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 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...
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 ] ]......
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)......
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 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 ]......
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 ]...