Precedents

Template pro-formas and clause banks ensure you are always using the latest best practice and law

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Precedents
Financial disclosure and Form E—client guideThis document provides general guidance regarding financial disclosure. Your family lawyer will be able to...
30th Jul
Precedents
Data protection under the EU GDPR—training materialsSTOP PRESS: On 28 June 2021 the European Commission adopted an adequacy decision for the UK under...
30th Jun
Precedents
Financial applications to the court—client guide (standard procedure)This document provides general guidance regarding an application to court to...
23rd Jun
Precedents
Retained EU law—training materialsThese training materials consist of template PowerPoint slides that can be used as the basis of one or more training...
5th Jun
Precedents
Acknowledgment of changes to terms and conditions of employment to implement salary sacrifices[insert date of letter]This document summarises certain...
Produced in partnership with Jenny Wheater of Duane Morris LLP 5th Jun
Precedents
Letter from company to acknowledge salary sacrifice[insert date of letter]To: [insert name of employee]From: [insert name of person in charge of...
Produced in partnership with Jenny Wheater of Duane Morris LLP 5th Jun
Precedents
HMRC salary sacrifice clearance letterHMRCNon-Statutory Clearance Team S0563Saxon House1 Causeway LaneLeicesterLE1 4AA[insert date of letter][insert...
Produced in partnership with Lewin Higgins-Green of FTI Consulting and Philip Swinburn of Macfarlanes 5th Jun
Precedents
Salary sacrifice scheme—employee FAQs[For use only where the employee is foregoing salary for the following benefits that retain Tax and/or NICs...
Produced in partnership with Lewin Higgins-Green of FTI Consulting 5th Jun
Precedents
Letter from company inviting employees to join salary sacrifice[Insert name and address of employee][For use only where the employee is foregoing...
Produced in partnership with Lewin Higgins-Green of FTI Consulting and Philip Swinburn of Macfarlanes 5th Jun
Precedents
Letter from employee to company confirming agreement to salary sacrifice[For use only where the employee is foregoing salary for the following...
Produced in partnership with Jenny Wheater of Duane Morris LLP 5th Jun
Precedents
Share purchase agreement—short form pensions warranties (where target company has a defined benefit (DB) scheme)This precedent has been prepared on...
5th Jun
Precedents
Deed of substitutionDate: [insert date](1)[Name of Former Principal Employer](2)[Names of Trustees](3)[Name of the New Principal Employer]Deed of...
Produced in partnership with Blake Morgan LLP 5th Jun
Precedents
Recitals—pension scheme deedsRecitals:(A)[Insert full name of scheme] (the “Scheme”) was established by an [interim OR definitive] deed dated [insert...
5th Jun
Precedents
Letter of instruction to a single joint expert for valuation and advice on pension rights1IntroductionThis letter is written as a joint instruction to...
5th Jun
Precedents
Notice to workers: enrolment and other information to be provided by employers to workers in various circumstancesfrom [name] Limitedto [name]Pension...
Produced in partnership with Roderick Ramage of Kelly’s Legal Precedents 5th Jun
Precedents
Statement of investment principles (SIP) for defined benefit (DB) pension schemeTHE [insert name of pension scheme] PENSION SCHEMEThis statement of...
Produced in partnership with Martin Scott of Gunnercooke LLP 5th Jun
Precedents
Selection of member—nominated trustees—ballot formThe Scheme's arrangement for the selection and appointment of member-nominated trustees requires...
Produced in partnership with Blake Morgan LLP 5th Jun
Precedents
Business sale agreement—pensions warranties (where buyer participates in seller’s scheme)This precedent has been prepared on the basis that the...
5th Jun
Precedents
Admission AgreementThis Agreement is made on [insert date].Parties1[insert full name of Administering Authority] (the ‘Administering...
Produced in partnership with David Gallagher of Fieldfisher 5th Jun
Precedents
Deed of apportionment of liability—Scheme apportionmentThis Deed is made the [insert day] day of [insert month] 20 [insert year]Parties1[insert full...
Produced in partnership with Blake Morgan LLP 5th Jun

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