ I further stipulate that where any such child is granted, under this Will, a life interest only in a share of my Residuary Estate and, under the provisions of this Will, some other person or persons shall by substitution take the share in my Residuary Estate originally given to that child, the sum required to be brought into account by that child shall be brought into account both against that child and against all persons with an interest in that...

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PRECEDENTS

I bequeath [ free of tax ] to [ name of donee ] of [ address of donee ] all my items of personal, domestic, household or garden use or decoration excluding those that are the subject of particular gifts in this Will or any codicil to it......

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PRECEDENTS

1 Gift of property 1.1 I leave, free of tax, my property described as [ full address and description of the property ] or any other property that I own as my main residence at the time of my death (the Property), together with all furniture, soft furnishings and items of domestic, household or garden use or ornament in or around the Property (the Contents), to my Trustees on the following trusts. 1.2 In this clause, the Property Fund shall refer to the Property and the Contents and all property from time to time standing in their place......

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PRECEDENTS

IN WITNESS Whereof this Will is executed by me, [ name of patient ], through [ name of authorised person ], pursuant to the [ order of the Court of Protection OR Order mentioned above ], on [ date ]. SIGNED by [ name of patient ], acting by [ name of authorised person ], and by [ name of authorised person ] in their own name, in accordance with the order of the Court of Protection dated [ date ], in our presence and witnessed by us in the presence of [ name of authorised person ]. Affixed with the Official Seal of the Court of Protection this [ number ] day of [ month ] [ year ]. [ name of patient ] [ signature of authorised person ] Witness 1 Signature...

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PRECEDENTS

AS WITNESS I sign this ............ day of .................................... 20.........

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PRECEDENTS

IT IS ORDERED that: 1 Allocation 1.1 Allocation to Multi- Track This claim is assigned to the multi-track. 1.2 Allocation to Management Track This claim falls within the following management track: Case managed by a Master with the trial before a Judge Case management and the trial to be conducted by a Judge (full docketing) Case management and trial to be undertaken by a Master Case management shared between Judge and Master, with the trial before a Judge 2 Alternative dispute resolution This claim is stayed until [ date ] to allow the parties to attempt settlement through alternative dispute resolution or other means. At the end of that period, the parties must notify the Court in writing whether a settlement has been reached. At the same time, they must lodge either: (if settled) a draft consent Order signed by all parties; or (if not...

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PRECEDENTS

Key points A client’s domicile largely determines the law that will regulate succession to their estate. While domicile can be altered, it calls for meticulous planning and is best tackled as early as possible. Whether the client should have a single Will, separate Wills for each jurisdiction with which they are connected, or no Will at all, depends on their full circumstances. Seek guidance from qualified practitioners in every jurisdiction where the client has property or family connections. Keep arrangements under regular review, especially whenever the client’s circumstances change. Domicile Domicile is a legal status, often described as a form of personal law, that ties an individual to the legal system of a particular jurisdiction. It is distinct from residence or nationality, although those factors may assist in determining domicile. A person is commonly domiciled where they maintain a...

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PRECEDENTS

This Agreement is dated [ insert day ] of [ insert month ] 20 [ insert year ] Parties [ Insert full name and address of the claimant seeking [increased] financial provision from the Estate ] ( Party A ) [ Insert full name(s) and address(es) of the individual personal representative(s), or the company name, number and registered office address of any trust corporation ] ( Party B ) [ Insert full name(s) and address(es) of the other defendants to the claim ] ( Party C ) Each is a ‘ Party’, and together they are the ‘ Parties’ WHEREAS The Deceased passed away on [ date ], was domiciled in England and Wales, and was survived by [ list of family and dependants ] The Deceased [ left a final will and testament dated [ date ] OR died...

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PRECEDENTS

This note offers broad guidance on several core considerations when pursuing a family provision claim (a claim under the Inheritance ( Provision for Family and Dependants) Act 1975 ( I( PFD) A 1975)). Your dedicated Private Client adviser can deliver bespoke guidance aligned to your individual situation. What is a family provision claim? People in England and Wales may generally distribute their estate to whomever they choose. This contrasts with many legal systems where forced heirship dictates beneficiaries, or earmarks parts of an estate, on death. Yet, this freedom of testation here is limited by statute. The Inheritance ( Provision for Family and Dependants) Act 1975 ( I( PFD) A 1975) permits certain classes of individuals, who were financially dependant on the deceased, to pursue a claim against the estate for reasonable financial provision. Such applications are commonly described as family provision claims,...

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When evaluating a general damages claim, the practitioner ought initially to refer to the Judicial College Guidelines (JCG)...

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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...

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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 ...

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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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