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 This letter is provided as a joint instruction to you, engaged as an expert in financial remedy proceedings connected to divorce proceedings between [ client’s full name ] and [ spouse’s full name ]. You are jointly instructed by [ lead firm preparing letter ], who act on behalf of [ client’s full name ], and by [ name and address of spouse’s solicitors ], [ telephone number and email of spouse’s solicitors ] on behalf of [ spouse’s full name ], but on the basis that you will deliver an expert opinion independent of each of them. At the first appointment on [ date of first appointment ], District Judge [ name ], sitting at the Family Court at [ location ], made the following order [ insert exact wording from order ]. The parties have agreed that you are...
1 Introduction This letter serves as a joint instruction to you, appointed as an expert in financial remedy matters arising from the divorce between [ client’s full name ] and [ spouse’s full name ]. You are jointly instructed by [ lead firm preparing letter ], acting for [ client’s full name ], and by [ name and address of spouse’s solicitors ], [ telephone number and email of spouse’s solicitors ] for [ spouse’s full name ], on the clear understanding that your expert opinion will be independent of both sides. At the first appointment on [ date of first appointment ], District Judge [ name ], sitting at the Family Court at [ location ], made the following order [ insert exact wording from order ]. The parties have agreed that you are to be instructed jointly as the single joint expert. The scope of...
1 Introduction This letter serves as a joint instruction addressed to you, as an expert on financial remedy matters arising within divorce proceedings between [ client’s full name ] and [ spouse’s full name ], and is provided for that purpose herein. The instruction is made jointly by [ lead firm preparing letter ], representing [ client’s full name ], together with [ name and address of spouse’s solicitors ], [ telephone number and email of spouse’s solicitors ], acting for [ spouse’s full name ]; your opinion is to be provided independently of both parties at all material times. At the first appointment held on [ date of first appointment ], District Judge [ name ], sitting at the Family Court at [ location ], made the following order: [ insert exact wording from order ]. The parties have consented to your...
1 Introduction We write to issue a joint instruction to you, an expert in financial remedy matters arising from [ divorce OR dissolution ] proceedings between [ client’s full name ], born on [ insert date of birth ], and [ spouse/civil partner’s full name ], born on [ insert date of birth ]. Your instruction is joint, from [ lead firm preparing letter ], acting for [ client’s full name ], and from [ name and address of spouse/civil partner’s solicitors ], [ telephone number and email of spouse/civil partner’s solicitors ], on behalf of [ spouse/civil partner’s full name ], on the clear understanding that your expert opinion will be independent of both parties. [ At the first appointment on [ date of first appointment ], District Judge [ name ], sitting in the Family Court at [ location ], made the...
INSOLVENCY ACT APPLICATION NOTICE Form IAA, Rule 1.35 of the Insolvency Rules 2016 ( England and Wales) Court Reference No...
Letter for employer to send to construction/design team in the event of main contractor insolvency [ Employer’s headed notepaper OR Employer’s address][contact name, job title and department][name of sub-contractor or consultant company], [address] Dear [contact name] [name of project] — [name of main contractor] — Insolvency We advise that [name of main contractor] has [entered into administration OR is in liquidation OR other] and are considering the next legal and practical steps to complete the project. [ As [main contractor] is no longer on site, suspend your services until works resume. We will confirm separately.] [ Collateral warranties in our favour include step‑in rights; do not terminate [or suspend] your sub-contract with [main contractor] without giving prior notice in accordance with that warranty.] The site has been secured for safety and security. Do not remove goods or materials without our express written consent; entry without permission will...
1 Terms of settlement The parties agree as follows: 1.1 This Settlement Agreement constitutes the full and final resolution of the Dispute [ together with any causes of action whatsoever that the parties may have against each other arising out of or in relation to the Contract ]......
Why are we undertaking this survey? [ Insert name of organisation ] prepares for unforeseen emergencies through a robust business continuity plan. To [ formulate OR update ] our business continuity plan, we wish to engage with staff so that, if our operations are disrupted: we can account for the safety of our people, clients, and any other parties we work with; and we can restore full operations as swiftly as possible To ensure every business function is addressed and a comprehensive plan is created, we need insights from colleagues across the organisation. Please take a few minutes to complete this survey and submit it to [ insert details of how and to whom the completed survey should be submitted ] by [ insert date ]. Thank you for completing this survey. Survey questions What is the name of your...
Parties Date: [date]. Seller: [details] ( Seller). Buyer: [details] ( Buyer). Definitions Option: the Buyer’s right to require a transfer on paying the Price. Option Fee: £[amount] plus any VAT; non-refundable. Option Period: from today until [4:00 pm] on the day [10] Working Days after the Cut Off Date. Deposit: £[amount], if applicable under clause 7. Price: as agreed or fixed under clause 10. Property: the land described and identified in this Agreement. Grant of Option In return for the Option Fee (receipt acknowledged), the Seller grants the Option. The Fee does not reduce the Price [unless expressly stated]. The Option expires if not exercised within the Option Period. Exercising the Option The Buyer may serve an Option Notice during the Option Period, for the whole Property, and [must pay any required Deposit as specified]. Price The Price is the greater of any Minimum Price and the Open Market Value, to be agreed or...
date [ date ] Parties [ name of (first) Seller ] [ and [ name of second Seller ] both ] [ of OR incorporated in England and Wales (company registration number [ number ]) whose registered office is at ] [ address ] [ and whose address for service in England and Wales is [ address ] ] ( Seller) [ name of Buyer ] [ of OR incorporated in England and Wales (company registration number [ number ]) whose registered office is at ] [ address ] [ and whose address for service in England and Wales is [ address ] ] ( Buyer) 1 Definitions For this Agreement, the terms below are to be understood as follows: Buyer’s Solicitors — [ name ] of [ address ] (reference [ details ]) or any other solicitors the Buyer notifies to the...
[ Insert the insurer’s name and address ] [ Insert date ] Dear [ insert organisation name ], Notification under policy number [ insert policy number ] [ We acknowledge that, under our policy terms, we must inform you if a data security incident occurs. ] On [ insert date ], we discovered that [ briefly outline what took place, ie how and when the breach happened ]. [ We have completed an assessment of this event, and the attachment to this letter sets out our findings. OR We are carrying out a comprehensive review of this event and expect to finalise it by [ date ]. The attachment to this letter includes all pertinent details available to us at this time. ] [ We are also liaising closely with [ internal and external ] cyber security specialists, [ any relevant sector body or regulator ], [ major...
1 Introduction This policy applies in three distinct circumstances: the firm representing a partner or employee, either solely or alongside an outside client—refer to section 2; a partner or employee conducting their own matter—see section 3; offering personal advice to others, irrespective of friendship or family ties—see section 4. This policy safeguards all clients by ensuring every piece of legal work carried out by the firm follows our standard procedures, reducing risks to the firm and to individuals. Adherence to this policy is mandatory. Direct any questions about the policy, its scope, meaning, or application to [ insert, eg the COLP ]. 2 [ Insert name of firm ] acting for partners or...
This partial deed of revocation is executed on [ date ] by [ donor ] at [ address ]...
This Settlement Agreement is entered into on [ insert date ] (the ' Settlement Date') by and between the following parties (each a 'party' and, together, the 'parties'): Parties [ insert name of party A ], being a company incorporated in [ England and Wales ], whose company number is [ insert company number ], and whose registered office is located at [ insert registered office ] ('[ Name of party A ]'); [ insert name of party B ], being a company incorporated in [ England and Wales ], whose company number is [ insert company number ], and whose registered office is located at [ insert registered office ] ('[ Name of party B ]'). Background ( A) The parties have entered into a construction contract dated [ insert date ] in respect of the [ insert description of...
This Settlement Agreement is dated [ insert date ] (the ‘ Settlement Date’) and entered into by the following parties (each a ‘party’, together the ‘parties’): Parties [ insert name of party A ], a company incorporated in [ England and Wales ], company number [ insert company number ], with registered office at [ insert registered office ] ('[ Name of party A ]'); and [ insert name of party B ], a company incorporated in [ England and Wales ], company number [ insert company number ], with registered office at [ insert registered office ] ('[ Name of party B ]'). Background ( A) The parties have entered into a construction contract dated [ insert date ] in respect of the [ insert description of works/project, eg ‘design and construction of a property known as Bloggs House' ] (the ‘...
We must know exactly what personal data we possess so we can lawfully put measures in place to safeguard it... Please complete this questionnaire by [ insert date ] and return it to [ insert name or email address ]... The table below clarifies some of the terminology used in the questionnaire; if you have any questions, please contact [ insert name or email address ]... Term — Explanation Personal data – Information relating to an identified or identifiable living individual... Special category personal data – Personal data disclosing racial or ethnic background, political views, religious or philosophical beliefs, or trade union membership; data concerning health, a natural person's sex life or sexual orientation; biometric information processed to uniquely identify a person; genetic information... Data retention schedule – Internal guidelines stating how long data can be kept, which can be found [ state...
This training pack comprises Power Point templates that may serve as the foundation for one or more training seminars on obligations relating to the advertising and promotion of medicinal products. It is expected that trainers will take these slides as a useful starting point for their presentations and then adapt them as appropriate to reflect their specific circumstances. The training materials are customisable as necessary and aligned with context......
1 Data privacy manager details Organisation name [ Insert name of organisation ] Data privacy manager’s name [ Insert name ] Reports to [ Insert name and/or position ] Employment status (full-time/part-time) [ Insert ] Other roles within the organisation [ Insert details of any other roles held ] Date appointed [ Insert date ] 2 Role summary Serve as data privacy manager for [ insert name of organisation ] and to: 2.1 support [ insert name of organisation ] in meeting the UK General Data Protection Regulation ( UK GDPR) and other relevant data protection laws by implementing robust processes and controls, enabling [ insert name of organisation ], its managers and employees, to fulfil their legal duties; 2.2 act as the intermediary for key stakeholders, including the Information Commissioner’s Office ( ICO), data subjects, and business units within [ insert name of organisation ]; 2.3 be [ insert name of...
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...
Litigation privilege This privilege safeguards exchanges (i) between a solicitor and their client, or (ii) between the client and a third party—see Practice Note: Legal professional privilege for in-house lawyers— Litigation privilege. To set up and preserve litigation privilege, you can sidestep the challenge of trying to pin down pertinent information—such as dates and grounds—by capturing the key points in this Precedent. It is supplied in Excel format and therefore cannot be downloaded into Word......
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 ]...