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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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Service level agreement between L& D and the firm The learning and development ( L& D) function undertakes to assist the firm in the following ways: acknowledging every request for training within [ insert time, eg one day ] addressing all matters raised concerning training courses and/or L& D within [ insert time, eg one day ] supplying a report on training courses and/or L& D that fall short of expected standards at [ insert when report will be made, eg at the monthly managers’ meeting ] reporting all instances of delegate non-attendance at [ insert when report will be made, eg at the monthly managers’ meeting ] committing to only allowing people......
L& D costs Costs associated with Source of cost £ In-house courses delivered by employees Trainers’ time to plan sessions Trainers’ time to deliver Trainers’ time for post-course review In-house courses delivered by external providers (face-to-face on-site or virtual) Delivery charges Preparation costs Travel and subsistence Post-course evaluation and feedback Courses held off-site Venue hire Day delegate rates (refreshments and meals included) Equipment hire (data...
The Directors [ insert offeror's name ] ([ Offeror ]) [ insert address ] [ and ] [ The Directors ] [ [ insert name of financial adviser ] (the Adviser ) [ insert address ] ] [ insert date ] Dear Directors Proposed offer for [ name of offeree ] ([ Offeree ]) We note that [ Offeror ] intends to put forward an offer for [ all ] the issued [ and to be issued ordinary ] shares of [ insert nominal value ] each in [ Offeree ] (the Shares ) [ excluding those already held by [ Offeror ] ], for the consideration and otherwise broadly on the terms and subject to the conditions described in the draft press announcement enclosed with this letter (the Announcement), in each case subject to any modifications or additions required by the City Code on Takeovers and Mergers (the...
The Directors [ insert offeror's name ] ([ Offeror ]) [ insert address ] [ and ] [ The Directors ] [ [ insert name of financial adviser ] (the Adviser ) [ insert address ] ] [ insert date ] Dear Directors Proposed acquisition of [ name of offeree ] ([ Offeree ]) It is our understanding that [ Offeror ] intends to acquire (the Acquisition ) [ all ] the issued [ and to be issued ] [ ordinary ] shares of [ insert nominal value ] each in [ Offeree ] (the Shares ) for the consideration, and otherwise substantially on the terms and subject to the conditions set out in the draft press announcement enclosed with this letter (the Announcement ), subject to such modifications or additions to such terms and conditions as may be required by the City Code on...
Key R = Responsible — the individual who completes the work A = Accountable — the person with overall ownership of the task C = Consulted — a contributor whose input is requested I = Informed — a party kept up to date with what is occurring — = not relevant Name and job title Task order: Take initial client details; Open temporary file; Contact client for AML information; Verify AML information; Create client file on DMS; Send ‘matter declined’ letter. JRB ( Partner): A, A, R/ A, I, I, I JFD ( PA): R, R, I, I, I, I AGN ( Finance Assistant): —, —, I, R, —, R SLJ ( Finance Manager): —, —, C, A, —, A JGJ ( IT Assistant): —, —, —, —, R, I CHJ ( IT Manager): —, —, —, —, A, I KPK ( AML Partner): I, I, C, C, I, C......
This Deed is entered into on [ insert day and month ] 20[ insert year ] Parties [ insert name of party ] of [ insert address ] (the Senior Lender); [ insert name of party ] of [ insert address ] (the Junior Lender ); [ insert name of party ], a company incorporated in [ England and Wales ] under number [ insert registered number ] whose registered office is at [ insert registered office ] (the Borrower ). Recitals: The Senior Lender has agreed to make available to the Borrower a loan facility in accordance with the terms of the Senior Facility Agreement (as defined below). It is a condition precedent to the utilisation of the Senior Facility (as defined below) that the Junior Lender and the Borrower enter into this Deed with the Senior Lender. [ [...
Date [ insert date of Agreement ] Parties [ insert name of Employer ] of [ insert address ], a company registered in England and Wales under number [ insert company registration number ] (the ' Employer') [ insert name of Contractor ] of [ insert address ], a company registered in England and Wales under number [ insert company registration number ] (the ' Contractor') Whereas The Employer and the Contractor have concluded a contract for the [ design and ] construction of a [ insert brief description of the project ] at [ insert location of site ] (the ' Building Contract'). [ There has been a delay to the progress of the works under the Building Contract OR The Employer has increased the scope of works under the Building Contract OR The Employer wishes to shorten the period for the...
Precedent Transfer A flexible Word edition of precedent form TR1 is available via the link provided on this page, to download, store or print. Drafting notes to precedent transfer General Any mentions of 'panels' within these drafting notes relate to the panels contained in HM Land Registry form TR1. TR1 is the required form for transferring the entirety of freehold or leasehold land, as set out by the Land Registration Rules 2003. Form TR1 can likewise be used to transfer the whole of unregistered land where the disposition triggers compulsory registration, or where the transferee is confident a voluntary application for registration will be lodged......
ARM carried out by [ State name ] Date [ Insert date ] Venue(s) [ Insert location ] Section A: To be completed prior to conducting the ARM Staff member’s name [ Insert name ] Team/ Division [ Insert department ] Normal workplace [ Insert details ] Employee’s present absence rate [ Insert details ] Is the absence prolonged illness/irregular?......
Periodic L& D report Report compiled by [ Add name and role ] Timeframe addressed in this L& D report [ Specify the span this report covers ] L& D provided during this timeframe [ Outline every L& D activity provided in this timeframe, such as in-house learning sessions, online modules, and third-party programmes ] Review of delivered L& D [ Enter evaluation ] Participation rates [ Add attendance figures ] Barriers or matters hindering delegates attending or completing training [ Note obstacles and related issues ] Library and online resources utilised [ Where feasible, include metrics on usage ] L& D plans for the forthcoming period [ Describe which training will be offered and/or needed in the next period ] Additional remarks [ Insert comments ]......
Governing law clause This Precedent sets out a governing law clause, often referred to as an applicable law clause or a choice of law clause. This type of provision is treated as a boilerplate clause within an agreement. It enables the parties to identify the substantive law that governs the construction of the contract and, if a dispute arises, issues connected with it. The clause addresses the law to be applied, not the forum or procedure by which any dispute will be resolved. It does not, therefore, prescribe how disputes are to be determined. Selecting Irish law as the contract’s proper law does not, in itself, amount to submitting to the jurisdiction of the Irish courts. Governing law and jurisdiction remain distinct concepts. For more on jurisdiction clauses, see Precedent: Ireland- Jurisdiction clause. Careful consideration of a governing law clause is vital,...
Action Notes Review earlier RTWI/ ARM paperwork to identify: the employee’s health condition(s); treatments currently underway; medicines being taken; advice from the most recent RTWI/ ARM; arrangements for a GP medical report; arrangements for any private medical examination; commissioning of an Occupational Health report; conclusions from medical reports/examinations; the medical practitioner’s longer-term prognosis; reasonable adjustments made or proposed; how those adjustments affect the firm; any risk assessment completed; results of that risk assessment; how outcomes have been applied to the employee’s role. Examine absence data and confirm: the employee’s present absence rate; comparison with the firm’s target absence rate; the expected change in absence going forward (considering the practitioner’s prognosis). Consult firm records regarding: the effect of the employee’s absence on their work and the firm; the firm’s...
Course/presentation title [ Add details ] Course/presentation provider [ Add details ] Date of session [ Add date ] Online or in-person ☐ Online ☐ In-person at [ state venue ] Presenter/trainer [ Add details ] Length of session [ Add details ] Maximum number of delegates [ Add details ] Facilities required [ Add details ] Course materials required [ Add details ] Visual aids required [ Add details ] Who is this session aimed at? [ Add details ] What will be covered in this session? [ Add details ] Is this part of a series of courses? ☐ Yes—[ add details ] ☐ No Do delegates need to complete other sessions before this one? ☐ Yes—[ add details ] ☐ No What learning objectives will be met by the end of this session? [ Add details ] Any other comments? [ Add details ]......
1 Experience Request a roster of organisations they have already run training sessions for. Be cautious of the phrase ‘we are involved with projects with…’, as it could indicate they are only at the discussion phase. Ask to review attendee feedback from earlier courses delivered. Request a couple of contact names from former clients so you can obtain a reference. Enquire how they will choose the most suitable trainer(s) for your assignment. 2 The trainer/training company Who will be delivering the training? Where feasible, try to meet the actual trainer to judge suitability/fit for the audience. [ Insert response ] What credentials and experience does the trainer possess? [ Insert response ] For how long has the trainer been with the training company? ......
ARCHIVED This Precedent is no longer active and currently receives no ongoing updates. CORONAVIRUS ( COVID-19) Many arbitral organisations have reacted to the coronavirus pandemic by issuing practical guidance and/or altering their usual procedures and working practices. For details on how this material and associated arbitration proceedings might be affected, consult Practice Note: Arbitral organisations and coronavirus ( COVID-19)—practical impact [ Archived] [ Archived]. For further information, see: Coronavirus ( COVID-19) and arbitration—overview......
Date [ date ] Parties [ Landlord’s name ] [ of OR incorporated in England and Wales (company registration number [ number ]) and having its registered office at ] [ address ] ( Landlord ) [ Tenant’s name ] [ of OR incorporated in England and Wales (company registration number [ number ]) and having its registered office at ] [ address ] ( Tenant ) [ [ Tenant’s Guarantor’s name ] [ of OR incorporated in England and Wales (company registration number [ number ]) and having its registered office at ] [ address ] ( Tenant’s Guarantor ) ] [ Undertenant’s name ] [ of OR incorporated in England and Wales (company registration number [ number ]) and having its registered office at ] [ address ] ( Undertenant ) [ [...
Company No [ insert registered number of company ] [ insert name of company ] (the Company) Minutes of a meeting of the board of directors of the Company held at [ insert place of meeting ] at [ insert time of meeting ] on [ insert date of meeting ] Name Position Present: In attendance: Apologies for absence received from: 1 Notice and quorum 1.1 The Chair confirmed that proper notice of the meeting had been served, a quorum of directors was in attendance and, accordingly, the meeting was duly constituted. 2 Business of the meeting 2.1 The Chair stated that the meeting had been called: 2.1.1 to consider and, if deemed appropriate, recommend to the trustee of the EBT ( Trustee ) that the discretionary employee benefit trust named [ insert name of Employee Benefit Trust ] (the EBT ) be terminated [ ; and OR . ] 2.1.2 [ to approve the making of a...
Enterprise management incentives suitability questionnaire in respect of [ insert name of company ] (the Company) FORTHCOMING CHANGE: On 26 November 2025, as part of Budget 2025, it was confirmed that, with effect from 6 April 2026, the EMI gross asset threshold will rise from £30 million to £120 million. The cap on full-time equivalent employees will likewise move from 250 to 500, and the overall ceiling on the value of unexercised EMI options a company or group may have outstanding at any point will lift from £3 million to £6 million. In addition, the permitted EMI exercise period will be extended from 10 to 15 years, and existing EMI options can be amended to reflect this longer timeframe without forfeiting tax advantages, so long as those amendments accord with the legislation to be included in Finance Bill 2025–26....
A: General information Date of review [ Provide the date the review took place ] Person(s) conducting review [ Identify the person(s) who carried out the review ] B: Review and findings Have the fire risk assessment, fire safety arrangements, and the evacuation plan been examined? Yes/ No If yes, outline any changes required and ensure an action point is recorded in section C below If no, please create an action in section C to review the risk assessment and/or the plan Has this review highlighted any remedial or other action needed to manage or minimise any risks? ......
Stop press: The Data ( Use and Access) Act 2025 ( Commencement No 6 and Transitional and Saving Provisions) Regulations 2026, SI 2026/82 now commence the outstanding sections of the Data ( Use and Access) Act 2025 ( DUAA 2025). Measures on 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 apply from 19 June 2026. For further detail, refer to Practice Note: Data ( Use and Access) Act 2025—employment implications. This Precedent will be revised shortly to reflect these developments. [ Insert name and address of client ] Private and confidential Dear [ insert name ] [ Enter name of employer ] ( Company): Overview of the recruitment process As discussed during our [ meeting OR telephone conversation ] on [ insert date ] about the planned recruitment of a new [ insert...
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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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