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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
Most recent Precedents
STOP PRESS: Abolition of non-dom regime and introduction of residence-based IHT regime Finance Act 2025 ( FA 2025), which obtained Royal Assent on 20 March 2025, brings in legislation to scrap the remittance basis of taxation and replaces it with a residence-based system from 6 April 2025. FA 2025 also removes domicile as the decisive factor for inheritance tax exposure. Further updates also cover revisions to the criteria for excluded property status, the ending of protected settlements status for offshore trusts, and adjustments to overseas workday relief. For detail on these updates, 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...
[ Your] Will—[ name of testator ]— [ explanatory note ] This [ explanatory note ] sets out the key provisions of your Will in plain terms. Please review it carefully alongside your Will. If anything does not reflect our wishes, please tell [ me OR [ name of person to contact ] ] [ before you sign. ] Revocation When you execute this Will, any earlier Wills or codicils concerning [ your UK estate OR your worldwide estate ] are revoked. As a result, only this Will records your wishes on death in relation to [ your UK estate OR your worldwide estate ]. [ International aspects ] [ [ Your Will only covers your UK assets [ and your assets outside the UK will be dealt with by a...
STOP PRESS: Abolition of non-dom regime and introduction of residence-based IHT regime. Finance Act 2025 ( FA 2025), which received Royal Assent on 20 March 2025, brings in legislation to abolish the remittance basis of taxation and to replace it with a residence-based regime, with effect from 6 April 2025. FA 2025 also removes domicile as the key factor in determining liability to inheritance tax. Other measures include amendments to the rules determining excluded property status, the abolition of the protected settlements status of offshore trusts, and changes to overseas workday relief. For information on these changes, see 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...
Concurrent delay We wish to engage with you on the method to be applied to extensions of time for concurrent delays, a relief that [ insert name of the Contractor appointed on the project ] (the ‘ Contractor ’) has asserted should be available under [ insert name/description of the project ]. By concurrent delay we mean a circumstance where a construction scheme faces critical slippage and two or more separate causes exist, any one of which would, in isolation, have produced the same delay on its own within the project......
Final order Dear [ insert client’s name ] I confirm receipt of the final order in your [ divorce OR dissolution ] [ (previously known as decree absolute) ] and herewith also enclose a copy for your own records. This final order formally ends your [ marriage OR civil partnership ]......
Dear [ insert client’s name ] Conditional order I confirm receipt of the certificate of entitlement to a conditional order and enclose a copy for your records. As indicated, the court has scheduled [ insert date ] at [ insert time ] for the pronouncement of the conditional order in your case. A conditional order signifies that the court has accepted you are entitled to a [ divorce OR dissolution ], although it has not yet been made final. Such orders are pronounced in open court, meaning the judge reads out a list of the names of those whose applications have reached the conditional order stage......
[ Divorce OR Dissolution ] Dear [ insert client’s name ] I can confirm the court has now issued the application and it has been duly served on your [ husband OR wife OR civil partner ]. Please find enclosed a copy of the issued application for your records. The following step is for your [ husband OR wife OR civil partner ] to submit an acknowledgement of service within 14 days, starting on the date the application was served. Accordingly, if they are using the online system, the acknowledgement of service must be filed by [ insert date ]. If they are not using the online system, we will then be notified of the date by which they are required to lodge the acknowledgement of service. [ As your [ husband OR wife OR civil partner ] is outside England and Wales, this period is...
[ Your ] Will—[ name of testator ]—[ explanatory note ] This [ explanatory note ] sets out, in clear terms, the key provisions of your Will. Please review it carefully alongside your Will. If anything fails to match your wishes, please inform [me OR [name of person to contact]] before you sign your Will. Revocation When you execute this Will, all earlier Wills or codicils concerning [your UK estate OR your worldwide estate] are revoked. Consequently, only this Will records your intentions on death. [ International aspects [ [ Your Will only covers your UK property [ and your property outside the UK will be dealt with by a separate, local Will OR and your property outside the UK has already been dealt with by a...
STOP PRESS: Abolition of non-dom regime and introduction of residence-based IHT regime Finance Act 2025 ( FA 2025), which received Royal Assent on 20 March 2025, gives effect to the abolition of the remittance basis of taxation and, in its place, establishes a residence-based regime taking effect from 6 April 2025. FA 2025 also removes domicile as the decisive factor when determining exposure to inheritance tax. Further provisions cover amendments to the rules that determine excluded property status, the removal of protected settlements status for offshore trusts, and alterations to the overseas workday relief rules. For more on these measures, see 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...
This paper offers broad guidance on certain key considerations when pursuing an administration action of this nature. Your dedicated Private Client specialist can provide bespoke advice tailored to your particular circumstances and needs. What is an administration action When beneficiaries of an estate are worried that the personal representatives (the executors or administrators) are not managing the estate correctly, they will want guidance on the options available rather than standing by as matters worsen, with the potential for significant financial and avoidable loss to the estate’s value and their inheritance, over time. A personal representative can be liable for wasting the estate, or for breaching their duties. The personal representatives have an obligation to call in the deceased’s estate, settle the deceased’s liabilities and distribute the remainder of the estate (after deduction of all tax and administration expenses) in accordance with the terms of the Will or the...
[ Your ] Will—explanatory note This note sets out the main terms of your Will in plain language. Please review it alongside your Will. If anything does not reflect what you intend, please tell [ me OR [ name of person to contact ] ] before you sign. Revocation By signing this Will, all earlier Wills and codicils relating to [ your UK estate OR your worldwide estate ] are revoked. Accordingly, only this Will records your wishes on death. [ International aspects ] [ [ Your Will only concerns your UK property [ and your property outside the UK will be dealt with by a separate, local Will OR and your property outside the UK has already been dealt with by a separate, local Will ] OR Your...
This Agreement This Agreement is dated [ insert date ] Parties [ insert name of employee borrower ], of [ insert address ] ( Employee) [ insert name of employer lender ], a company incorporated in England and Wales with registered number [ insert company number ], whose registered office is at [ insert address ] ( Employer) The parties agree as follows: Definitions 1.1 In this Agreement, unless stated otherwise: Drawdown Date means [ insert date ]; Event of Default has the meaning given in Clause 6; Loan means the sum of £[ insert figure ] (£[ insert amount in words ]) to be advanced by the Employer to the Employee under this Agreement, to the extent not yet repaid; Repayment Date has the meaning given in Clause 4. The Loan 2.1 Subject to the provisions of this Agreement, the Employer will provide the Loan to the...
[ Your ] Will—[ name of testator ]—explanatory note This note sets out the key provisions of your Will in clear, everyday language. Please read it carefully alongside your Will. If anything does not reflect your wishes, please tell [ me OR [ name of person to contact ] ] [ before you sign ]. Revocation When you sign this Will, any earlier Wills or codicils relating to [ your UK estate OR your worldwide estate ] are revoked. As a consequence, this Will records your wishes on death in relation to [ your UK estate OR your worldwide estate ]. [ International aspects [ [ Your Will only deals with your UK property [ and your property outside the UK will be dealt with by a separate local Will OR and...
[ Your ] Will—[ name of testator ]—[ explanatory note ] This [ explanatory note ] sets out the key provisions of your Will in plain language. Please review it carefully alongside your Will. If anything does not match your wishes, please inform [ me OR [ name of person to contact ] ] [ before you sign. ] . 1 Revocation When you execute this Will, all earlier Wills and codicils concerning [ your UK estate OR your worldwide estate ] are cancelled. As a result, only this Will records your wishes on death in relation to [ your UK estate or OR your worldwide estate ] . [ The Will is made in contemplation of marriage/civil partnership to [ name of intended spouse/civil partner ] [ and will only take effect if the marriage/civil partnership takes place ] .......
What is adjudication? You have asked us to set out what adjudication involves and how the process commonly unfolds, in the context of [ [ your proposal to enter into a construction contract with ] [ insert name of the counterparty ] OR [ in anticipation of adjudication proceedings between ] you and [ insert name of the counterparty ] ]. Adjudication is a mechanism intended to help parties resolve disputes quickly and at relatively modest cost. Pursuant to the Housing Grants, Construction and Regeneration Act 1996 ( HGCRA 1996), parties to construction contracts have the right to commence adjudication at any time. The dispute is referred to an adjudicator, who acts as an independent decision-maker. In most cases the adjudicator will be a construction industry professional (e.g. a quantity surveyor or engineer), or a lawyer with construction experience. They will consider the...
[ Your ] Will—[ name of testator ]—[ explanatory note ] This [ explanatory note ] outlines the principal provisions of your Will. Please read this [ explanatory note ] together with your Will carefully. If, after considering this [ explanatory note ] and your Will, you decide that any part of your Will does not accurately reflect your intentions, please inform [ me OR [ name of person to contact ] ] [ before you sign your Will ] . Revocation Upon signing this Will, all earlier Wills or codicils concerning [ [your UK estate OR OR your worldwide estate] ] are cancelled. Consequently, only this Will records your wishes on death. [ The Will is made in contemplation of marriage/civil partnership to [ name of intended spouse/civil partner ] [ and will only take effect if the...
Notwithstanding the provisions of [ insert clause number granting the trustees authority to invest ] the said Trustees shall not (whether in exercise of the investment authority conferred by clause [ insert clause granting the trustees authority to invest ] or of the general power of investment contained in the Trustee Act of 2000, section 3) invest in the shares, stock, debentures, loan stock, or other securities of any company which is, or any of whose subsidiaries are, engaged in any of the following specified activities [ insert details ]......
PLEASE READ THE TERMS OF THIS LICENCE CAREFULLY This legally enforceable agreement is between you (the ‘ Licensee’) and us (‘[ INSERT LICENSOR COMPANY NAME ]’, ‘ Licensor’, ‘we’ or ‘us’). It grants you a licence (the ‘ Licence’) for the [ INSERT NAME OF SOFTWARE ( INCLUDING THE VERSION AND LATEST RELEASE NUMBER AND A BRIEF DESCRIPTION IF REQUIRED) ], together with any complimentary Updates, Upgrades, patches, fixes or workarounds issued by the Licensor under this Licence, and all related data, media or documents (collectively, the ‘ Software’). For clarity, this Licence does not constitute a sale of the Software; we remain the sole and beneficial owners of the Software at all times. BY SELECTING ‘ ACCEPT’ AT THE CONCLUSION OF THIS LICENCE, YOU CONFIRM THAT YOU AGREE TO THE TERMS BELOW, WHICH WILL BIND YOU AND ANY AUTHORISED LICENSEES WHEN...
To choose solely those investments that the Trustees, at their unfettered discretion, deem ethically permissible, without incurring liability for any loss whatsoever that may thereby arise to the Trust Fund......
This Agreement is entered into on [ date ] Parties 1 [ insert name of party ] [ of OR a company incorporated in England and Wales with number [ insert registered number ] whose registered office is at ] [ insert address ] ( Manufacturer); and 2 [ insert name of party ] [ of OR a company incorporated in England and Wales with number [ insert registered number ] whose registered office is at ] [ insert address ] ( Distributor); each of the Manufacturer and the Distributor is a party and together they are parties. Background ( A) The Manufacturer produces [ and supplies ] the Products. ( B) The Distributor has agreed to distribute [ and support ] the Products on a non-exclusive basis in the Territory in accordance with the provisions of this Agreement......
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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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