General The following Precedents apply to various routes: • Earned settlement—client guide • General entry clearance—questionnaire • General permission to stay—questionnaire • General entry clearance application—checklist • General permission to stay application—checklist • Schedule of absences—with graphic tool to assist with rolling absences • Schedule of remittances • Entry clearance pre-appointment email • Grant of indefinite leave to remain—information sheet • eVisa access, maintenance and troubleshooting—client guide • Freedom of Information request Visitor The following Precedents relate to the Visitor route: • Visitor (standard): overseas business—letter of support • Visitor (standard): UK business—letter of support • Visitor (standard) adult: support from UK sponsor—letter • Parental consent for minor child—letter Skilled Worker The following Precedents apply to the Skilled worker route: • Skilled Worker—entry clearance—email at beginning of process • Skilled Worker—entry clearance—email at end of process Global Business Mobility The following Precedents apply to the Global Business Mobility route: • Senior or Specialist Worker—entry clearance—email at beginning of process • Senior or Specialist

Finance Act 2025 (FA 2025) marked a significant shift in the UK tax regime by abolishing the remittance basis of taxation and replacing it with a regime which broadly exempts an individual’s non-UK income and capital gains from UK tax for the first four years of residence in the UK, informally known as the ‘foreign income and gains’ (FIG) regime. See Practice Notes: The abolition of the remittance basis of taxation from 2025–26 and Foreign income and gains regime from 6 April 2025. Overseas workday relief, which applied to individuals in their first three years of UK residence who carried out duties of employment both in the UK and overseas under a single contract of employment, ceased on 5 April 2025 and was replaced with a similar relief called relief for foreign

Lexis+® UK complete Scottish Will styles Will (Scotland)—to spouse, whom failing children, simple powers Will (Scotland)—To spouse, whom failing issue, trust provision for young beneficiaries, long powers, guardianship provision Will (Scotland)—Nil Rate Band Discretionary Trust, residue to spouse, whom failing issue, accounting

This Practice Note contains links to the key Share Incentives precedents that are available in Lexis+® UK in respect of the design and implementation of share incentive arrangements, and will enable practitioners efficiently to navigate and locate those key precedents and their accompanying drafting notes. These include precedents in respect of Enterprise Management Incentives (EMI), Company Share Option Plans (CSOPs), Share Incentive Plans (SIPs), Save As You Earn (SAYE) schemes, growth shares, long term incentive plans (LTIPs), employee benefit trusts (EBTs), employee ownership trusts (EOTs), cash plans, joint share ownership plans (JSOPs), other non-tax advantaged (unapproved) options and arrangements, option arrangements for non-employees, and Micklefield clauses and clawback clauses. For details of key Share Incentives precedents available in Lexis+® UK in respect of the vesting and exercise of awards and the share incentives aspects of corporate transactions, see Practice Note: Fast find key Share Incentives precedents—vest, exercise and corporate transactions. Enterprise Management Incentives (EMI) Scheme and standalone option documents See: • EMI share option scheme rules • EMI Agreement • EMI standalone share

This Practice Note contains links to the key Share Incentives precedents that are available in Lexis+® UK in respect of the vest and exercise of share incentives awards, and the share incentives aspects of corporate transactions, and will enable practitioners efficiently to navigate and locate those key precedents and their accompanying drafting notes. These also include precedents in respect of the termination of an employee benefit trust (EBT), the close-out of joint share ownership plan (JSOP) interests, the rollover (replacement) of EMI options, the renouncement of options, and due diligence questionnaires in respect of share incentive arrangements. For

Taking instructions The following documents can be sent to a client or used by practitioners during the process of taking instructions and preparing the Will: • Making a Will—client guide • Will questionnaire • Client information form • Memorandum of digital assets • Will preparation checklist Lexis+® UK complete Wills This table links to Lexis+® UK complete Wills and is accompanied by explanatory notes and other supplementary documents: Will Explanatory note Will—to spouse absolutely, then to children absolutely Explanatory note/Summary for a client’s will to spouse absolutely, then to children absolutely Will—fully discretionary Explanatory note/Summary for a client's Will—fully discretionary Will—half to spouse absolutely, half to children absolutely Explanatory note/Summary for a client's Will—Half to spouse absolutely and half to children absolutely Will—to spouse on flexible life interest trust, remainder to children absolutely Explanatory note/Summary for a client's Will—to spouse on flexible life interest trust with remainder to children absolutely Will—to spouse absolutely, then to children on flexible life interest trust Explanatory note/Summary for a client's Will—to spouse absolutely,

Probate actions Client guide This Precedent client guide provides an overview of probate disputes for a client or potential client. It sets out what contentious probate is and the types of claims that can be brought. It also provides practical points for the client to consider: Contentious probate—client guide Pre-action It is necessary to gather information during the pre-action stage. It is common to request information from relevant health authorities and to request a copy of the Will file. Form 124–letter to general practitioner or local health authority incorporating a request for a report Probate actions—Larke v Nugus letter A letter of claim provides early warning of the claim and sets out why it is being made. Letter of claim—probate action Letter of claim—proprietary estoppel claim Caveats and citations A caveat (also known as a stop) is a written notice that a person who wishes to prevent a grant being issued may enter in any registry or sub-registry. Warning to caveator Summons for discontinuance of caveat Summons for directions by caveator

This Practice Note contains links to key family precedents that are available in Lexis+® UK for use in financial remedy proceedings including Lexis+® UK precedent letters to clients, experts and third parties and first appointment documents together with accompanying drafting notes. It includes links to the financial standard orders published as part of the standard orders project. Lexis+® UK financial provision client guides, which are precedent letters that may be sent directly by the family law practitioner to clients, are also set out. For details of other key family precedents available in Lexis+® UK, see Practice Note: Fast find key family precedents. Marital/civil partnership agreement precedents The following precedent pre-nuptial or pre-partnership agreements may be used when a couple plan to marry or enter into a civil partnership and wish to regulate their financial liabilities and responsibilities towards each other in the event of divorce or dissolution. The client guides are precedent letters that may be sent to clients to explain the implications of entering into a pre-nuptial or post-nuptial agreement:

This Practice Note contains links to the key family precedents that are available in Lexis+® UK including Lexis+® UK precedents with accompanying drafting notes and standard orders published as part of the standard orders project. Lexis+® UK client guides, which are precedent letters on a wide range of family law issues that may be sent directly by the family law practitioner to a client, are also set out. For details of key financial provision precedents available in Lexis+® UK, see Practice Note: Fast find key family financial provision precedents. For details of the standard orders published by Mr Justice Peel (lead judge in charge of standard orders) with the authority of the President of the Family Division, see Practice Note: Index of family standard orders. Pre-action The following client questionnaire and retainer letter may be used at the start of a new matter: • Client questionnaire/instruction sheet BFLS 1E [21002] • Client care/retainer letter BFLS 1E [21004] Relationship breakdown precedents (post-DDSA) The following precedent letters may be sent to clients to explain the different stages in

These ‘fast find key precedents’ documents collate various precedents that will enable practitioners to efficiently navigate and

This Practice Note provides links to the key precedents available in the Agency topic in Lexis+ UK Commercial. Sales and marketing agency agreements for goods • Sales and marketing agency agreement for goods—exclusive—pro-principal • Sales and marketing agency agreement for goods—exclusive—pro-agent

This Practice Note provides links to the key precedents available in the Distribution topic in Lexis+ UK Commercial. Distribution agreements Exclusive