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).

 
Employee Benefit Trusts
Letter notifying HMRC of the termination of an employee benefit trust (EBT)
Notification to EBT of proposed grant of awards under operating agreement
Letter from company to EBT recommending that trustee sell/gift shares to beneficiary
Operating agreement for an EBT
Letter from company to trustees of EBT recommending share purchase from departing employee
Plug in paragraphs for public company board minutes: financial assistance and EBT funding to buy shares
Board minutes (of settlor company) to recommend that EBT grant options/awards
Joint ownership arrangement: Letter to trustee of EBT to recommend that EBT enter into joint ownership agreement
Board minutes for recommendation to EBT trustee to buy shares from departing employee
Power of attorney given by trustee of EBT to sell shares under a share purchase agreement
Board minutes (of the settlor company) to recommend the termination of an EBT
Deed of termination for an employee benefit trust
Letter to trustees of EBT recommending termination of EBT
Power of attorney (general) given by trustee to one individual attorney, with drafting notes
Board minutes (of settlor company) to establish an employee benefit trust
Notification to EBT of vesting of awards under operating agreement
Employee benefit trust deed
Letter to trustee of EBT to recommend that EBT grant options or awards
Employee benefit trust loan agreement
Power of attorney given by trustee of EBT: notice to appointor
Section 218 IHTA 1984 notice for employee benefit trust
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