Precedents

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Precedents
Style party designation and execution clauses—property—Scotland1Individual1.1Individual or sole trader party designation clause[insert full name of...
Produced in partnership with Rachel Oliphant of Pinsent Masons 2nd Aug
Precedents
Letter requesting council tax final account[.enter name of council][enter address of council][enter date]Dear [insert council or contact name]The late...
31st Jul
Precedents
Estate administration—letter to HMRC (personal tax)Pay As You Earn and Self AssessmentHM Revenue and CustomsBX9 1AS[enter date]Dear HMRCThe late [name...
31st Jul
Precedents
Will preparation checklistAction√DateWill questionnaire and Making a Will—client guide sent to client(s)Terms of business letter and other client care...
31st Jul
Precedents
Draft Witness Statement—claimant—family provision claimThis Precedent is based on a precedent found in Inheritance Act Claims: Law, Practice and...
31st Jul
Precedents
Letter of wishes for chattelsTo the executors and trustees of my Will dated [......................................... OR of today’s date]Under clause...
31st Jul
Precedents
Letter to Bank or Building enclosing cheque for loan account[name of Bank or Building Society][address of Bank or Building Society]Dear [insert...
31st Jul
Precedents
Commencement of Will for a patient of the Court of ProtectionThis is the last will and testament of [insert full name of patient] of [insert full...
30th Jul
Precedents
Grant letter to Life Insurance Company[name of company][address of company][enter date]Dear [insert organisation name]The late [name of...
30th Jul
Precedents
Estate administration—letter to HMRC requesting IHT referenceInheritance TaxHM Revenue and CustomsBX9 1HT[enter date]Dear HMRCThe late [name of...
30th Jul
Precedents
Commencement of Will confining revocation and new Will to UK property and making a domicile declarationI [insert full name of testator] of [insert...
30th Jul
Precedents
Letter paying legatee beneficiary [insert name of beneficiary][insert address of beneficiary][insert date]Dear [insert name of beneficiary]The late...
30th Jul
Precedents
Estate administration—Letter to bank[enter bank name][enter bank address]Dear [insert organisation name]The late [name of deceased]Account(s)...
30th Jul
Precedents
Letter paying creditor[enter name of creditor][enter address of creditor]Dear [[insert organisation name] OR [name of creditor]]The late [name of...
30th Jul
Precedents
Letter to local press enclosing section 27 notice[enter name of newspaper][enter address of newspaper]The late [name of deceased]Dear [insert...
30th Jul
Precedents
Letter to client advising grant of representation received[name of client][address of client][insert date]Dear [name of client]Re: [name of deceased]...
30th Jul
Precedents
Summons for discontinuance of caveatIN THE HIGH COURT OF JUSTICEFAMILY DIVISION[THE PRINCIPAL REGISTRY OR [location] DISTRICT PROBATE REGISTRY OR ...
30th Jul
Precedents
Estate administration—letter to insurer regarding buildings and contents insurance[enter name of the insurer][enter address of the insurer][enter...
30th Jul
Precedents
Commencement and revocation of Wills and clauses making Will conditional on marriage/civil partnership or another event[I [insert full name of...
30th Jul
Precedents
Letter of claim—family provision claimDear [insert organisation name][PROSPECTIVE CLAIMANT’S NAME] AND [PROSPECTIVE DEFENDANT(S) NAME(S)]The estate of...
30th Jul

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