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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 parts of the Data (Use and Access) Act 2025 (DUAA 2025). Measures covering subject access requests, legitimate interests, purpose limitation, automated decision-making, cross-border 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 shortly be revised to reflect these developments. [to be printed on employer letterhead] [ Name of Employee ][ Address ][ Date ] Dear [ insert employee's name ] Secondment to [ insert name of host company ] Following our recent conversations, I am writing to confirm the arrangements we have agreed for your secondment to [ insert name of host company ] (the
[ Insert name and address of client ] [ insert date ] Dear [ insert name of contact at the client ] Explaining the disclosure process and your obligations Thank you for instructing us in relation to [ insert matter name / details ]. [ This letter accompanies our retainer OR Our retainer will follow under separate cover ]. It [ has been confirmed OR is likely OR is possible ] that your dispute with [ describe other parties ] will be determined in the Business and Property Courts [ if it proceeds to formal litigation ]. This letter explains what disclosure under the Disclosure Scheme ( DS ) in the Business and Property Courts involves, and what you must know about the procedure. The DS seeks a fundamental cultural shift in the approach to disclosure in civil litigation. So, even if you have handled
This Agreement is entered into on [ insert date ] between: 1 [ insert name of manufacturer ] [ of OR a company incorporated in [ England and Wales ] under number [ insert registered number ] whose registered office is at ] [ insert address ] (Manufacturer); and 2 [ insert name of customer ] [ of OR a company incorporated in [ England and Wales ] under number [ insert registered number ] whose registered office is at ] [ insert address ] (Customer). Each of the Manufacturer and the Customer is a party and, together, the Manufacturer and the Customer constitute the parties... Background: (A) The Manufacturer manufactures [ insert ]... (B) The Customer Group manages the distribution and sale of [ insert ]... (C) The Manufacturer intends to manufacture and sell the Product to the
This Deed is dated on [ insert day and month ] 20[ insert year ] Parties [ Insert name of Chargor ], being a company incorporated in England and Wales, bearing registered number [ insert company number ], and whose registered office is situate at [ insert address ] (the Chargor); and [ Insert name of Lender ] of [ insert address ] (the Lender). Recitals The Lender makes facilities available to the Chargor under various financing arrangements. It is a condition of the Lender making the facilities available to the Chargor that the Chargor enter into this Deed in favour of the Lender. ...
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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 incorporated in England and Wales (registered number [ insert company number ]) ] (the Nominee ). BACKGROUND ( A) On [ insert date on which LTIP Restricted Award was granted ] (the Date of Grant ), [ insert name of Participant ] (the Participant ) received a Restricted Award (the Award ) in respect of [ insert number and class of shares under Restricted Award ] in the share capital of [ insert name of company whose shares are subject to LTIP awards ] (the Company ) pursuant to the [ insert name of LTIP ] (the Plan ), and, accordingly, all Shares comprised in the Award have been...
[ Insert Firm details ] [ Addressee—insert name and address of expert ] [ Date of letter ] Private and confidential Dear [ insert name of expert ] Letter of Instruction Case heading In the Late Estate of [ insert name ] Deceased (‘the Deceased’) We represent [ insert name ] (‘ Our Client’), the Deceased’s [ son OR daughter ]. We ask that you provide expert opinion on whether the Deceased had testamentary capacity to prepare and sign [ her OR his ] Will dated [ insert day ] of [ insert month ] [ insert year ] (the Will). This letter outlines the factual background, identifies the principal documents, and sets out the matters you should consider. As an expert witness, you will be expected to: Prepare an expert report; Respond to any questions arising from that report; Where appropriate, confer with the other side’s expert; and Give...
1 Policy statement 1.1 The Company is dedicated to realising gender equality across our organisation and to putting in place sustained measures that will meaningfully advance progress in narrowing the gender pay gap. We acknowledge the value of building a more inclusive and supportive workplace and of assisting employees at varied life stages, including colleagues experiencing menopause. 2 Plan summary and scope 2.1 Plan period: [ insert period, eg April 2026– March 2027 ] 2.2 Executive sponsor: [ insert name ] 2.3 EDI lead/plan owner: [ insert name ] 2.4 Geographical scope: UK 2.5 Plan objectives: [ insert details ] 3 Legal and policy framework 3.1 Under the Employment Rights Act 2025, employers with more than 250 employees will face a statutory duty to develop an action plan addressing specified matters relating to gender equality, ie: 3.1.1 tackling the gender pay gap; and ...
1 Budget particulars Applies to: [ Insert eg, Whole firm, Conveyancing department, Charity sector etc ] Budget holder: [ Insert name and role ] Authorised by: [ Insert name and role ] Financial year: [ Insert year the budget applies to ] 2 Summary overview 2.1 The combined business development and marketing allocation for [ insert eg, the firm, the conveyancing department etc ] stands at: £[ insert amount ]......
Key information Firm name [ Insert firm name ] Role holder’s name [ Insert name ] Reporting line [ Insert, e.g. Managing Partner, Chief Operating Officer, Head of Business Development etc ] Scope of role ☐ Entire firm ☐ Department / Practice area [ Insert details ] ☐ Sector [ Insert details ] ☐ Office / Region [ Insert details ] Employment type [ Insert, e.g. Full-time/ Part-time/ Contractor ] [ If a contractor role, state contract length ] Main location [ Insert the primary base for this position—if the role holder is expected to spend regular time across multiple sites, e.g. each regional office, ensure this is...
1 Document scope This review applies to: ☐ Whole firm ☐ Department / Practice area [ Insert details ] ☐ Sector [ Insert details ] ☐ Office / Region [ Insert details ] Start date: [ insert start date ] End date or target: [ insert end date or target end date ] Owner: [ Insert name and role ] 2 Firm strategy and direction [ Insert summary of the priorities for business development. ] 3 Financial performance [ Insert overview of what the numbers indicate. ] 4 Clients and referrers [ Insert outline of what matters most for business development. ] 5 Business development and marketing activity [ Insert overview of current activity, spend, insights, and what is effective or falling short. ] 6 Lawyers and skills [ Insert synopsis of capabilities, gaps, and strengths. ] 7 Other relevant information [ Insert principal conclusions and insights. ] 8 Final...
1 Document scope Scope/level: ☐ Whole firm/ Department/ Practice area [ Insert details ]/ Sector [ Insert details ]/ Office/ Region [ Insert details ]; ☐ Local/ Regional/ National/ International; Lead/dates: [ Insert name and role ]; From [ insert start date ] to [ insert end date or target end date ] 2 UK [ and international ] environment ( Political Economic Social Technology Analysis— PEST) Political/legal; Economic; Social/demographic; Technological: [ Insert details ] 3 Regional or Local Market Analysis Economy/demographics; Business landscape; Influencers/infrastructure; Critical issues: [ Insert details ] 4 Sector analysis Overview; Regulation/governance; Organisations/media; Client needs/pressures; Intermediaries/influencers; Legal competitors: [ Insert details ] 5 Legal market developments analysis Structure/performance; Regulation/profession; Talent/recruitment; Buying behaviour; Media/commentary: [ Insert details ] 6 Competitor analysis Competitors;...
Plan summary Time period covered by this plan From [ insert start date ] to [ insert end date ] Level of plan ☐ Whole firm ☐ Department / Practice area ☐ Sector ☐ Office / Region Owner of the plan [ Insert name and role ] 1 Analysis 1.1 Internal review This part outlines our present situation. 1.1.1 [ Insert eg Firm, Department, Sector ] strategy and priorities [ Provide a concise overview of the direction, growth aims and principal priorities.]......
1 Document scope This plan pertains to: ☐ Whole firm ☐ Department / Practice area [ Provide details ] ☐ Sector [ Provide details ] ☐ Office / Region [ Provide details ] Coverage period: ☐ Next 12 months ☐ 2–3 years ☐ 3–5 years Document owner: [ Insert name and role ] Agreement date: [ Insert date ] 2 Our business development in context Scale and structure: [ Provide details, eg small / mid / large firm, departmental or sector led etc ] Primary source of work today: ☐ Existing clients ☐ Referrers / intermediaries ☐ New client acquisition ☐ Mixed Main constraints on growth: [ Provide details, eg visibility, relationships, capacity, skills, systems etc ] 3 Unifying theme The central idea underpinning our strategy is [ insert details, eg ‘ Trusted advisers to growing...
1 Document scope This plan relates to Time span covered Owner of this plan Agreement date ☐ Whole firm ☐ Department / Practice area [ Insert details ] ☐ Sector [ Insert details ] ☐ Office / Region [ Insert details ] ☐ Next 12 months ☐ 2–3 years ☐ 3–5 years [ Insert name and role ] [ Insert date ] 2 Business development aim(s) Our principal business development aim(s) are: 2.1 [ Insert first aim, eg Increase sustainable fee income while maintaining......
[ enter organisation name ] [ enter organisation address ] Dear [ enter organisation name ] Letter of Authorisation relating to the estate of the late [ enter full name of deceased ] We act as [ executors OR administrators ] for the estate of the late [ enter full name of deceased ] who died on [ enter date of......
[ 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 acted as English law legal adviser to [ insert name of lender ] (the Lender) in relation to financing made available to [ insert name of borrower, company number and registered office ] (the Borrower), comprising a secured [ and guaranteed ] [ term loan and revolving credit facility ] [ describe facilities ] of £ [ insert amount ] (the Transaction). Our engagement has included the negotiation, drafting, execution and finalisation of the documents identified in Schedule 1 ( Documents examined), Paragraph 1 ( Opinion Documents) (the Opinion Documents). This opinion letter is delivered to you, the Lender, pursuant to [...
The Schedule 1 Definitions 1.1 In this Schedule: Adequate Procedures – interpreted in line with BA 2010 and any guidance issued under it; Associated Person – covers any of the following: (a) the officers, staff, agents, subcontractors, subsidiaries and individuals Associated With a party (the Associates); and (b) those Associated With any Associates; in each case where they are engaged in providing services for or on behalf of that party, the Services and/or this Agreement; Associated With – when used: (a) in paragraph 2 for bribery, to be read in accordance with BA 2010 and its guidance; (b) in paragraph 4 for the facilitation of tax evasion, to be read in accordance with Part 3 of CFA 2017 and its guidance; (c) in paragraph 5 for fraud, to be read in accordance with Part 5 of ECCTA 2023 and its...
[ Insert date ] Dear [ insert name of addressee ] Register of People with Significant Control— Notice to an individual under section 790EA of the Companies Act 2006 ( CA 2006) (the ‘ Act ’) Interests concerning [ insert name of LLP ] [ insert type of LLP ] We hold reasonable grounds to think that you are now no longer a registrable person with significant control ( PSC) in......
[ Insert date ] Dear [ insert name of addressee ] Register of People with Significant Control— Notice to a legal entity under section 790EA of the Companies Act 2006 ( CA 2006) (the ‘ Act ’) Interests in [ insert name of LLP ] [ insert type of LLP ] We hold sufficient grounds to think that you are now no longer a registrable relevant legal entity ( RLE) in......
[ Insert date ] Dear [ insert name of addressee ] Register of People with Significant Control— Notice to an individual under section 790EA of the Companies Act 2006 ( CA 2006) (the ‘ Act ’) Interests in [ insert name of Company ] [ insert type of company ] We have sound grounds to consider that you are no longer now a registrable person with significant control ( PSC) of......
[ Insert date ] Dear [ insert name of addressee ] Register of People with Significant Control— Notice to a legal entity under section 790EA of the Companies Act 2006 ( CA 2006) (the ‘ Act ’) Interests in [ insert name of Company ] [ insert type of company ] We have reasonable grounds to think that you no longer qualify as a registrable relevant legal entity ( RLE) in respect......
Date [ date ] Parties [ name of seller ] of [ address ] (the Seller); [ name of buyer ] of [ address ] (the Buyer); 1 Definitions For this contract, the terms below shall have the meanings set out: Buyer’s conveyancer: [ name ] at [ address ] (reference [ details ]); Completion Date: [ insert date ]; Contents: the items at the Property shown as included on the attached list; [ Contents Price: £[ amount in figures ] ([ amount in words ] pounds); ] Deposit: £[ amount in figures ] ([ amount in words ] pounds); [ Lease: [ insert details of lease ]; ] Property: [ All that freehold property situated at and known as [ insert address ], registered with absolute title at HM Land Registry under the title number OR all that...
1 General records management ICO expectation and current status More information Lexis Nexis® Precedents Your organisation has set out and assigned records management duties ☐ Neither implemented nor planned yet ☐ Partly implemented or in planning ☐ Successfully implemented ☐ Not applicable Appoint a senior lead for records management with sufficient authority to influence policy, processes and organisational culture, and to drive change where needed. Where capacity permits, designate a suitably skilled person to coordinate records management across your organisation and oversee activity day to day. This remit can be combined with other internal roles within your business. Data protection officer ( DPO) job description and role profile Data privacy manager (non- DPO) job description and role profile Your organisation has approved and issued an appropriate records management policy, with regular review ☐ Neither implemented nor planned yet ☐ Partly...
THIS DEED is made and entered into on [ date ] Parties [ Name of spouse or civil partner who is a statutory beneficiary entitled on intestacy ] of [ address ] (being the [ Surviving Spouse OR Surviving Civil Partner ]) [ Names of deceased’s children who are statutory beneficiaries entitled on intestacy ] of [ addresses ] (the Children) [ Names of administrators ] of [ addresses ] (being the Administrators) BACKGROUND [ Name of deceased ] (the Deceased) died without a will on [ date of death ], then leaving the [ Surviving Spouse OR Surviving Civil Partner ] and the Children surviving, being the Deceased’s [ Surviving Spouse OR Surviving Civil Partner ] and children, each of full age. By virtue of section 46(1) of the Administration of Estates Act 1925, the [ Surviving Spouse OR...
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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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