Legal Precedents

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RISK & COMPLIANCE

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

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RISK & COMPLIANCE

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

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BANKING & FINANCE

[ 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 ]

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BANKING & FINANCE

[ 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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PRECEDENTS

Claim No. [ insert claim number ]. In the High Court of Justice Business and Property Courts Of England and Wales or in [ insert location ] [ Specify division ] [ Specify specialist court ] [ Insert location ] District Registry The County Court at [ insert location ] Business and Property Courts List Before [ The Honourable Mr or Mrs Justice OR His or Her Honour Judge OR Master OR District Judge ] [ insert name ] Dated: [ insert date ] Between: [ insert name of Claimant ] Claimant And: [ insert name of Defendant ] Defendant [ Draft ] Multi-track standard directions Warning: you must adhere to the obligations set by this order; failing to do so may lead to your case being struck out or another penalty being...

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PRECEDENTS

Claim No. [ enter claim number ]. [ IN THE HIGH COURT OF JUSTICE [ BUSINESS AND PROPERTY COURTS [ OF ENGLAND AND WALES OR AT [ enter location ] ] ] [ State division ] [ State specialist court ] [ Insert location ] DISTRICT REGISTRY OR THE COUNTY COURT AT [ enter location ] [ BUSINESS AND PROPERTY COURTS LIST ] ] Between: [ enter name ] Claimant and [ enter name ] Defendant Draft directions order Warning: you must fully comply with the requirements set out in this order; otherwise your case is liable to be struck out, or another sanction imposed upon you. If compliance is not possible, you should promptly make a formal application to the court, without delay, before any specified deadline duly expires......

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PRECEDENTS

STOP PRESS : Major reforms to the UK prospectus framework took effect on 19 January 2026. The principal texts setting out the updated rules for public offers of securities and admissions to trading in the UK are the Public Offers and Admissions to Trading Regulations 2024, SI 2024/105 (the POATRs), and the FCA sourcebook, The Prospectus Rules: Admission to Trading on a Regulated Market ( PRM). The UK Prospectus Regulation and the FCA Prospectus Regulation Rules have been repealed......

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PRECEDENTS

The trustees of the Scheme (the Trustees) have determined [ with the approval of [ insert name of person ] ] , in line with [ insert clause/rule in governing deed and rules permitting......

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PRECEDENTS

THIS PRECEDENT APPLIES TO SCHEMES UNTIL 5 APRIL 2016. For more details, refer to Practice Note: Payment of surplus to employer—ongoing pension schemes......

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PRECEDENTS

In line with s 241 of the Pensions Act 2004, the Scheme’s trustees (the Trustees) have agreed to adopt the member-nominated trustee arrangement as attached herein......

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PRECEDENTS

THIS PRECEDENT APPLIES TO SCHEMES UNTIL 5 APRIL 2016. FOR MORE DETAILS, CONSULT PRACTICE NOTE: Payment of surplus to the employer—ongoing pension schemes......

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PRECEDENTS

[ On Party A’s headed notepaper ] [ Insert address of Party B ] [ Insert address of Guarantor ] [ Insert date ] Dear [ name of Party B ] [ and [ name of Guarantor ] ] Variation of contract We refer to the agreement of [ insert date of existing contract ] between [ you and us OR you, us and the Guarantor ], concerning [ insert description of the existing contract ] (the Contract). [ Outline the background to the proposed changes ]. Pursuant to clause [ insert clause ] of the Contract, and in consideration of £[ 1 ] paid by us to you [ and the Guarantor ] (the receipt of which is acknowledged by you [ and the Guarantor ]), we agree that the Contract shall be varied in line with paragraph 6 below, with [...

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PRECEDENTS

This document offers general guidance on parental responsibility for a child. Your family lawyer will be able to give specific advice tailored to your circumstances. What is parental responsibility? Parental responsibility is defined in law by the Children Act 1989 as all the rights, duties, powers, responsibilities and authority that a parent holds in relation to a child and the child’s property. Anyone who has parental responsibility is entitled to be involved in significant decisions concerning the child, including: where the child is to live which school they should attend whether the child should follow any religion (if at all) the name the child should use consenting to or refusing medical treatment managing the child’s money or property Parental responsibility does not allow a person to interfere with ordinary, day-to-day choices such as clothing, hobbies, or preferred TV...

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PRECEDENTS

This Deed is hereby entered into on [ date ] Parties [ name of Seller ] [ of OR incorporated in England and Wales (company number [ number ]) whose registered office is at ] [ address ] ( Seller ) [ name of Buyer ] [ of OR incorporated in England and Wales (company number [ number ]) whose registered office is at ] [ address ] ( Buyer ) BACKGROUND [ On this day, the Seller has conveyed the Property to the Buyer. ] The Property remains subject to the Lease [ s ] . Under the Contract, the Seller has duly consented to transfer the Arrears to the Buyer in strict accordance with the provisions of this Deed.......

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PRECEDENTS

date: [ date ]. Parties [ name of seller that served schedule of dilapidations ] [ of OR incorporated in England and Wales with company registration number [ insert company registration number ] whose registered office is at ] [ insert address ] (the Seller) [ name of buyer ] [ of OR incorporated in England and Wales with company registration number [ insert company registration number ] whose registered office is at ] [ insert address ] (the Buyer) Recitals ( A) Under a contract dated [ date ], entered into between (1) the Seller [ and OR , ] (2) the Buyer [ and (3) [ insert other party to the contract ] ] (the Contract), the Seller has agreed with the Buyer to sell to the Buyer the property identified in the Contract (the Property)......

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PRECEDENTS

This Licence is entered into on [ insert date ] (the Commencement Date): Parties [ insert licensor name ], a company incorporated in [ England and Wales ] under number [ insert company number ], whose registered office is at [ insert address ] (the Licensor); and [ insert licensee name ], a company incorporated in [ England and Wales ] under number [ insert company number ], whose registered office is at [ insert address ] (the Licensee), (each of the Licensor and the Licensee being a party and, together, the Licensor and the Licensee are the parties). Background ( A) [ Explain the relationship between the Licensor and the Licensee. ] ( B) [ The Licensor has entered into an agreement with the Licensee [ dated [ insert date ] ] (the Main Agreement) for [ insert other description of relevant transaction (referencing any relevant related...

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PRECEDENTS

This Deed is executed on [ date ] Parties [ insert name of party ] [ of OR a company registered in [ England and Wales ] with number [ insert registered number ] and whose registered office is at ] [ insert address ] ( Party A ) [ and ] [ insert name of party ] [ of OR a company registered in [ England and Wales ] with number [ insert registered number ] and whose registered office is at ] [ insert address ] ( Party B ) [ , OR ; and ] [ [ insert name of party ] [ of OR a company registered in [ England and Wales ] with number [ insert registered number ] and whose registered office is at ] [ insert address ] ( Guarantor ), ] Each of [ Party A and Party B OR Party A,...

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PRECEDENTS

[ insert date ] [ insert employee’s name and address ] Private and confidential Dear [ insert name ] Consent to medical report by [ Company doctor ] Further to your meeting with [ insert name ] on [ insert date ], [ we OR We ] are seeking your consent to obtain a written medical report about you from [ the Company doctor ]. In order to prepare this report, [ the Company doctor ] could be required to carry out a medical examination of you, or be allowed access to your medical records [ covering the period from [ insert date ] to [ insert date ] ] from your GP or consultant and, where necessary, to discuss those records with your GP or consultant......

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PRECEDENTS

[ insert date ] [ insert name and address of doctor ] Private and confidential Dear [ insert doctor’s name ] Request for medical report on [ insert employee’s name and date of birth ] We are seeking a report concerning the medical condition of our employee, [ insert name ]. [ Name of employee ] has been employed by us since [ insert date ] in the post of [ insert job title ] [ and we enclose a copy of their job description ]......

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PRECEDENTS

Date: [ insert date ] Employee’s name: [ insert name ] Employee’s date of birth: [ insert date of birth ] Employee’s address: [ insert address ] Employer’s name: [ insert name ] Private and confidential To: [ insert name of doctor ] I acknowledge that my employer intends to obtain a medical report from you in order to: evaluate my capacity for work and the anticipated timing of my return; determine whether any underlying health issue explains my frequent absences from work; organise the work in my department, and consider the effect of my absence from or......

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PRECEDENTS

[ insert date ] [ insert name and address of doctor ] Private and confidential Dear [ insert doctor’s name ] Request for report on [ insert employee’s name and date of birth ] We write to request a report regarding the medical condition of our employee [ insert name of employee ], whom we understand is under your care. [ Insert name of employee ] has been employed with us since [ insert date ] in the role of [ insert job title ] [ and we have enclosed a copy of the relevant job description ]......

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PRECEDENTS

[ Insert date ][ Insert employee’s name and address ] Private and confidential Dear [ insert name ] Consent for pre-employment medical report As outlined in our offer of employment dated [ insert date ], we wish to request a medical report from [ the Company’s occupational health service ] concerning your health, so we can determine whether you are fit to undertake the duties required for the role you have been offered [ , as set out in the job description ] . To compile the medical report, [ the Company’s occupational health service ] will need [ to carry out a medical examination of you AND/ OR access to your medical records, held by your GP or consultant ] ......

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PRECEDENTS

[ insert date ] [ insert name and address of doctor ] Private and confidential Dear [ insert doctor’s name ] Request for pre-employment medical report on [ insert prospective employee’s name and date of birth ] We have made a conditional offer of employment to the named individual for the role of [ insert job title ], subject to their being medically fit to perform the duties required for this post. This correspondence serves to confirm our request that you provide a report on the individual’s fitness to undertake the responsibilities of the [ insert job title ] position [ , as set out in the enclosed job description. ]......

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PRECEDENTS

Date: [ insert date ] Employee name: [ insert name ] Employee date of birth: [ insert date of birth ] Employee address: [ insert address ] Employer name: [ insert name ] Private and confidential To: [ insert name of doctor ] I recognise you as [ an occupational health practitioner OR doctor ] [ engaged by OR entirely independent of ] my employer. I affirm I am not, and have never been, at any time whatsoever, your patient nor within your clinical care......

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Popular documents

When evaluating a general damages claim, the practitioner ought initially to refer to the Judicial College Guidelines (JCG)...

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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...

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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 ...

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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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