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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
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Under section 20 of the Landlord and Tenant Act 1985 (the LTA 1985 ) TO: [ insert full name of tenant ] of [ insert address ] (the ‘ Tenant’) [ together with [ [ insert full name of recognised tenant’s association ] of [ insert address ] (the ‘ RTA’) ] ] FROM: [ insert full name of landlord ] being the [ freehold OR long leasehold ] proprietor and owner of the building herein known as and also situated at [ insert address ] (the ‘ Premises’) [ THE LANDLORD OR WE [ [ NAME OF SOLICITORS OR AGENTS] ] AS [ SOLICITORS AND] PROPERLY AUTHORISED REPRESENTATIVES FOR AND ON BEHALF OF THE LANDLORD ] HEREBY GIVE FORMAL NOTICE AS SET OUT IN THE FOLLOWING TERMS: 1 [ For qualifying works It is the Landlord’s proposal and intention to carry......
This Agreement is entered into on [ date ] between: Parties 1 [ name ], whose [ address/registered office ] is located at [ address ] (the ‘ Grantor’), and, where relevant, whose Company Registration Number is [ insert CRN ]; and 2 [ name ], whose [ address/registered office ] is located at [ address ] (the ‘ Operator’), and, where relevant, whose Company Registration Number is [ insert CRN ]. Recitals ( A) The Code (as described in clause 1) enables rollout of electronic communications apparatus by those to whom it applies. ( B) The Code has been applied to the Operator by virtue of a direction under section 106 of the Communications Act 2003. ( C) The Grantor is the occupier of specified land. ( D) This Agreement constitutes an agreement pursuant to paragraph 9 of Part 2 of the...
UPON HEARING [ counsel OR solicitor ] for the claimant and [ counsel OR solicitor ] for the defendant: Declaration of trust in relation to a property THE COURT DECLARES that the property described as [ insert address ], Title No [ insert title number ] (the Property), is held by the defendant as trustee for [ him OR her ] and the claimant [ as tenants in common in equal shares OR in the following shares, namely [ set out the parties’ shares in the property ] OR . The court appoints the claimant and the defendant as new trustees of the trust of the Property in substitution for the defendant alone, to hold as tenants in common in equal shares OR in the following shares, namely [ set out the parties’ shares in the property ] ]. ] Occupation of a...
Add new definitions to Article 2.1 Allocation Notice — has the meaning given in Article 11.6; Allotment Notice — has the meaning given in Article 11.3; Allotment Period — has the meaning given in Article 11.4; Allotment Shares — has the meaning given in Article 11.3; Available Shares — has the meaning given in Article 11.5; Election Notice — has the meaning given in Article 11.4; Excess Pro Rata Portion — has the meaning given in Article 11.5; Issue Price — has the meaning given in Article 11.3; Pro Rata Portion — has the meaning given in Article 11.4; Relevant Share Offer — has the meaning given in Article 11.3; Surplus Offer — has the meaning given in Article 11.4; Surplus Offeror — has the meaning given in Article 11.5; Delete the existing Article 9.3.1. Replace the existing Article 11 with this new Article 11. 1 Pre-emption on issue 1.1 Subject to the other provisions of this Article 11, the...
STOP PRESS: This document is currently being revised to account for the commencement of the Data ( Use and Access) Act 2025 ( DUAA 2025), which amends the UK GDPR and the Data Protection Act 2018. For further guidance on DUAA 2025’s compliance implications, consult Practice Note: Data ( Use and Access) Act 2025—compliance implications......
STOP PRESS: This document is being revised to take account of the commencement of the Data ( Use and Access) Act 2025 ( DUAA 2025), which updates the UK GDPR and the Data Protection Act 2018. For further guidance on DUAA 2025 compliance impacts, see Practice Note: Data ( Use and Access) Act 2025—compliance implications......
This Checklist outlines matters to weigh up and steps to take before you represent or act for a partner or employee, yourself, friends, or members of your family, including where you are also jointly instructed with another external client, or when you are helping others in a personal capacity. There is a section available for you to insert comments or to note any action points. See also [ insert, eg our Policy—acting for yourself, friends and family ]. 1 Acting for a partner or employee Generally, as a rule, [ insert name of firm ] does not accept instructions from any partner or employee of the firm on personal matters concerning that partner/employee or any of their family members (including spouse, civil partner, children, parents, brothers or sisters), or close friends (ie where it might reasonably be argued our objectivity could be...
You can locate the model discretionary investment management agreement on the Investment Association’s website here...
Privacy notice We treat your privacy with care. Please review this privacy notice closely, as it sets out important details about who we are and the reasons and methods by which we gather, retain, utilise and disclose your personal data. It outlines your rights concerning your personal data and how to reach us, or supervisory authorities, if you need to make a complaint. We collect, use, and are responsible for certain personal data about you. When doing so, we are governed by the UK General Data Protection Regulation ( UK GDPR). We are likewise subject to the EU General Data Protection Regulation ( EU GDPR) in respect of individuals, and our wider operations, within the European Economic Area ( EEA)......
This Agreement is entered into on [ insert date of execution of the share option agreement ] Parties [ insert name of Company whose shares are being subscribed for ], a company incorporated and registered in [ insert country ] with number [ insert company registration number ], with its registered office at [ insert registered office ] ( Company). [ insert name of Subscriber ], of [ insert address of Subscriber ] ( Subscriber). BACKGROUND The Subscriber has agreed to subscribe for [ insert number of growth shares to be subscribed for, and class of the growth shares ] shares, each with a nominal value of £[ insert nominal value of the growth shares ], in the capital of the Company, on and subject to the terms and conditions of this Agreement......
This Agreement is entered into on [ insert date ] (the Commencement Date) by and between: Parties [ insert supplier name ], a company incorporated in England and Wales, whose registered number is [ insert company number ] and whose registered office is at [ insert registered office ] ( Supplier); and [ insert customer name ], a company incorporated in England and Wales, whose registered number is [ insert company number ] and whose registered office is at [ insert registered office ] ( Customer). Each of the Supplier and the Customer is a party, and together the Supplier and the Customer are the parties. Background The Supplier is [ an experienced software developer and ] [ insert the Supplier’s background details and the background to the relevant transaction ]. The Customer is [ insert the Customer’s background details ]. ...
This table brings together requirements and recommendations on source of funds and source of wealth drawn from the Money Laundering Regulations 2017 ( MLR 2017), as amended, the SRA Sectoral Risk Assessment— Anti-money laundering and terrorist financing, and the Legal Sector Affinity Group ( LSAG) AML Guidance for the Legal Sector. Note that other regulators may issue additional or different guidance......
[ DRAFT] SETTLEMENT AGREEMENT—pre-action settlement [ WITHOUT PREJUDICE AND SUBJECT TO CONTRACT [ SUBJECT TO SIGNATURE BY PARTIES AND/ OR SUBJECT TO COURT APPROVAL ] ][ CONFIDENTIAL] This Agreement is entered into on the day of 20[ insert year ] Parties [ insert name of party ], a company incorporated in England and Wales (company number [ insert company number ]), with its registered office at [ insert address ] (‘ Party A’) [ and ] [ ; ] [ insert name of party ], a company incorporated in England and Wales (company number [ insert company number ]), with its registered office at [ insert address ] (‘ Party B’). together, the ‘ Parties’ Whereas [ Set out the context of the dispute; for instance, if it relates to a contract, identify the contract’s purpose and date, and provide a summary of the...
This Deed of Release is entered into on [ date ] Parties [ life tenant ] of [ address ] (the Life Tenant); [ trustee ] of [ address ] and [ trustee ] of [ address ] (the Trustees)......
[ DRAFT ] SETTLEMENT AGREEMENT (for settling disputes post-commencement of proceedings) [ WITHOUT PREJUDICE AND SUBJECT TO CONTRACT [ SUBJECT TO SIGNATURE BY PARTIES AND/ OR SUBJECT TO COURT APPROVAL ] ][ CONFIDENTIAL] This Agreement is entered into on the day of 20[ insert year ] Parties: [ insert name of party ], a company incorporated in England and Wales (company number [ insert company number ]), with its registered office at [ insert address ] (‘ Party A’) [ and ] [ ; ] [ insert name of party ], a company incorporated in England and Wales (company number [ insert company number ]), with its registered office at [ insert address ] (‘ Party B’). together, the ‘ Parties’ Whereas On [ insert date ], [ insert name of claimant ] issued court proceedings in the [ insert level of court, eg, High Court of...
Defined terms This Precedent clause employs the additional defined expressions ‘ Agreement’, ‘ Business Day’, ‘ Disclosing Party’, ‘parties’, ‘person’ and ‘ Receiving Party’. These are not peculiar to data processing and are expected to be separately defined (or adjusted) as suitable within the relevant agreement. It is further taken that any references to ‘ Disclosing Party’ and ‘ Receiving Party’ will be aligned, where appropriate, to mirror the applicable defined term for each party adopted in the agreement in which this clause appears and ultimately utilised accordingly therein......
Except for liability for death or personal injury, each party shall indemnify, and keep indemnified, the other against all costs and losses (including legal fees) from any future claims, actions or proceedings about the Dispute, in whole or in part, that it or its associated companies, officers, directors, agents or affiliates may bring against the other party or its associated companies, officers, directors, agents or affiliates. The parties shall not take, authorise, procure or permit any act intended to frustrate this Settlement Agreement. Each party shall indemnify, and keep indemnified, the other for all costs and damages (including legal expenses) incurred in any future actions, claims or proceedings by [ insert specific third parties ] concerning the [ Dispute, or any part of it, OR Contract ], where liability mirrors the losses covered by this Settlement Agreement. Such sums are payable only...
Introduction [ Provide a concise overview of the project to which this consultation relates, including as appropriate: ] [ —a short introduction to your organisation ] [ —the subject you are consulting on ] We invite you to take part in our consultation, running for [ insert number ] weeks from [ insert date ] to [ insert date ]. This consultation offers you the chance to comment on [ insert details ]. Your views matter to us. Please use this form to share your feedback. Complete as many sections as you wish and send it to: [ insert address ]. We will also accept feedback by email, letter and telephone (see Contact details below)......
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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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