Legal professional privilege (LPP) is a core legal protection that permits [ insert organisation’s name ] to resist producing evidence to a third party or the court. It enables the organisation to seek expert legal guidance, setting out all pertinent facts to our legal advisers without concern that they will later be revealed and used against us. This short guide sets out what legal professional privilege (LPP) is and how we can best preserve it. 1 What is legal professional privilege? LPP is an umbrella term covering: legal advice privilege (LAP) litigation privilege LPP safeguards the confidentiality of written and verbal communications between lawyers and clients. It is a fundamental entitlement, allowing a party to withhold material from disclosure to any third party or a court. Legal advice privilege Legal advice privilege applies to all confidential communications between a client and their lawyer made for the
Please click to access the Precedent. Please note this register has been created in Excel, and therefore it cannot be downloaded into Word. For detailed guidance on completing a legal risk register, see Practice Note: How to create a legal risk register. However, a concise summary is set out briefly below. What is a legal risk register? A legal risk register is a means of gathering and overseeing all legal risk information in a single location. To produce an effective and reliable register, you must first determine the legal risks your organisation encounters. Understanding your organisation’s risk appetite is also highly advantageous. The register then lets you classify each risk appropriately, assign a score to it, and choose mitigation measures and actions. Separate Precedents exist for a general risk register and for a privacy risk register-see Precedents: Risk register and Privacy risk
[ To be printed on the headed paper of the lender’s lawyers ] To: [ insert name and address of Lender ] [ insert date ] Dear [ insert name of Lender ] [ Matter name/reference ] We have served as English law counsel to [ insert name of lender ] (the Lender) in relation to the provision of finance to [ insert name of borrower, company number and registered office ] (the Borrower) comprising a [ term loan and revolving credit facility ] [ describe facilities ] of £[ insert amount ] (the Transaction), and to the negotiation, drafting, execution and completion of the documents specified in Schedule 1 (Documents examined), Paragraph 1 (Opinion Document) (the Opinion Document). We deliver this opinion letter to you, the Lender, pursuant to [ Schedule 2 ] (Conditions Precedent) of the facility agreement between the Lender and the Borrower dated [ insert date ]
[ Headed notepaper of law firm issuing the opinion ] [ insert name and address of Lender ] [ insert date ] Dear [ insert name of Lender ] Facility Agreement dated [ insert date ] made between [ insert name of lender ] (the Lender) and [ insert name of borrower ] (the Borrower) (the Facility Agreement) We refer to clause [ insert number of clause which requires delivery of legal opinion ] of the Facility Agreement, which requires the delivery of a legal opinion. This opinion is provided in satisfaction of that requirement. Unless expressly defined in this opinion, terms defined in the Facility Agreement carry the same meanings when used herein. This opinion is governed by English law and is subject to the exclusive jurisdiction of the courts of England. 1 Background 1.1 This opinion concerns the English law aspects of a transaction (the
1 Introduction 1.1 We are dedicated to delivering a high-quality legal service. We recognise we may not always get everything right, so if something has gone wrong, including concerning the bill, we ask that clients inform us. 1.2 This procedure explains how we deal with complaints we receive and how we meet our regulatory obligations. It is intended for internal use only and must not be shared with clients or other third parties. We have a separate external complaints policy, which can be accessed [ state where or how ]. 1.3 It is crucial that we handle complaints swiftly and fairly. 2 [ What is a complaint? ] 2.1 A complaint may include any expression of dissatisfaction about the service provided by us. 3 Who can complain? 3.1 In general, we handle complaints from clients or from individuals acting on their behalf. 3.2 In some instances, we may also consider...
Case number Before the Family Court, held at [ place ] Concerning [ state the statute(s), European Regulation(s) or Protocol under which application is brought ] And concerning [ eg name(s), date of birth and gender of child(ren) ] Parties [ insert name ] Applicant And [ insert name ] [ First ] Respondent [ And [ insert name ] Second respondent (by their litigation friend/guardian) ] I, [ insert name ] of [ insert address ], a solicitor of the Senior Courts of England and Wales, say as follows: I am a partner at the firm of [ insert name ] of [ insert address ] and have responsibility for these proceedings on behalf of the [ applicant OR respondent ]......
STOP PRESS: We are revising this document to capture rollout of the Data ( Use and Access) Act 2025 ( DUAA 2025), which introduces changes to UK GDPR and the Data Protection Act 2018. For further guidance on DUAA 2025’s compliance effects, see Practice Note: Data ( Use and Access) Act 2025—compliance implications......
This Agreement is entered into on [ insert date ] Parties [ NAME OF COMPANY ], a company incorporated in [ Scotland ] under registered number [ insert number ], with its registered office at [ insert address ] (the Company); and [ NAME OF EMPLOYEE ], of [ insert address ] (you)......
These training resources comprise template Power Point slides that can be used as the core basis for one or more seminars covering mergers and acquisitions ( M& As) within the life sciences industry. It is expected that trainers will adopt these slides as a useful foundation for their talks, then tailor the content as needed to suit their specific contexts. The training materials can be customised. Please follow the link directly below to obtain the presentation......
Case No. [ insert claim number ] IN THE HIGH COURT OF JUSTICE BUSINESS AND PROPERTY COURTS OF ENGLAND & WALES INTELLECTUAL PROPERTY LIST ( Ch D) [ INTELLECTUAL PROPERTY ENTERPRISE COURT ] BETWEEN: [ insert full name of claimant ] Claimant and [ insert full name of defendant ] Defendant REPLY 1 Save where stated otherwise, paragraph number references in this Reply refer solely to those within the Defence......
Case No. [ insert number ] IN THE HIGH COURT OF JUSTICE BUSINESS AND PROPERTY COURTS OF ENGLAND & WALES INTELLECTUAL PROPERTY LIST ( Ch D) [ INTELLECTUAL PROPERTY ENTERPRISE COURT ] BETWEEN: [ insert full name of claimant ] Claimant and [ insert full name of defendant ] Defendant DEFENCE Unless stated otherwise in this Defence: references to paragraph numbers are to those in the Particulars of Claim; defined expressions carry the meanings given in the Particulars of Claim, without admission; and save where expressly admitted or not admitted below, the Defendant denies each allegation in the Particulars of Claim. Any matter not specifically addressed herein is required to be strictly proved. Any document mentioned in this Defence is to be read at trial for its full...
Case No. [ insert number ] IN THE HIGH COURT OF JUSTICE BUSINESS AND PROPERTY COURTS OF ENGLAND & WALES INTELLECTUAL PROPERTY LIST ( Ch D) [ INTELLECTUAL PROPERTY ENTERPRISE COURT ] Between[ insert full name of claimant ] ( Claimant)and[ insert full name of defendant ] ( Defendant) PARTICULARS OF CLAIM The Claimant The Claimant is, and throughout all relevant periods has been, [ insert details of claimant ]. The Claimant’s core business activity is [ insert type of business carried out ]. In particular, the Claimant [ insert brief description of claimant’s business relating to the database ]. The Claimant’s Database The database comprises a compilation of discrete [ works, data or other materials ], organised in a systematic or methodical manner and with items individually accessible by [ electronic or other means ]. The database contains information relating to [ insert details of relevant...
The purpose of the claim form A claim form is a species of statement of case, and it is the document used to start proceedings. It sets out information relevant to the proceedings, including the following details to guide the court and parties: the court reference number to be used on all subsequent court documents; the parties to the proceedings, identifying claimant and defendant; what is being claimed, that is, the relief sought; particulars of the claim (including any claim for interest); and contact details for the claimant, generally the claimant’s solicitor. The procedural rules on how and where to begin proceedings are contained in CPR Part 7. Broader guidance on the contents of a claim form is available in the Practice Note: Claim form—the contents. This Precedent provides a downloadable Word document containing suggested text for use in relation to a...
Case No. [ insert claim number ] IN THE HIGH COURT OF JUSTICE BUSINESS AND PROPERTY COURTS OF ENGLAND & WALES INTELLECTUAL PROPERTY LIST ( Ch D) [ INTELLECTUAL PROPERTY ENTERPRISE COURT ] Before: Date: BETWEEN: [ insert full name of claimant ] Claimant and [ insert full name of defendant ] Defendant ORDER UPON the hearing of Claim [ insert claim number ], tried before [ Mr OR Mrs OR Miss OR [ insert other ] ] Justice [ insert name ] on [ insert trial date ]; AND UPON the Court having heard [ insert name ], Counsel for the Claimant(s), and [ insert name ], Counsel for the Defendant(s); AND UPON the Court handing down judgment on [ insert date ]; AND UPON the Court determining the Claimant’s claims for infringement of database right in the Claimant’s favour; [ AND UPON the Court rejecting the Defendant’s counterclaim for [ insert details of...
This Deed is executed on [ insert day and month ] 20[ insert year ] Parties THE COMPANIES listed in Schedule 1 (each a Chargor and, collectively, the Chargors); and [ insert name of Security Agent ] acting as security agent and trustee for the Finance Parties pursuant to the terms and conditions contained in the [ Facilities Agreement OR Intercreditor Agreement OR Security Trust Deed ] (the Security Agent). Recitals The Finance Parties have agreed to make loan facilities available to the Principal Obligors (as defined below) on the terms and conditions set out in the Facilities Agreement. [ It is a condition precedent to the availability of the loan facilities that each Chargor enters into this Deed for the purpose of granting security in favour of the Security Agent in respect of the Secured Obligations (as defined below). OR The Chargors have agreed to grant security in favour of the...
[ insert date ] Dear [ insert client’s name ] I am enclosing your completed Form E. Please check it to make sure the particulars are accurate...
To: Newcastle Pension Centre, Futures Group The Pension Service9 Post Handling Site AWolverhampton WV98 1AFUK Date: [ insert date ] Dear Pension Service Our client: [ insert client’s name ] Date of birth: [ insert dd/mm/yyyy ] National Insurance number: [ insert NI number ] We represent [ insert client’s name ] in connection with divorce and financial proceedings. Please find enclosed: a letter of authority executed by our client permitting you to disclose information to us concerning their state pension [ a completed Form BR19 ] [ a completed Form BR20 ] We would be grateful if you would provide us with a [ state pension statement AND/ OR cash equivalent ( CE) valuation of any additional state pension ]. We look forward to hearing from you. Yours faithfully [ firm name ] Enc [ Form BR19 ] [ Form BR20 ]......
[ insert mortgagee name ] [ insert mortgagee address ] Dear [ insert organisation name ] Our client: [ insert client’s name ] [ Property OR Land ] address: [ insert address of property or land ] [ [ Property OR Land ] title number : [ insert title number ] ] Your reference: [ insert reference number ] We act for [ insert client’s name ] in connection with divorce and financial proceedings......
Dear [ insert organisation or individual’s name ] Our client: [ insert name ] [ Property OR Land ] : [ insert address ] Land Registry number : [ insert Land Registry number ] We act on behalf of [ insert name ] of [ insert address ]. [ We understand you are acting for [ insert name of party ]. ] [ We are aware that you are acting in person. ] The parties presently hold the property at [ insert address ] as joint tenants. Enclosed is a formal notice, issued under the Law of Property Act 1925, which severs the joint tenancy in equity; thereafter, the property will be held by the parties on trust as tenants in common [ in equal shares ]. Please acknowledge receipt of this correspondence and [ arrange for your client to sign OR sign ], date, and return the...
[ insert date ] Dear [ insert client’s name ] Further to the financial settlement reached between you and your [ former ] [ husband OR wife OR civil partner ], please find enclosed: a draft consent order; and a statement of information for a consent order in relation to a financial remedy ( Form D81) for your review and approval. Statement of information for a consent order in relation to a financial remedy ( Form D81) Form D81 is a standard court form intended to present the facts of your case in a format a judge can quickly take in. It provides a concise overview of each party’s finances. The form records your current capital and income, and the capital and income as they will be once the proposed order has been put into effect. The court needs these details so the judge can assess...
Costs estimate to final hearing Dear [ insert client name ] Following the financial dispute resolution ( FDR) appointment on [ insert date ], I am providing a summary of costs up to and including the final hearing listed for [ insert date ] in this matter. As outlined in our terms of business dated [ insert date ], my hourly rate stands at £[ insert amount ] [ plus VAT ]. [ insert name ] will continue to oversee the matter overall and will provide input into preparation for the final hearing. To control expenditure, tasks will, where appropriate, be allocated to other fee earners within the team who work at different hourly rates. For your information and records, I enclose a schedule detailing our hourly rates......
Dear [ insert client ] Invoice and monies on account Please find enclosed my firm’s invoice covering the period [ insert date ] to [ insert date ], together with an itemised breakdown so that you can review how the charges have arisen. The total amount payable is £[ insert amount ] [ including VAT ]. [ This invoice covers the following work [ insert detail of work ]. ] EITHER [ As there are adequate funds on client account, I have moved monies to settle this bill. This leaves £[ insert amount ] on client account following settlement of this invoice. Please could you let me have £[ insert amount ] to top up your client account in......
Dear [ insert organisation name ] Our client: [ insert name ] Policy number: [ insert policy number ] We act on behalf of the [ applicant OR respondent ], [ insert name ], in relation to divorce and financial proceedings......
[ insert date ] Dear [ insert client’s name ] I am currently compiling your draft Form E financial statement, which needs to be filed at court and provided to [ your OR the solicitors acting for your ] [ former ] [ husband OR wife OR civil partner ] by [ insert date ], in line with the court’s directions......
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 ]...