Legal Precedents

This template wayleave is accessible through an external link to The City of London Law Society’s Wayleave Agreement (the )...

1 Legal costs 1.1 The legal costs of [ insert brief description of services, eg obtaining a grant of probate and distributing an estate ] consist of [ two OR three ] principal elements: our fees; outlays we pay on your behalf (often referred to as disbursements) [ ; OR . ] [ costs you may need to pay to another party. ] 1.2 Our charges We apply a fixed-fee structure [ of £[ insert price excluding VAT ] OR ranging between £[ insert price excluding VAT ] and £[ insert price excluding VAT ] depending on [ insert description of the factors that will dictate where in the fixed price range your fees will fall, eg the value and complexity of your matter ] ] . [ If a matter or transaction does not reach completion, we reserve the right to...

[ Insert date ] [ Insert ] Employment Tribunal [ insert address ] For the attention of the [ insert ] Employment Tribunal [ Insert case name ] Case Reference: [ Insert case number ] Application under Rule 31(1) to amend the [ Claim OR Response ] We represent the [ Claimant OR Respondent ] in relation to the above matter......

Stop press: The Data ( Use and Access) Act 2025 ( Commencement No 6 and Transitional and Saving Provisions) Regulations 2026 ( SI 2026/82) activate the remaining provisions of the Data ( Use and Access) Act 2025 ( DUAA 2025). Provisions on subject access requests, legitimate interests, purpose limitation, automated decision-making, international transfers and enforcement apply from 5 February 2026, while measures on penalty notices and complaints take effect from 19 June 2026. For further guidance, see Practice Note: Data ( Use and Access) Act 2025—employment implications. This Precedent will be updated shortly to reflect these developments. 1 Introduction The Company upholds the highest standards of information security and treats confidentiality and data protection with the utmost seriousness. This bring your own device ( BYOD) policy complements the Company’s other policies and procedures, which collectively require staff to take...

This note offers general guidance on business property relief ( BPR) from inheritance tax ( IHT) from 6 April 2026, aimed at laypersons drafting a Will, as well as personal representatives, trustees, and beneficiaries of estates or trusts that include business assets. Your Private Client practitioner can give tailored advice for your situation. As widely reported, the government has altered how IHT applies to ‘business property’ from April 2026 by revising business property relief ( BPR). Comparable changes limit the IHT relief for agricultural property by restricting agricultural property relief ( APR). These measures apply mainly from 6 April 2026, but some gifts or transfers to trusts made since 30 October 2024 are also affected. This guide explains what BPR is, when it might be claimed, and the relief rates available. Assessing whether your assets qualify can be complex, so this is an overview only. Please seek...

In the [ [insert Region] ] employment tribunal Case number: [ Insert case number ] Between: [ INSERT NAME OF CLAIMANT ] ( Claimant) and [ INSERT NAME OF RESPONDENT ] ( Respondent) [ CLAIMANT’ S OR RESPONDENT’ S OR AGREED ] LIST OF ISSUES Jurisdictional issues Time limits Were the claims lodged within three months of the impugned acts, taking into account the effect of the ‘stop the clock’ provisions for early conciliation? ( Eq A 2010, ss 123(1)(a) and 140B) For claims resting on the Respondent’s omission to act, when is the Respondent to be regarded as having made the relevant decision? ( Eq A 2010, s 123(4)) [ The Claimant relies on [ insert details, eg a decision not to vary the Claimant’s working hours on [ insert date ] ]. ] For any complaints that are out of time, do they amount to part of a...

Before the Employment Tribunal at [ [ Insert region] ] Case No: [ Insert case number ] Between: [ INSERT NAME OF CLAIMANT ] ( Claimant) and [ INSERT NAME OF RESPONDENT ] ( Respondent) [ CLAIMANT’ S OR RESPONDENT’ S OR AGREED ] List of Issues Jurisdictional issues Was the claim issued within the six-month qualifying time period, taking account of the ‘stop the clock’ provisions associated with early conciliation? ( Equality Act 2010 ( Eq A 2010), ss 129, 140B) The Claimant contends this is [ a standard OR a stable work OR a concealment OR an incapacity OR a concealment and an incapacity ] case. Is the Claimant an employee or a holder of a personal or public office, or were they formerly in such a position or role? ( Eq A 2010, s 64(1), 83(2)) Equal pay...

1 Introduction 1.1 This policy explains the entitlements and duties of employees who are seeking to take bereaved partner’s paternity leave ( BPPL). BPPL provides certain fathers and partners with leave from work in circumstances where the primary carer of a child dies on or after 6 April 2026. 1.2 This policy applies to every employee. It does not extend to agency workers, consultants, or self-employed contractors. 1.3 This policy is provided for guidance only and does not form part of your contract of employment; we may update or amend it at any time. It outlines statutory rights afforded to employees, but is intended as a summary and not a full statement of your rights. If you have any questions about your entitlement, please contact [ the HR department ]. 2 Entitlement to bereaved partner’s paternity leave 2.1 Your eligibility for BPPL depends, among other things, on your...

CLAIM NUMBER [ enter number ] [ IN THE HIGH COURT OF JUSTICE, BUSINESS AND PROPERTY COURTS, PROPERTY, TRUSTS AND PROBATE LIST ( Ch D) ] Concerning the estate of the late [ enter name of the deceased ] ( Probate) [ enter name ] Claimant AND [ enter name(s) ] Defendant[s] Dated [ enter date ] APPLICATION NOTICE [ Enter name of the law firm ] I am [ Claimant OR Legal Representative OR [ provide particulars ] ] [ I represent [ if legal representative, identify party represented ] ]......

This note offers general guidance on agricultural property relief ( APR) from inheritance tax ( IHT) applying on or after 6 April 2026, for non-legal professionals preparing a Will, and for personal representatives, trustees and beneficiaries of estates or trusts that include agricultural property. Your Private Client practitioner can provide tailored advice to suit your circumstances. As widely reported, the government has introduced changes to how IHT is charged on farms and agricultural property from April 2026 by amending agricultural property relief ( APR). Comparable changes limit the IHT relief for business property by restricting business property relief ( BPR). These reforms take effect mainly from 6 April 2026, though certain gifts or transfers to trusts made since 30 October 2024 are also within scope. This guide is intended to help you grasp what APR is and when it might be claimed. The...

Case Ref: [ insert ] THIS ORDER SHALL BE INVALID UNLESS THE IMPRESSED SEAL OF THE COURT OF PROTECTION APPEARS ON EVERY PAGE COURT OF PROTECTION MENTAL CAPACITY ACT 2005 Concerning [ insert name of party ] Issued by District Judge [ insert name ] [ or authorised officer ] at [ insert address ] [ or regional court address ] on [ insert date ] ORDER UPON......

This guide sets out general information on whistleblowing protections for workers, the defences open to employers facing a whistleblowing claim, and practical pointers for developing an effective whistleblowing strategy, drafting a whistleblowing policy, and dealing with a whistleblowing disclosure. Your employment lawyer can provide specific advice tailored to your circumstances. Under the Employment Rights Act 1996 ( ERA 1996), workers who make a whistleblowing disclosure are protected from dismissal, selection for redundancy, and from being subjected to a detriment where the reason, or main reason, for the dismissal, redundancy or detriment is that they made the disclosure. What is whistleblowing? Whistleblowing is the term used where a worker passes on (discloses) information about wrongdoing, which they will usually, although not necessarily, have witnessed at work. To secure whistleblowing protections, the disclosure must satisfy the statutory requirements for a ‘protected disclosure’. A...

Dear [ insert name of individual making request ], I am responding to your data subject request dated [ insert date of request ], which we recorded as received on [ insert date ]......

Dear [ insert name of individual making request ] I am replying to your data subject request dated [ insert date of request ], which we acknowledged as receiving on [ insert date ]......

Warranty & Indemnity insurance provisions—pro-seller—share purchase agreement Include the following terms as additional definitions in clause 1 of the relevant Precedent—namely, as applicable, Share purchase agreement—pro-seller—corporate seller—conditional—long form; Share purchase agreement—pro-seller—corporate seller—unconditional—long form; Share purchase agreement—pro-seller—individual sellers—conditional—long form; Share purchase agreement—pro-seller—individual sellers—unconditional—long form; or Share purchase agreement—pro-seller—corporate seller—short form: 1 Definitions and interpretation W& I Claim • means a claim brought by the Buyer under the W& I Policy; W& I Insurer • means the insurer or underwriter that issues and maintains the W& I Policy and is responsible for providing insurance cover for the risks set out in that policy; W& I Policy • means the warranty and indemnity insurance policy issued to the Buyer that, in accordance with its terms, provides cover for risks arising from any actual or potential breach of the Warranties and from claims under the Tax...

Warranty & Indemnity insurance provisions—pro-buyer—short form—share purchase agreement Insert the following definitions as new definitions into clause 1 of the relevant Precedent— Share purchase agreement—pro-buyer—corporate seller—short form or Share purchase agreement—pro-buyer—individual sellers—short form (as applicable): 1 Definitions and interpretation W& I Policy means the warranty and indemnity insurance policy issued to the Buyer which, in accordance with its terms, covers risks arising from any actual or potential breach of the Warranties and claims made under the Tax Covenant; Insert the following as a new clause immediately following the clause 5 headed ‘ Seller(s) Warranties’: 6 W& I Policy 6.1 The Buyer: 6.1.1 warrants to the Seller as at the date of this Agreement, that it has taken ......

Warranty & Indemnity insurance provisions—pro-buyer—long form—share purchase agreement Add to clause 1: Uninsured Event: facts or matters giving rise to a breach of Warranty not covered by the W& I Policy. W& I Policy: the warranty and indemnity insurance issued to the Buyer covering risks from Warranty breaches and Tax Covenant claims. The Buyer warrants it has placed and will maintain the W& I Policy, under which the insurer irrevocably waives subrogation, contribution or other claims against the Seller, except for loss arising from the Seller’s fraud [ or fraudulent misrepresentation ]. The Buyer shall not rescind, terminate, amend adversely, waive rights under, or act/omit so as to render the W& I Policy void or unenforceable. Replace ‘ Thresholds’ with: The Seller’s maximum liability for all Warranty Claims [ and Tax Covenant Claims ] other than for an Uninsured Event is £1.00, regardless of non‑payment, vitiation, expiry,...

[ Insert broker/insurer contact name ] [ Insert broker/insurer name and address ] Our ref: [ Insert complaint reference number ] Dear [ Insert broker/insurer contact name ] 1 [ Notification of a complaint We write to advise that complaint was received by this firm from [ insert complainant name ] of [ insert complainant contact address ] on......

1 Limitation of liability 1.1 The scope of the parties’ liability under, or in relation to, this Agreement (irrespective of whether such liability arises in tort, contract or by any other means and whether or not resulting from negligence or misrepresentation) shall be as described in this clause 1. 1.2 Subject to clauses [ 1.6, ] 1.7 and 1.8, the aggregate liability of: 1.2.1 the Supplier shall not exceed the sum of £[ insert ]; 1.2.2 the Customer shall not exceed the sum of £[ insert ]. 1.3 Subject to clauses 1.5, [ 1.6, ] 1.7 and 1.8, neither party shall be liable for any consequential, indirect or special losses. ......

This declaration of trust is entered into on [ insert date on which this declaration of trust is executed ] by [ insert name of nominee ] of [ insert address of nominee ] [ , a company registered in England and Wales (registered number [ insert company number ]) ] (the Nominee). BACKGROUND ( A) On [ insert date on which LTIP Contingent / Matched Award / Option was granted ] (the Date of Grant), [ insert name of Participant ] (the Participant) received a [ Contingent Award OR Matched Award OR Option ] (the Award) over [ insert number and class of shares under award or option ] in the capital of [ insert name of company whose shares are subject to LTIP awards ] (the Company) pursuant to the terms of the [ insert name of LTIP ] (the Plan)......