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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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[ enter name of credit card company ] [ enter address of credit card company ] [ enter date ] Dear [ enter organisation name ] The late [ enter name of deceased ] Account number(s): [ enter details of account(s) held ] Further to our correspondence dated [ enter date of last letter ], please note that a grant of representation has since been granted in respect of the above estate, and we are therefore in a position to address the estate’s liabilities. An official copy of the grant is enclosed for your perusal and return. Kindly issue an updated statement for settlement on the [ enter date payment will be made ]. We look forward to your prompt reply. Yours sincerely......
[ enter name of registrar ][ enter address of registrar ][ enter date ] Dear [ organisation name ] The late [ name of deceased ] Shareholding: [ enter details of shareholding ]. Further to our correspondence of [ date of last letter ], note that a grant of representation has been granted in respect of the estate referred to above......
[ enter name of company ] [ enter address of company ] [ enter date ] Dear [ enter organisation name ] The late [ name of deceased ] Policy number(s): [ policy number(s) ] We refer back to our correspondence dated [ date of firm’s last letter ] and your......
[ enter name of client ] [ enter address of client ] [ enter date ] Dear [ enter name of client ] The late: [ enter name of deceased ] [ As discussed, ] please find enclosed [ a copy of the letter OR copies of the letters ] from [ enter name(s) of organisation(s) ], [ together with [ a copy OR copies ] of my [ response OR responses ] ], for your records. The enclosed correspondence should be clear in itself; however, if you have any queries, please do let me [ or [ insert name of colleague ] ] know. Yours sincerely......
[ insert name of client ] [ insert address of client ] [ insert date ] Dear [ insert name of client ] Estate of [ ...
[ Insert name of company ] [ Insert address of company ] [ Insert date ] Dear [ insert organisation name ] The late [ insert name of deceased ] Reference: [ insert details of account number or policy ] Further to our correspondence dated [ insert date of first letter ], which notified you of the death of the late [ insert name of deceased ] on [ date insert of death ], we have not received your reply to date. Should you need any additional information to assist your response, please contact [ insert contact details ]. We would welcome hearing from you at your earliest convenience. Yours sincerely......
[ Enter name of debtor or creditor ][ Enter address of debtor or creditor ][ Enter date ] Dear [ [ enter organisation name ] OR [ enter name of debtor or creditor ] ] The late [ enter name of deceased ] Reference [ enter details of the account e.g. account number or debt or liability ] Address [......
This note sets out clear, broad guidance on what to do straight after a death and outlines the standard probate process for lay personal representatives and grieving close relatives. See the Probate—client guide as well. A probate practitioner can offer bespoke advice suited to your particular situation and circumstances. Coping with a loved one’s death brings numerous difficulties, emotional as well as practical. If you are a personal representative ( PR) formally handling the estate—the assets and belongings of the person who has died—as an executor or administrator, you may encounter an unfamiliar role with jargon that feels odd and confusing. In the days after a death, various practical matters can arise, sometimes unexpectedly and at short notice. This guidance is designed to help you decide what requires prompt attention and what can sensibly wait for the coming...
[ enter name of chartered surveyor ] [ enter address of chartered surveyor ] Dear [ organisation name ] The late [ name of deceased ] [ Property OR Land ] address: [ address of deceased’s property or land to be valued ] We act on behalf of the personal representatives of the late [ name of deceased ], who passed away on [ date of death ]......
This document offers general guidance on the probate process for non‑professional personal representatives and bereaved family members. Your probate practitioner can provide tailored advice specific to your circumstances. It is aimed at those administering estates without professional expertise and at families coping with a bereavement. It provides broad information, not case‑specific guidance. FORTHCOMING CHANGE relating to IHT on pension death benefits At the Autumn Budget 2024 on 30 October 2024, the government confirmed that, from 6 April 2027, unused pension pots and death benefits paid from a pension will be included in a person’s estate for IHT. The rule will cover both defined contribution and defined benefit arrangements, and apply to UK‑registered plans as well as qualifying non‑ UK pension schemes. A technical consultation on how these reforms will operate runs from 30 October 2024 to 22 January 2025. For further details, see: Autumn Budget 2024—...
[ enter name of telephone company ][ enter address of telephone company ] Dear [ enter organisation name ] The late [ enter name of deceased ] Account number[s]: [ enter account number(s) ] Address: [ enter deceased’s address ] We act for the personal representatives of the late [ enter name of deceased ] [ also known as [ enter other name(s) by which the deceased was known ] ], who passed away on [ enter date of death ]. Enclosed is an office copy of the death certificate for your inspection and return. Telephone [ and broadband ] services were supplied to the deceased at the above address under the account referenced above. [ Kindly arrange disconnection of the telephone [ and broadband services ] at the property and issue a final bill to this firm. The account will be settled once the personal...
FORTHCOMING CHANGE: The government has set out its proposals to apply inheritance tax to unspent pension pots on death, effective from 6 April 2027. For further details, please see News Analysis: HMRC confirms new IHT rules on unused pension funds to apply from 6 April 2027......
[ enter name of mobile telephone company ] [ enter address of mobile telephone company ] Dear [ enter organisation name ], The late [ enter name of deceased ] Account number: [ enter account number ] Mobile phone number: [ enter mobile phone number ] We act on behalf of the personal representatives of the late [ enter name of deceased ] [ also known as [ enter other name(s) by which the deceased was known ] ], who died on [ enter date of death ]. An office copy of the death certificate is enclosed for your review and prompt return. The deceased’s last address was [ enter last address of deceased ]. They held a mobile phone contract with you as noted above. Kindly arrange for the account to be [ closed OR transferred to [ enter name of person to whom mobile...
[ enter stockbroker’s/fund manager’s name ] [ enter stockbroker’s/fund manager’s address ] Dear [ [ enter organisation name ] OR [ enter name of individual stockbroker ] ], The late [ name of deceased ] With regret, we write to notify you of the passing of the late [ name of deceased ] [ also known as [ enter other name(s) by which the......
The late [ name of deceased ] [ enter name of company ] [ enter address of company ] [ enter date ] Dear [ enter organisation name ], [ Policy OR Policies ] bearing number(s): [ enter policy number(s) ]......
[ enter name of lender ][ enter address of lender ] Dear [ enter organisation name ], The late [ enter name of deceased ] Further to our earlier correspondence regarding the estate of the late [ enter name of deceased ], we confirm the inheritance tax liability has been assessed at £[ insert amount ]. Please arrange for funds to be released to the personal representatives so the tax due can be settled with HMRC, or advise how you would prefer to proceed with this matter. If you have any questions, please contact [ enter contact details ]. Yours sincerely......
[ enter name of creditor ] [ enter address of creditor ] Dear [ enter organisation or contact name ] The late [ enter name of deceased ]—[ enter details of the account eg account number ]. We write to notify you that [ enter name of deceased ] passed away on [ enter date of death ]. We act for the personal representatives of the late [ enter name of deceased ]. An office copy of the death certificate is enclosed for your consideration and prompt return. The accompanying copy invoice will be paid once the grant of representation has been obtained and the personal representatives have assembled sufficient estate monies. If you have any queries or need further details, please contact [ enter name of practitioner ] at [ enter email address or telephone number ]. Yours sincerely,......
[ enter name of card company ] [ enter address of card company ] [ enter date ] Dear [ enter organisation name ] The late [ enter name of deceased ] Reference: [ enter account number or details of card ] We act on behalf of......
[ enter name of employer ][ enter address of employer ][ enter date ] Dear [ enter organisation name ] The late [ enter name of deceased ] We are sorry to notify you of the passing of the late [ enter name of deceased ] [ also known as [ enter other name(s) by which the deceased was known ] ], who died on [ enter date of death ]. We act for the personal representatives and enclose an office copy of the death certificate for your consideration and return. The deceased’s last known address was [ enter last address of deceased ]. It is our understanding that they remained in your employment until their death. Please would you provide the following details: Any sums owed to the deceased up to the date of death and still unpaid, including salary, accrued holiday pay and other...
[ client name ] [ client address ] [ date ] Dear [ client name ] The late [ name of deceased ] The grant of...
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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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