Private Client Law Precedents

Template pro-formas and clause banks ensure you are always using the latest best practice on Private Client Law.
CGT—letter—election of main residence—principal private residence (PPR) relief—trustee(s) and individual beneficiary

CGT—letter—election of main residence—principal private residence (PPR) relief—trustee(s) and individual beneficiary

CGT—letter—election of main residence—principal private residence (PPR) relief—trustee(s) and individual beneficiaryHM Revenue and Customs [Insert...

Deed of revocation of ordinary power of attorney

Deed of revocation of ordinary power of attorney

Deed of revocation of ordinary power of attorneyThis Deed OF REVOCATION is made on [date] by me [name of donor] of [address of donor].This Deed...

Discretionary trust

Discretionary trust

Discretionary trustThis TRUST is made on [date]Parties1[settlor] of [address] (the Settlor) and2[original trustees] of [addresses] (the Original...

Life insurance trust—incorporating an assignment of the policy

Life insurance trust—incorporating an assignment of the policy

Life insurance trust—incorporating an assignment of the policyThis TRUST is made on [date]Parties1[settlor] of [address] (the Settlor) and2[original...

Legal Guidance

Precedents

Draft Part 8 Claim Form—family provision claim

Draft Part 8 Claim Form—family provision claimThis Precedent is based on a precedent found in Inheritance Act Claims: Law, Practice and Procedure...
30th Apr
Precedents

Deed of revocation of ordinary power of attorney

Deed of revocation of ordinary power of attorneyThis Deed OF REVOCATION is made on [date] by me [name of donor] of [address of donor].This Deed...
30th Apr
Precedents

Deed of appropriation for personal representatives

Deed of appropriation for personal representativesThis Deed is made on [date]Parties1[insert name of first personal representative] of [insert...
30th Apr
Precedents

Letter of claim—proprietary estoppel claim

Letter of claim—proprietary estoppel claimDear [insert organisation name]Our Client: [insert name]Your Client: [insert name]Re: [insert property...
Produced in partnership with Edward Hewitt of 5 Stone Buildings 30th Apr
Precedents

First letter to residuary beneficiary—where there is a Will

First letter to residuary beneficiary—where there is a Will[enter name of beneficiary][enter address of beneficiary][enter date]Dear [name of...
30th Apr
Precedents

Trust for a disabled person—discretionary

Trust for a disabled person—discretionaryThis TRUST is made on [date]Parties1[settlor] of [address] (the Settlor) and2[original trustees] of...
30th Apr
Precedents

Discretionary trust

Discretionary trustThis TRUST is made on [date]Parties1[settlor] of [address] (the Settlor) and2[original trustees] of [addresses] (the Original...
30th Apr
Precedents

Clause—attestation by a blind testator

Clause—attestation by a blind testatorAS WITNESS my hand this ............ day of .................................... 20......THIS Will having been...
30th Apr
Precedents

Clause—gift of property on life interest trust

Clause—gift of property on life interest trust1Gift of property1.1I give free of tax my property known as [full address and description of the...
30th Apr
Precedents

Letter to GP requesting assessment of capacity to enter into a Lasting Power of Attorney for health and welfare

Letter to GP requesting assessment of capacity to enter into a Lasting Power of Attorney for health and welfare[GP OR Doctor]Dear Dr [insert...
Produced in partnership with Rebecca Roscoe of RJR Legal Ltd 30th Apr
Precedents

Letter to GP requesting assessment of capacity to enter into a Lasting Power of Attorney for financial affairs

Letter to GP requesting assessment of capacity to enter into a Lasting Power of Attorney for financial affairs[GP OR Doctor]Dear Dr [insert doctor’s...
Produced in partnership with Rebecca Roscoe TEP of RJR Legal Ltd 30th Apr
Precedents

Limited partnership agreement

Limited partnership agreementThis limited partnership Agreement is made on [insert day and month] 20 [insert year]Parties1[insert name of general...
30th Apr
Precedents

Partnership agreement

Partnership agreementThis Partnership Agreement is made on [date]Parties1[Name of partner], of [address]2[Name of partner], of [address]3[Name of...
30th Apr
Precedents

Execution clause (Scotland)—self-proving execution by a corporate general partner for a limited partnership

Execution clause (Scotland)—self-proving execution by a corporate general partner for a limited partnershipSubscribed for and on behalf of [insert...
Produced in partnership with Rod MacLeod of Shepherd and Wedderburn and Abby Doig of Shepherd and Wedderburn 30th Apr
Precedents

Execution clause—individual—deed

Option 1—deed executed by an individual in the presence of a witness Executed as a deed by [insert name of individual] in the...
30th Apr
Precedents

Execution clause (Scotland)—ordinary execution by a corporate director or secretary signing on behalf of a company

Execution clause (Scotland)—ordinary execution by a corporate director or secretary signing on behalf of a companySubscribed for and on behalf of...
Produced in partnership with Rod MacLeod of Shepherd and Wedderburn and Abby Doig of Shepherd and Wedderburn 30th Apr
Precedents

Execution clause—charities (incorporated)—deed

Option 1 Executed as a deed by affixing the common seal of [insert the name of the charitable company] in the presence of: [allow...
30th Apr
Precedents

Execution clause—limited partnership—deed

Option 1—deed executed by an individual general partner in the presence of a witness Executed as a deed by [insert name of...
30th Apr
Precedents

Execution clause—company—deed

Option 1—deed executed by a company under its common seal (model articles, where the authorised signatory is an...
30th Apr
tag iconIn-house
Precedents

Probate actions—Larke v Nugus letter

Probate actions—Larke v Nugus letterDear [insert organisation name] [name] Deceased (the Deceased) We act for [name] who is [the residuary beneficiary...
30th Apr

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