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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
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FORTHCOMING CHANGE: Potential changes to Wills Act 1837 The Law Commission’s review of wills culminated in a final report on 16 May 2025. Volume II contains a Draft Bill proposing replacement of the Wills Act 1837. For details of these proposals, including the published draft legislation, see Practice Note: Hot topic—modernising Wills and Modernising wills: Final Report Volume II: Draft Bill for a new Wills Act. STOP PRESS: Abolition of non-dom regime and introduction of residence-based IHT regime The Finance Act 2025 ( FA 2025), which received Royal Assent on 20 March 2025, implements the abolition of the remittance basis and introduces a residence-based regime from 6 April 2025. FA 2025 makes residence, rather than domicile, the main determinant of liability to inheritance tax. changes to the rules defining excluded property status; removal of protected settlements status for offshore trusts; and ...
FORTHCOMING CHANGE: Potential changes to Wills Act 1837 On 16 May 2025, the Law Commission’s review of wills issued its final report, with Volume II setting out a draft Bill to replace the Wills Act 1837. For further detail on these proposals, and the published draft legislation, see Practice Note: Hot topic—modernising Wills and Modernising wills: Final Report Volume II: draft Bill for a new Wills Act, as outlined therein. STOP PRESS: Abolition of non-dom regime and move to a residence-based IHT regime, in particular. The Finance Act 2025 ( FA 2025), which obtained Royal Assent on 20 March 2025, enacts the end of the remittance basis of taxation and introduces a residence-based approach from 6 April 2025. FA 2025 also displaces domicile as the principal determinant of liability to inheritance tax. Additional measures revise the rules for excluded property status, remove protected...
FORTHCOMING CHANGE: Potential changes to Wills Act 1837 The Law Commission’s review of Wills issued its final report on 16 May 2025, with Volume II containing a draft Bill intended to replace the Wills Act 1837. For information on these changes, and the published draft legislation, see Practice Note: Hot topic—modernising Wills and Modernising wills: Final Report Volume II: draft Bill for a new Wills Act. 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, implements legislation abolishing the remittance basis of taxation and introducing a residence-based regime, commencing on 6 April 2025. FA 2025 also replaces domicile as the key factor in establishing liability to inheritance tax. Other changes include amendment of the rules determining excluded property status, the abolition of protected settlements status of offshore trusts, and...
FORTHCOMING CHANGE: Potential changes to Wills Act 1837 The Law Commission’s review of wills released its final report on 16 May 2025. In Volume II it includes a draft Bill proposing replacement of the Wills Act 1837. For further details about these proposals, and the published draft legislation, refer to Practice Note: Hot topic—modernising Wills and Modernising wills: Final Report Volume II: draft Bill for a new Wills Act. 1 Revocation I [ full name of testator ] of [ address of testator ] hereby revoke any and all earlier testamentary dispositions made by me [ to the extent that and so far only as they affect my property of every kind in the United Kingdom of Great Britain and Northern Ireland ] and state that this is my last Will. [ I also revoke all previous appointments of guardians of my minor children made by me...
FORTHCOMING CHANGE: Potential changes to Wills Act 1837 The Law Commission’s review of wills concluded with a final report on 16 May 2025, and Volume II contains a draft Bill proposing a replacement for the Wills Act 1837. For further details of these proposals, together with the published draft legislation, refer to Practice Note: Hot topic—modernising Wills and Modernising wills: Final Report Volume II: draft Bill for a new Wills Act STOP PRESS: Abolition of the non-dom regime and the introduction of a residence-based IHT regime. The Finance Act 2025 ( FA 2025), which received Royal Assent on 20 March 2025, enacts the removal of the remittance basis of taxation and replaces it with a residence-based system, taking effect from 6 April 2025. FA 2025 also substitutes domicile as the principal factor for establishing liability to inheritance tax. Other reforms include amendments to the rules...
FORTHCOMING CHANGE: Potential changes to Wills Act 1837 The Law Commission’s review of wills issued its final report on 16 May 2025, with Volume II containing a draft bill to replace the Wills Act 1837. For details of these proposals, including the published draft legislation, see Practice Note: Hot topic—modernising Wills and Modernising wills: Final Report Volume II: draft Bill for a new Wills Act. STOP PRESS: Abolition of non-dom regime and introduction of residence-based IHT regime The Finance Act 2025 ( FA 2025), which obtained Royal Assent on 20 March 2025, legislates for the abolition of the remittance basis and brings in a residence-based regime from 6 April 2025. FA 2025 also removes domicile as the primary basis for establishing inheritance tax liability. Other reforms include: Amendments to the rules determining excluded property status Abolition of protected settlements status for offshore trusts ...
FORTHCOMING CHANGE: Potential changes to Wills Act 1837 On 16 May 2025, the Law Commission’s review of Wills published its final report, formally setting out its conclusions, with Volume II containing a draft Bill intended to supersede the Wills Act 1837. For details of these proposals, including the published draft legislation, consult 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 regime. The Finance Act 2025 ( FA 2025), which obtained Royal Assent on 20 March 2025, enacts legislation for the removal of the remittance basis of taxation and substitutes a residence-based system commencing on 6 April 2025. It also displaces domicile as the principal determinant of inheritance tax ( IHT) liability for individuals. Further measures cover revisions to the rules for...
FORTHCOMING CHANGE: Potential changes to Wills Act 1837 The Law Commission’s review of Wills delivered its final report on 16 May 2025, with Volume II setting out a draft bill intended to replace the Wills Act 1837. For further details on the proposals, including the published draft legislation, see Practice Note: Hot topic—modernising Wills and Modernising wills: Final Report Volume II: draft Bill for a new Wills Act. STOP PRESS: Abolition of non-dom regime and move to a residence-based IHT framework. Finance Act 2025 ( FA 2025), which secured Royal Assent on 20 March 2025, enacts the end of the remittance basis of taxation and introduces a residence-based system from 6 April 2025. FA 2025 also replaces domicile as the key factor determining liability to inheritance tax. Revisions to the rules for establishing excluded property status Removal of protected settlements status for offshore...
FORTHCOMING CHANGE: Potential changes to Wills Act 1837 The Law Commission’s review of wills published its final report on 16 May 2025, with Volume II setting out a detailed draft Bill intended to supersede the Wills Act 1837. For further details of these proposals, including the published draft legislation, see Practice Note: Hot topic—modernising Wills and Modernising wills: Final Report Volume II: draft Bill for a new Wills Act. 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, legislates to abolish the remittance basis of taxation and to introduce a residence-based regime with effect from 6 April 2025. FA 2025 also displaces domicile as the principal factor in determining liability to inheritance tax. Further measures include revising the rules for excluded property status, abolishing the protected...
This Deed is executed on [ date ] Parties [ insert name ] of [ insert address ] and [ insert name ] of [ insert address ] (the Retiring Trustees) [ insert name ] of [ insert address ] and [ insert name ] of [ insert address ] (the New Trustees) Background This Deed is supplemental to: (i) a trust (the Trust) dated [ insert date ], entered into between [ insert name ] (1) and [ insert name ] and [ insert name ] (2) (the Trust Deed); and (ii) the deeds and events described in Schedule 1 The Retiring Trustees are, at present, the trustees of the Trust. Pursuant to clause [ insert number ] of the Trust Deed, the Retiring Trustees have authority to appoint new or additional trustees of the Trust. ......
This Deed is executed on [ date ] Parties 1 [ insert name ] of [ insert address ] together with [ insert name ] of [ insert address ] (the Trustees ) and 2 [ insert name ] of [ insert address ] (the Appointor ) Background ( A) This Deed supplements: (i) a trust (the Trust ) dated [ insert date ] and constituted by [ insert name ] and [ insert name ] and [ insert name ] (the Trust Deed ) and (ii) those deeds and events set out in [ the ] the Schedule. ( B) The Trustees are currently the trustees of the Trust. ( C) The Appointor is the present Appointor of the Trust......
This Deed is entered into on [ date ] Parties [ Insert name ] of [ insert address ] together with [ insert name ] of [ insert address ] (the Appointor); [ Insert name ] of [ insert address ] and [ insert name ] of [ insert address ] (the Outgoing Trustees); and [ Insert name ] of [ insert address ] alongside [ insert name ] of [ insert address ] (the New Trustees). Background This Deed is supplemental to: (i) a trust (the Trust) dated [ insert date ], created between [ insert name ] (1) and [ insert name ] and [ insert name ] (2) (the Trust Deed); and (ii) the deeds and events set out in Schedule 1. The Outgoing Trustees are currently the trustees of the Trust. The Appointor is...
I, [ insert name ], of [ insert address ], state that this is the [ first OR second ] codicil to my Will, which is dated [ date of Will ] [ as amended by my first codicil dated [ date of first codicil ] ] (my Will). Change of executor and trustee Under clause [ clause number in Will appointing executor ] of my Will, I named [ name of executor in Will ] as an executor and trustee of my Will. [ [ Name of executor ] died on [ date of death ]. ......
This Precedent This Precedent is designed to introduce the core tools and methods involved in crafting a robust strategy. By deepening your knowledge of how strategies are assembled, and by gaining sharper insight into your own organisation’s approach, you should be able to contribute more effectively to the business while strengthening your understanding of commercial decision‑making. It also helps you see more clearly where your priorities should sit and where effort will have greatest effect. Not every technique will fit your context, and completing the exercise will not provide every answer for your organisation; however, it should spark ideas and prompt constructive conversations about strategy within your organisation. It is improbable that you will hold definitive responses to all the questions, and you may well wish to qualify some of your answers as you go. Use the exercise to engage colleagues with relevant business...
Please confirm this privacy impact assessment ( PIA) is adequate for your requirements. You might need to undertake a full data protection impact assessment ( DPIA)—see [ insert link to your organisation’s DPIA screening questions ] 1 Background information Project title [ insert a name for the project ] PIA date [ insert the date the PIA is being completed ] Name and email address of the person accountable for the project and completing this PIA [ insert the name and email address of the person completing the PIA, eg the project manager ] 2 Describe the project Outline the data-sharing project/activity and its intended purpose [ insert a general description of the project, eg what you hope to achieve by sharing personal data and why. You may wish to refer to or link other documents, such as a project proposal ] Could you meet your...
Within this precedent, the following extra defined terms are used: ‘ Agreement’, ‘ Business Day’, ‘ Charges’, ‘ Customer’, ‘ Services’, ‘ Supplier’ and ‘ Supplier Personnel’. They are not specific to data processing and are assumed defined separately in the relevant agreement......
This template relies on extra defined expressions ‘ Agreement’, ‘ Business Day’, ‘ Customer’, ‘ Services’, ‘ Supplier’ and ‘ Supplier Personnel’, which are generic rather than data-processing specific, and are presumed to be set out elsewhere in the applicable contract......
What is covered by this Agreement This Agreement applies to your claim for [ describe cause(s) of action, or part of them, with sufficient certainty, eg unfair dismissal, race discrimination and sex discrimination ] [ against [ insert name of Opposing Party ] (the Opposing Party) ], covering all preparation, preliminary hearings and case management. In addition, and only where we advise proceeding, it extends to the following: Applications seeking disclosure of documents or information before tribunal proceedings commence, or directed at someone who is not a party to the case; Any appeal you bring against a preliminary or case management order, and any request you make for reconsideration of a case management order; Any application for reconsideration of an employment tribunal judgment; Proceedings taken to enforce any judgment, order or settlement agreement; Negotiations about the costs of this Claim...
ARCHIVED This Precedent has been archived (as it is unnecessary in respect of winding-up petitions presented from 1 April 2022) and is therefore not maintained any more......
This Agreement is entered into on [ insert date ] Parties [ Insert Employer’s name ], whose registered office is at [ insert Employer’s address ], company registration number [ insert Employer’s company number ] ( Employer) [ Insert Employee’s name ] of [ insert Employee’s address ] (you) The parties agree as follows: 1 Termination of employment 1.1 Your employment with the Employer [ will terminate OR terminated ] on [ insert date ] ( Termination Date) due to [ insert reason for termination ]. 1.2 You [ will be OR have been ] paid your accrued basic salary, after deductions for income tax and primary class 1 (employee) National Insurance contributions ( PAYE Deductions), and [ will have OR have ] been provided with your contractual benefits [ , including a payment of £[ insert amount ] in respect of [ insert number ] days’...
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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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