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).

 
Lifetime Planning
Bare trust for two or more beneficiaries under 18 (two settlors), with drafting notes
Family charter: short form, with drafting notes
Change of name deed: individual (minor)
Legal mortgage over property from an individual securing business loan
Declaration of trust giving entire beneficial interest in life policy to one beneficiary, with drafting notes
Declaration of trust where third party has beneficial interest
Declaration of trust over bank account: tenants in common in equal or unequal shares, with drafting notes
Bare trust for one beneficiary under 18 (one settlor), with drafting notes
Capital gains tax: principal private residence relief: main residence nomination
Declaration of trust by individuals as tenants in common (floating shares)
General power of attorney under section 10 of the Power of Attorney Act 1971
Bare trust for one beneficiary under 18 (two settlors), with drafting notes
Change of name deed: individual (adult)
Personal injury trust: questionnaire for claimants
Stock transfer form
Declaration of trust by individuals as tenants in common (fixed shares)
Entrepreneurs' relief: election under section 169Q or 169R, TCGA 1992
Declaration of trust by individuals to change tenancy in common to joint tenancy
Bare trust for personal injury damages award
Offshore trusts: Section 218 notice
Inheritance tax: Briefing note
Bare trust for two or more beneficiaries under 18 (one settlor), with drafting notes
Legal mortgage over property from an individual securing specific monies
Change of name: individual: consent letter from spouse or civil partner
Specific power of attorney
Letter severing a joint tenancy
Family charter: long form, with drafting notes
Inheritance tax: Briefing note, Exclusions, exemptions and reliefs
Briefing note for employers and HR professionals: implications of the 2009 to 2011 tax/pension changes for high income employees
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