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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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This template is derived from a precedent in Inheritance Act Claims: Law, Practice and Procedure Precedents (access available by subscription). IN THE [ HIGH COURT OF JUSTICE ] CLAIM NO. HC [ ... ] [ CHANCERY DIVISION ] [ BUSINESS AND PROPERTY COURTS OF ENGLAND AND WALES ] [ PROPERTY TRUSTS AND PROBATE LIST ] IN THE MATTER OF THE ESTATE OF [ INSERT NAME ], DECEASED AND IN THE MATTER OF THE INHERITANCE ( PROVISION FOR FAMILY AND DEPENDANTS) ACT 1975 [ Name of judge ] [ Place of sitting if not in County Court in which claim was issued ] [ Date on which order is pronounced ] Parties [ INSERT NAME ] Claimant [ INSERT NAME ] (the personal representative of the deceased) [ INSERT NAME ] Defendants Order 1 Opening paragraphs [ Version 1: Where an order in favour of the claimant is made after a...
This template derives from a model set out in Andrew Francis’s Inheritance Act Claims: Law, Practice and Procedure Precedents (available by subscription). [ Endorsement regarding the party giving the statement, the date, etc., as per CPR Part 32 PD, para 17] IN THE [ HIGH COURT OF JUSTICE ] CLAIM NO.......
IN THE [ HIGH COURT OF JUSTICE ] CLAIM NO. HC [ ... This Precedent derives from a model set out in Inheritance Act Claims: Law, Practice and Procedure Precedents by Andrew Francis (access subject to subscription). [ Indorsement as to party giving statement, date etc as in CPR 32.17]......
IN THE HIGH COURT OF JUSTICE FAMILY DIVISION [ THE PRINCIPAL REGISTRY OR [location] DISTRICT PROBATE REGISTRY OR PROBATE REGISTRY OF WALES ] In the Estate of [ name ] deceased SUMMONS LET [ name ], being the [ caveator OR person warning ], or his Solicitor, appear before [ the District Probate Registrar of the [ location ] District Probate Registry OR Probate Registry of Wales at [ address ] OR one of the District Judges of this Division at the Principal Registry, First Avenue House, 42–49 High Holborn, London WC1V 6NP ] on [ date ] at [ time ] for the hearing of an application by [ name ], the [ person warning OR caveator ], seeking an order from the [ District Probate Registrar OR District Judge ] that caveat no. [ number ], entered on [ date ], shall cease to have...
Rule 44(5) Within the Family Division of the High Court of Justice [ the designated registry as specified by rule 44(15) ] To [ name ] of [ address ], a party who has lodged a caveat in the estate of [ name ], deceased......
Dear [ insert organisation name ] [ name ] Deceased (the Deceased) We represent [ name ], who is [ the residuary beneficiary under the Deceased’s Will dated [ date ] OR a beneficiary on the intestacy of the Deceased ]. Larke v Nugus statement You may know that, since 1959, the Law Society has advised that, when the validity of a Will is contested, the testator’s solicitor ought to provide a statement of evidence detailing the instructions for preparing and executing the Will, together with the surrounding circumstances......
This note offers general guidance on setting up a lifetime discretionary trust. It does not explore the tax implications in any depth. Your specialist Private Client practitioner will be able to deliver tailored advice based on the circumstances of your case. What is a trust? A trust arises when assets are transferred to trustees (who might be individuals or a trust corporation) to hold and manage for the benefit of specified individuals, called the beneficiaries. The parties are: the settlor — the person who transfers the assets to the trustees the trustees — the persons (or a trust company) who receive the assets from the settlor and must look after the trust assets for the benefit of the beneficiaries the beneficiaries — the persons who enjoy the benefit of the trust There are different types of trusts. Three main types of trusts are: bare trusts — typically used to hold assets for...
This Deed is hereby entered into on [ date ] Parties [ insert name of first personal representative ] of [ insert address ], and [ insert name of second personal representative ] of [ insert address ] (the Personal Representatives) [ insert name of beneficiary ] of [ insert address ] (the Beneficiary) OR [ insert names of trustees or person entitled to trust income ] of [ insert address ] BACKGROUND [ insert deceased’s full name ] passed away on [ insert date of death ], [ intestate, leaving [ insert details of deceased’s relatives entitled on intestacy ] surviving them OR having left a Will dated [ insert date of Will ] [ and a Codicil dated [ insert date of Codicil ] ] ] The [ insert name of Probate Registry ] Probate Registry duly issued a grant of [...
In the estate of the late [ enter name of deceased ] [ enter name of firm ][ enter firm’s address ] I, [ enter name of beneficiary ], of [ enter address ], acknowledge receipt of £[ enter amount ] from [ enter name of firm ] as the bequest made to me under the Will of the late [ enter name of deceased ]. Signed.......................................................... [ enter name beneficiary ] Dated....................................................................
In the estate of the late [ enter name of deceased ] [ enter name of firm ] [ enter firm’s address ] I, [ enter name of beneficiary ], of [ enter address ], acknowledge receipt of £[ enter amount ] from [ enter name of firm ], being an interim payment made under the [ Will of OR intestacy of ] the above‑named deceased. Signed.......................................................... [ enter name beneficiary ] Dated............................................................. ......
[ enter name of firm ] [ enter firm’s address ] In the estate of the late [ enter name of deceased ] I, [ enter name of beneficiary ], of [ enter address ], acknowledge receipt of the amount of £[ enter amount ] from [ enter name of firm ] as the concluding sum payable to me as a residuary beneficiary under the [ Will of OR intestacy of ] the above‑named deceased. Signed.......................................................... [ enter name of beneficiary ] Dated...................................................................
[ insert name of beneficiary ] [ insert address of beneficiary ] [ insert date ] The late [ name of deceased ] Dear [ insert name of beneficiary ], Further to my correspondence dated [ date of last letter ], I am pleased to advise that the personal representatives have now obtained the grant of [ probate OR letters of administration ] in respect of [ name of deceased ]’s estate. Please find enclosed a copy of the interim accounts for your reference. Once we are in receipt of all liquidated assets and the final accounts have been approved, we can proceed with the final distributions and bring the estate administration to a close. If you have any queries, please do get in touch. I look forward to hearing from you. Yours sincerely,......
[ enter name of beneficiary ] [ enter address of beneficiary ] [ enter date ] Dear [ enter name of beneficiary ] The late [ enter name of deceased ] Following my letter of [ enter date of last letter ], I am pleased to confirm that the grant of probate has now been obtained for [ name of deceased ]’s estate. I [ enclose a cheque for £[ enter amount ] OR have today transferred £[ enter amount ] to your account with [ enter name of bank ] in line with your instructions ] as an interim payment from the residuary estate. Please acknowledge safe receipt by signing and returning the enclosed receipt [ in the envelope provided ]. [ I [ also ] enclose a copy of the draft accounts for your reference, setting out the distributions made as at today. ] When all assets have been...
[ enter name of beneficiary ] [ enter address of beneficiary ] [ enter date ] Dear [ enter name of beneficiary ] The late [ enter name of deceased ] Thank you for your letter of [ enter date of letter approving accounts ] confirming approval of the accounts. I am pleased to confirm that the personal representatives are now able to finalise the administration of the estate. Accordingly, I [ enclose a cheque for the sum of £[ enter amount ] OR have today transferred the sum of £[ enter amount ] to your account with [ enter name of bank ] in accordance with your instructions ]. Please sign the enclosed receipt and return it [ in the envelope provided ]. For your records, I also enclose a copy of the final estate accounts (as approved). Should you have any questions, or if we can be of any further...
[ enter name of stockbroker ] [ enter address of stockbroker ] [ enter date ] Dear [ individual or stock broker organisation name ] Regarding the late [ name of deceased ] Shareholding: [ enter details of shareholding ]. Further to our correspondence dated [ date of last letter ], please be advised that a grant of representation has since been issued......
[ name of Pension Service office ] [ address of Pension Service office ] [ enter date ] Dear [ enter Pension Service office ] The late [ name of deceased ] National Insurance number: [ National Insurance number ] Further to our correspondence dated [ date of last letter ] we write to confirm that a......
FORTHCOMING CHANGE: The government intends to levy inheritance tax on unspent pension pots upon death, effective from 6 April 2027. For further details, please see the News Analysis item: HMRC confirms new IHT rules on unused pension funds to apply from 6 April 2027......
[ enter name of estate agent ] [ enter address of estate agent ] [ enter date ] Dear [ enter organisation name ] The late [ enter name of deceased ] of Property: [ enter address of property being sold ] Further to our letter dated [ enter date of last letter ], please note that a grant of representation has now been obtained in the above estate, confirming the personal representatives’ authority to handle the property. We enclose an office copy of the grant for your consideration and return. We look forward to hearing from you regarding the sale of the property. If you have any queries in the meantime, please let us know. Yours sincerely......
[ enter name of employer ] [ enter address of employer ] [ enter date ] Dear [ organisation name ] The late [ name of deceased ] [ enter department or employee number if relevant ] Further to our letter of [ date of last letter ], we hereby write to confirm a......
[ enter name of debtor ] [ enter address of debtor ] [ enter date ] Dear [ organisation name ] The late [ name of deceased ] [ enter details of debt eg account details ] Further to our correspondence dated [ enter date of last letter ], we confirm that a grant of representation has now been obtained for the above estate. An office copy of the grant is enclosed for your review; please return it thereafter. Kindly arrange to [ credit our firm’s client account (in the name of [ name of client account ] with sort code [ client account sort code ] and account number [ account number ] using the reference [ eference for the account ]) OR provide a cheque addressed to this firm ] for the balance payable to the estate. [ We attach the personal...
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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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