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. Key points on obtaining and safeguarding legal professional privilege are summarised in this paper. For expanded details on these tips, together with extra advice and information, consult our [ insert, eg Legal professional privilege—quick guide for staff ]......
Date: [ insert date ] 1 Introduction As our [ senior management team OR board ], it is vital that you understand how data protection law impacts our business, why it matters, and what we must do to remain compliant. This briefing highlights the key aspects of the UK General Data Protection Regulation ( UK GDPR) and the steps we take to ensure adherence. If any of the terms used here are unclear, please consult our [ insert name of document, eg detailed board briefing ]. 2 Which data protection laws apply to our business? The primary data protection framework is the UK GDPR, complemented by the Data Protection Act 2018 ( DPA 2018). When we conduct direct marketing, the Privacy and Electronic Communications Regulations 2003 ( PECR 2003) also apply. Where we operate within the EU, or provide goods or services to...
Introduction This records retention schedule supports and forms part of [ insert organisation’s name ]’s records management policy. It outlines how long distinct categories of (employment-related) business records must be kept for operational and legal reasons. It is a comparatively substantial document, clearly setting out the many kinds of employment-related records used by [ insert organisation’s name ] together with the relevant retention periods for each category and record type. The specified durations are informed by business needs and legal requirements, ensuring consistent and compliant record-keeping across the organisation overall. If you hold any records not described in this Schedule, and the appropriate retention period cannot be determined from the existing entries, please contact [ the data protection officer OR [ insert job title or department ] ] for guidance. Any departure from the retention periods in this Schedule must be authorised in advance by [...
1 Introduction This policy explains the typical duration we retain employment-related records and identifies the time at which such data is securely disposed of......
[ Include the client's name and address ] Private and confidential Dear [ insert name ] New data protection privacy notices Enclosed is the data protection privacy notice......
[ Insert name and address of client ] Private and confidential Dear [ insert name ] New data protection privacy notices Following [ set out details of the action that the employer has already taken in order to effectively launch the new notices, eg information sessions, training etc ], please find enclosed a data protection privacy notice......
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 provisions of the Data ( Use and Access) Act 2025 ( DUAA 2025) in full. Rules concerning subject access requests, legitimate interests, purpose limitation, automated decision-making, international transfers and enforcement take effect from 5 February 2026, while those on penalty notices and complaints commence on 19 June 2026, as specified by these Regulations. For further details, see Practice Note: Data ( Use and Access) Act 2025—employment implications. This Precedent will be revised shortly to reflect these amendments......
[ Insert name and address of client ] Private and confidential Dear [ insert name ] New data protection privacy notices for job applicants [ Further to our recent conversation[s], ] please find enclosed: a draft data protection privacy notice (also referred to as a ‘data protection notice’ or ‘fair processing notice’) for job applicants; and a draft covering letter to send with the notice when issuing it to applicants during the recruitment process Impact of the UK General Data Protection Regulation ( UK GDPR) for employers UK GDPR introduces: a consent standard that substantially narrows when consent can be relied upon as a lawful basis for processing, especially in the employment context; and enhanced rights for data subjects, including expanded notification duties requiring employers to provide employees and applicants with clearer details about the purpose(s) and lawful basis for collecting their...
This Agreement is entered into on [ date ] Parties [ insert name of Party A ] [ of OR a company incorporated in [ England and Wales ] under number [ insert registered number ], with its registered office at OR [ insert address ] ] ( Party A); and [ insert name of Party B ] [ of OR a company incorporated in [ England and Wales ] under number [ insert registered number ], with its registered office at OR [ insert address ] ] ( Party B), (each of Party A and Party B being a party and, together, Party A and Party B constitute the parties). Background Party A conducts the business of [ insert description of Party A’s business ]. Party B conducts the business of [ insert description of Party B’s business ]. Party A and Party B have agreed to [ insert...
Introduction This medical devices regulatory due diligence questionnaire concerns the intended acquisition by [ insert buyer name ] (the Buyer) of the [ entire issued share capital of [ insert name of target company ] Limited, incorporated in England and Wales under number [ insert company number ] (the Company) OR [ insert description of the business to be acquired ] (the Business) as a going concern, together with specified assets employed in the Business ] from [ insert seller name ] (the Seller) (the Proposed Acquisition). The purpose of this questionnaire is to enable the Buyer, the Buyer’s solicitors and other professional advisers to secure essential legal information regarding the medical devices regulatory compliance of the [ Company OR Business ], which the Buyer requires to support the valuation of the [ Company OR Business ] and to assist with...
ARCHIVED This record is archived and will not be maintained. IN THE HIGH COURT OF JUSTICE Claim No: BUSINESS AND PROPERTY COURTS IN BIRMINGHAM [ FINANCIAL LIST ( Ch D) OR BUSINESS LIST ( Ch D) OR COMPANY & INSOLVENCY LIST ( Ch D) OR INTELLECTUAL PROPERTY LIST ( Ch D) OR TRUSTS & PROBATE LIST ( Ch D) OR COMPETITION LIST ( Ch D) OR REVENUE LIST ( Ch D) ] District Judge [ NAME ] [ DATE ] BETWEEN: [insert name] Claimant -and- [insert name] Defendant ORDER Warning You are required to adhere to the obligations set out in this order; failing to do so may result in your claim being struck out, or a different sanction being imposed. If you are unable to comply, you should make a formal application to the court before any time limit placed upon you expires......
SCAFFOLD licence— Long form Permitting scaffold to be erected in relation to the Works at [ insert ] This Deed is entered into on [ date ] Parties [ insert name of licensee ] (company registration number [ insert ]) with its registered office at [ insert ] (' Licensee '); [ and ] [ insert name of licensor ] (company registration number [ insert ]) with its registered office at [ insert ] (‘ Licensor ') [ ; and OR . ] [ [ insert name of developer ] (company registration number [ insert ]) with its registered office at [ insert ] (' Developer ') [ ; and OR . ] ] [ [ insert name of tenant ] (company registration number [ insert ]) with its registered office at [ insert ] (' Tenant ')....
From [ insert name ], [ insert job title ] An essential element of our data protection compliance is the appointment of a data protection officer ( DPO) who will work in close partnership with the business and the [ board OR senior management team ] to make sure we are doing everything required to protect personal data. I am delighted to confirm that [ insert name of DPO ] will assume this significant role with effect from [ insert date ]. Introducing our data protection officer [ Insert name ] is our new DPO. [ Insert brief introductory details of DPO, eg background, experience ].......
This Agreement is made on [ date ]. Parties [ insert name of disclosing party ] [ of OR a company incorporated in [ England and Wales ] under number [ insert registered number ] whose registered office is at ] [ insert address ] (the Disclosing Party) [ insert name of receiving party ] [ of OR a company incorporated in [ England and Wales ] under number [ insert registered number ] whose registered office is at ] [ insert address ] (the Receiving Party) Together, the Disclosing Party and the Receiving Party are the parties, and each is a party. Background ( A) The parties have recognised a need to share the Shared Data for the Permitted Purpose. ( B) The parties have elected to put in place a framework for the [ systematic OR ad-hoc OR one-off ]...
IN THE COUNTY COURT AT [ insert ] Claim No: [ insert claim number ] BETWEEN MR A B Claimant -and- C D LIMITED Defendant PARTICULARS OF CLAIM At all material times, the Defendant owned and/or ran a business [ description of business, eg collecting and processing refuse ]. At all material times, the Claimant was employed by the Defendant as a [ job title eg dustbin lorry driver and loader ]. Details of Incident At about [ time ] on [ date ], the Claimant was [ description of work activities being undertaken ] at [ location ] in the course of their employment. The Claimant wore liveried attire and personal protective equipment supplied by the Defendant. This included [ details of equipment, eg Type 1 gloves, which extended approximately three centimetres up the Claimant’s forearm above his wrist, and a...
Use this Precedent schedule to monitor the serving and acknowledgement of Light Obstruction Notices ( LONs) on relevant parties, and to provide proof to the Upper Tribunal ( Lands Chamber) that its requirements for publicising the LON have been met. The Precedent is available in both Excel and Word, which you can obtain by selecting the links on this page. Please select the link for an Excel version of the Tracking schedule. Please select the link for a Word version of the Tracking schedule available here......
1 Documents The Chair presented the following papers: 1.1 [ a memorandum to the board from [ insert name ] making recommendations concerning appointing a data protection officer ( DPO) for [ insert name of organisation ] ] 1.2 [ a draft job description and role profile for the DPO post ] 1.3 [ a draft consultancy agreement for the DPO position ] 1.4 [ a draft message from the [ CEO OR Senior Member OR Senior Partner ] to staff on the DPO’s appointment ] (collectively, the Documents) 2 Consideration of the Documents 2.1......
Date: [ insert date ] Introduction Under the UK General Data Protection Regulation ( UK GDPR), some organisations are required to appoint a named individual as their Data Protection Officer ( DPO). Having considered these duties in the context of [ insert name of organisation ]’s activities, this memorandum presents my conclusions and advice, together with the considerations that shaped them. A short overview of the UK GDPR provisions concerning DPOs is provided in the Appendix. Factors relevant to [ insert name of organisation ]’s appointment of a DPO Core activities [ Describe the organisation’s main functions that entail processing personal data. Reflect, for instance, on whether a private body undertakes any public functions within its work ] Controller or processor [ Explain whether, in relation to the core activities above, the organisation acts as a controller or performs the role of a processor ] Categories of data...
Schedule of services—structural engineer (traditional procurement) The Consultant shall: General responsibilities ( Stages 0–7) [ serve as Lead Consultant for the Project, which includes: advising on the scopes of service for other members of the Design Team advising on any additional specialist consultants required to complete the Project (and their scopes of service) directing the other consultants forming the Design Team co-ordinating and integrating the design for the Project as a whole arranging and chairing routine design meetings to progress the Project and ensuring minutes are prepared and circulated afterwards facilitating communication between the Client and the Design Team ] [ act as...
1 Definitions Parties: Landlord, Tenant and, if applicable, Guarantor, each identified by name, address and company details, as at the date stated. Key terms include Actual Completion Date, Completion Date, Completion Money, Lease ( Appendix 1), Legislation, Plans ( Appendix 2), Property, Standard Conditions ( Third Edition—2018 Revision), Tenant’s Works, Termination Event and VAT. 2 Interpretation Part 1 Conditions apply where relevant to a lease grant, as adjusted by this Agreement; seller/buyer read as Landlord/ Tenant; notices must be written. 3 Agreement for lease The Landlord will grant, and the Tenant will take, the Lease on these terms; no estate passes until completion and no deposit is payable. 8 Completion Completion occurs on the Completion Date; documents are executed and exchanged; Completion Money is paid by cleared electronic transfer; default interest and reasonable costs apply if the Tenant delays; rents and...
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 ]...