Standard documents

This is a list of all standard documents published by PLC. All standard documents have links to related drafting notes and are regularly updated by PLC editors.

For information on converting PLC standard documents into your firm's style, see PLC Firmstyle ( www.practicallaw.com/A30700).

 
Owner-managed Businesses
Entrepreneurs' relief and earn-outs: section 138A TCGA 1992 election
EMI share option plan: rollover agreement
Non tax-advantaged share option plan (exit only): option certificate
EMI share option plan (exit only): non-qualifying option agreement
Shareholders' agreement between individuals
Non tax-advantaged share option plan (time and performance): guide for employers
EMI share option plan (exit only): guide for employers
Non tax-advantaged share option plan (exit only): guide for employees
Legal mortgage over property from an individual securing business loan
Limited liability partnership agreement
Stand-alone non tax-advantaged option agreement (exit only)
Deed of Adherence: Shareholders' agreement between individuals
Boilerplate agreement
Non tax-advantaged share option plan (exit only): rules
Non tax-advantaged share option plan (time and performance): guide for employees
Non tax-advantaged share option plan (time and performance): rules
Non tax-advantaged share option plan (exit only): guide for employers
Exercise Notice: non tax-advantaged (unapproved) option or CSOP option
Phantom share option plan (private company): rules
Stand-alone non tax-advantaged option agreement (time and performance)
Partnership agreement: general medical practice (GP)
Asset purchase agreement
EMI share option plan (time and performance): option agreement
Section 138 of the Taxation of Chargeable Gains Act 1992 clearance application
EMI options: letter to client requesting instructions
Facility agreement: loan from a director or shareholder
Stand-alone EMI option agreement (exit only)
Tax treatment of parties and gifts for employees and directors: briefing note for employers
EMI share option plan (time and performance): rules
Partnership agreement
EMI share option plan (time and performance) non-qualifying option agreement
Phantom share option plan (private company): option certificate
Entrepreneurs' relief: election under section 169Q or 169R, TCGA 1992
Confidentiality agreement: short form: share purchases
Stand-alone EMI option agreement (time and performance)
Non tax-advantaged share option plan (time and performance): option certificate
EMI share option plan (exit only): guide for employees
Completion agenda: share purchases: short form
EMI options: initial letter to client
EMI share option plan (exit only): rules
EMI share option plan (time and performance): guide for employers
Earn-out: section 279A TCGA 1992 loss relief election
EMI share option plan (exit only): option agreement
Shareholders' agreement: short form
Family charter: short form, with drafting notes
Family charter: long form, with drafting notes
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