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. Data breach team Limiting harm is the immediate priority after a security incident. You will require a dedicated group to oversee the data breach. What should you do? ☐ Form a data breach team, including your data protection officer ( DPO) and/or data protection manager ( DPM) (if you have one), head of legal/compliance, head of IT, and head of HR (if employee data is affected). ☐ Nominate a person to lead the team (ideally not your head of IT). 2. Preliminary notifications Your first reaction might be to inform affected individuals and regulators, but you need sufficient detail before deciding if that is required or appropriate. The deadline for notifying the Information Commissioner’s Office ( ICO) under the UK General Data Protection Regulation ( UK GDPR) is 72 hours from becoming aware of the breach, and the UK GDPR Recitals indicate you should...
[ Insert in para 8.2 of claim form ET1: ] The Claimant is of [ Indian ] heritage and holds a degree in civil engineering from the [ insert name of college or university ] in India. The Respondent is a practice of engineers conducting business at the premises in [ insert address ]......
STOP PRESS: Abolition of non-dom regime and introduction of residence-based IHT regime Finance Act 2025 ( FA 2025), granted Royal Assent on 20 March 2025, enacts the removal of the remittance basis and introduces a residence-based system, starting on 6 April 2025. FA 2025 likewise substitutes domicile as the principal criterion for inheritance tax exposure going forward. Further reforms cover revising the tests for excluded property status, scrapping the protected settlements status for offshore trusts, and updating the overseas workday relief rules applicable. For details on these reforms, consult Practice Notes: The abolition of the remittance basis of taxation from 2025–26 and A new residence-based regime for IHT from 2025–26. See also: Finance Bill Tracking Service: Key dates ( Finance Bill 2025) and Finance Act 2025. Your Will— explanatory note This explanatory note sets out the principal terms of your Will. Please read this...
Introduction We, [ insert company name ], manage and hold various trade marks that safeguard and strengthen the worth of our brand(s), making them fundamental to our business’s value. This policy provides guidance on creating, using and protecting our trade marks. Compliance with this policy is mandatory; if anything is unclear, contact the Trade Mark Officer (see ‘ Who to contact about this policy’ for details). What is a trade mark? A trade mark typically takes the form of: a word a name a symbol a logo a phrase These may appear on our products, packaging, websites, marketing materials and other communications. Our most frequently used trade marks include [ insert examples ]. They differentiate our goods [ and services ] from competitors’ offerings. Accordingly, they operate as a ‘badge of origin’ and a guarantee of quality for our...
CLAIM NO: [ insert claim number ] IN THE HIGH COURT OF JUSTICE [ Business and Property Courts of England and Wales, Commercial Court ( QBD) OR the High Court of Justice, Business and Property Courts in [ insert location ] ] [ specify division ] [ specify specialist court ] BEFORE [ insert judge’s name ] IN AN ARBITRATION CLAIM DATE: [ insert date ] Between -and- AND IN THE MATTER OF AN ARBITRATION Between -and- Draft ORDER UPON THE CLAIMANT’ S WITHOUT NOTICE APPLICATION dated [ insert date ]......
PART [ Seven ] ADDITIONAL INFORMATION 1 Responsibility 1.1 The [ Offeree ] Directors, whose names are set out in paragraph 2.1 below, accept responsibility for the information in this document, save for the information for which others take responsibility pursuant to paragraph [ s ] [ 1.2 and ] 1.3 below. To the best of the knowledge and belief of the [ Offeree ] Directors (who have taken all reasonable care to ensure this), the information in this document for which they are responsible accords with the facts and does not omit anything likely to affect the import of that information. 1.2 [ The [ Offeror Parent ] Directors whose names are set out in paragraph 2.2 below accept responsibility for the information in this document relating to [ Offeror Parent ], the [ Wider ] [ Offeror ] Group (including [ Offeror ]), the [...
Documents for main applicants Evidence of the sponsor parent(s)' income and funds: Examples of suitable documents to submit are set out below. The six‑month period is not required by the Immigration Rules, but is advised as a sensible span for demonstrating income and savings. Payslips for the last six months (for employed persons); and Evidence of business/self‑employment income for at least the past six months (for self‑employed), such as: (a) a letter from a registered accountant for the business confirming the income received by the sponsor parent(s) during that time, (b) invoices, and/or (c) business accounts Personal bank or building society statements or passbooks for the previous six months. An accountant supplying a supporting letter must be...
THIS LETTER IS IMPORTANT AND REQUIRES YOUR IMMEDIATE ATTENTION. If you are uncertain about the Offer or what steps to take, you should promptly obtain your own independent financial guidance from your stockbroker, bank manager, solicitor, accountant, or another independent financial adviser who is properly authorised under the Financial Services and Markets Act 2000 (as amended) if you live in the United Kingdom, or, if you reside elsewhere, from a suitably authorised independent financial adviser in the appropriate jurisdiction as applicable for your circumstances and status. The laws of jurisdictions outside the United Kingdom may limit the release, publication, or distribution of this document and any accompanying documents; accordingly, anyone who receives this document should carefully familiarise themselves with, and adhere to, at all relevant times, any such limitations. Non‑compliance with these requirements could amount to a breach of the securities laws of those...
This Deed is dated [ date ] Parties [ insert name ] of [ insert address ] and [ insert name ] of [ insert address ] (the Trustees) [ insert name ] of [ insert address ] and [ insert name ] of [ insert address ] (the Appointor) Background This Deed is supplemental to: (1) a trust (the Trust) dated [ insert date ] and entered into between [ insert name ], [ insert name ] and [ insert name ] (the Trust Deed); and (2) the deeds and events set out in the Schedule. The Trustees are the current Trustees of the Trust. The Appointor is the current Appointor of the Trust......
FORTHCOMING CHANGE: Potential changes to Wills Act 1837 The Law Commission’s review of wills published its final report on 16 May 2025, and Volume II contains a draft Bill intended to replace the Wills Act 1837. For details on the proposals, and the draft legislation released, refer to Practice Note: Hot topic—modernising Wills and Modernising wills: Final Report Volume II: draft Bill for a new Wills Act. STOP PRESS: Ending the non-dom regime and moving to a residence-based IHT framework. The Finance Act 2025 ( FA 2025), which obtained Royal Assent on 20 March 2025, enacts measures to abolish the remittance basis of taxation and substitute a residence-based approach from 6 April 2025. FA 2025 also displaces domicile as the principal determinant of liability to inheritance tax. Further measures comprise revisions to the rules for excluded property status, the removal of protected...
Dear [ Insert name ] Re: [ Insert name of client/claimant ] The court has now set a timetable for the case in which you are involved as [ insert details eg liability expert ]. Please find enclosed a copy of the court directions......
[ insert date ] Dear [ insert client’s name ] I enclose a draft financial statement in Form E. Please review it very carefully, as it is crucial that its contents are correct and accurate. Please give particular attention to the notes in Form E......
Request for consent to assignment of contract—private M& A—asset purchase headed notepaper of seller/assignor To: [ Insert name and address of contractual counterparty ] [ Insert date ] Dear [ insert contact name/title at contractual counterparty ], Request for consent to assignment of contract We make reference to the agreement dated [ insert date ] between [ insert name of seller/assignor ] and [ insert name of contractual counterparty ], concerning [ insert details of contract ] (the Contract)......
Company number: [ insert number ] The Companies Act 2006 A private company limited by SHARES Written resolution(s) of [ insert company name ] Limited (the Company) Circulated: [ insert circulation date ] Under Chapter 2 of Part 13 of the Companies Act 2006, the directors of the Company propose that the resolutions below be passed as ordinary resolutions: ORDINARY RESOLUTIONS [ that approval be given to the terms of, and the transactions envisaged by, a guarantee covering all present and future obligations, whether now or later arising, owed to [ insert name of beneficiary ] by [ insert name of borrower ] (the Guarantee)......
ARCHIVED: This Precedent is archived and no longer maintained. It, together with its drafting notes, is intended for proceedings issued in the courts of England and Wales on or before 31 December 2020, where the transitional jurisdiction provisions in Articles 67 or 69 of the Withdrawal Agreement are satisfied. Claim No. [ insert claim number ]. [ IN THE HIGH COURT OF JUSTICE [ BUSINESS AND PROPERTY COURTS [ OF ENGLAND AND WALES OR IN [ insert location ] OR [ Specify division ] [ Specify specialist court ] [ Insert location ] DISTRICT REGISTRY THE COUNTY COURT AT [ insert location ] [ BUSINESS AND PROPERTY COURTS LIST Between [ Party A ] Claimant and [ Party B ] Defendant Defence Introduction For the reasons set out below, the Court has no jurisdiction to determine this claim. ......
[ Insert name and address of witness ][ Insert date ] Dear [ insert name of witness ], [ Insert title of litigation ] I enclose the final draft of the witness statement you have agreed to provide in relation to your factual evidence on the matters in dispute in the claim [ made by/brought against ] [ name of party ] in the litigation involving [ name of opposing parties ]. You have confirmed that the contents of your witness statement are true. Please review the contents of the witness statement once again, and sign the statement of truth at the end of the witness statement to affirm that you believe the matters set out in the witness statement are true. This is required for all witness statements that must be filed at court......
[ Insert your present home address ] Entry Clearance Officer [ Insert the address of the decision-making centre where the application is being submitted ] [ Insert date ] Dear [ insert organisation name ] Letter in support of entry clearance application of [ insert name of applicant child(ren), nationality(ies) and date(s) of birth ] I [ am a British citizen OR hold indefinite leave to remain in the UK OR hold protection status in the UK OR hold humanitarian protection in the UK OR have permission as a stateless person OR have pre-settled status under Appendix EU other than as a ‘joining family member’ or family member of a qualifying British citizen ] and I am the [ [ spouse OR civil partner OR unmarried partner ] ] of [ insert name of applicant partner ]. My birth date is [ insert date of birth ] and I am...
Case Information Name: [ insert ] Witness statement: [ insert ] Date: [ insert ] Exhibits: [ insert ] [ Date of translation: [ insert date ] ] Claim No. [ insert claim number ] [ IN THE HIGH COURT OF JUSTICE [ BUSINESS AND PROPERTY COURTS [ OF ENGLAND AND WALES OR AT [ insert location ] OR [ Identify division ] [ Identify specialist court ] [ Insert location ] DISTRICT REGISTRY THE COUNTY COURT AT [ insert location ] [ BUSINESS AND PROPERTY COURTS LIST Between [ Insert party ] [ Claimant OR Applicant OR Respondent ] and [ Insert party ] [ Defendant OR Applicant OR Respondent ] WITNESS STATEMENT OF [ Insert name of witness ] ON BEHALF OF THE [ Claimant/ Defendant ] I, [ name ], of [ address ], say as...
1 Introduction This Precedent sets out a social media policy for employers to apply to employees and other workers, covering business and private use of social media, permitted platforms, monitoring and conduct matters. It is intended for inclusion within an employee handbook, or also for use as a stand-alone policy. It takes account of: Regulation ( EU) 2016/679, EU GDPR and the Data Protection Act 2018 ( Ireland), and Although the Article 29 Working Party Opinion is mainly founded on Directive 95/46/ EC, the Data Protection Directive, it also looks towards the obligations under Regulation ( EU) 2016/679, EU GDPR. The Article 29 Opinion considers separately the review of an individual’s social media profile: during the recruitment process and during employment Paragraph 1.1— Introduction: reference to internet, email and communications policy For a sample internet, email and...
[ Your ] Will—[ name of testator ]—explanatory note This note outlines the key terms of your Will in clear, plain language. Read it carefully alongside your Will. If anything does not faithfully mirror your wishes, please inform [ me OR [ name of person to contact ] ] [ before you sign ]... Revocation On signing this Will, all earlier Wills and codicils concerning [ your UK estate OR your worldwide estate ] are revoked. As a result, only this Will records your instructions on death for [ your UK estate OR your worldwide estate ]... [ International aspects ] [ [ Your Will covers only your UK assets [ and your assets outside the UK will be governed by a separate local Will OR and your...
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 ]...