Wales: templates and forms

For a director of a private limited company in the UK who is stepping down. The letter resigns with effect from a stated date, asks the company to notify Companies House within 14 days on form TM01 and update its records, and states that resigning as a director does not by itself end any job or shareholding. Under the model articles a resignation takes effect as it states once the company receives it. A company must keep at least one director who is an individual, so a sole director arranges a replacement first.

For anyone in England, Wales or Scotland with a workplace or personal pension who wants to know what it is worth, or has lost touch with the scheme after moving house or changing job. A letter to the scheme administrator or provider asking for a statement of your benefits under the pension disclosure regulations of 2013 — the value built up, any transfer value and the date you can take it — and updating your address. Posted first class. Find a lost scheme's contact details free with the Pension Tracing Service on GOV.UK.

For a borrower or customer who cannot keep up with a loan, credit card, overdraft or bill after a change such as job loss, illness or a cut in income. The letter explains what has changed, offers a monthly payment you can afford and asks the creditor to accept it, freeze interest and charges, and confirm in writing. FCA rules require lenders to treat customers in financial difficulty with forbearance. Free debt advice is also available from MoneyHelper, StepChange and Citizens Advice anywhere in the UK, from National Debtline in Great Britain, and from Advice Direct Scotland and Advice NI. Send it by email and by first class post.

For a consumer whose builder, decorator, garage, repairer or other service provider did the work badly or not as agreed. Under the Consumer Rights Act 2015 a trader must perform a service with reasonable care and skill; the letter asks for the work to be put right at the trader's cost or, where that is not possible, for a price reduction (sections 49, 55 and 56), and is a letter before claim with 14 days to reply. Send it by email and by first class post, with photos.

For a parent in Wales who needs their child to miss school days in term time. A request to the head teacher under the Education (Pupil Registration) (Wales) Regulations 2010: it gives the dates and the day of return, explains the reason, and asks for a written decision before the leave starts. The school decides each request on its merits and may allow up to ten school days a year for a holiday; absence it does not authorise can lead to a £60 penalty notice from the council, £120 if paid after 28 days. Sent by email or handed in well in advance, in English or in Welsh.

For a consumer whose complaint to a trader has got nowhere — a refund refused, a deposit kept, money owed for faulty goods or poor work. This is the letter before claim the Practice Direction on Pre-Action Conduct expects before a court claim: it sets out the claim and the amount, lists your documents and gives 14 days to reply, and says you will otherwise claim in the County Court, through Money Claim Online. Send it by email and by first class post with a free certificate of posting, and keep a copy.

For a consumer who bought goods or a service online, by phone or away from the trader's premises and has changed their mind. The notice cancels the contract within the 14-day cancellation period of the Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013, with no reason needed, and asks for a refund within 14 days. The model cancellation form the trader must give you, or its own online form, does the same job free. Send it by email and by first class post with a free certificate of posting, and keep a copy.

For an employer in England, Wales or Scotland taking on an employee on a permanent contract: a contract that is also the written statement of employment particulars under section 1 of the Employment Rights Act 1996, which every employee and worker must have on or before their first day. It sets out the job, place of work, pay, hours, at least 5.6 weeks' holiday, sick pay, pension enrolment, notice and where the disciplinary and grievance rules are. Acas publishes free written-statement templates. Signed by both; each keeps a copy.

For an employer and an employee in England, Wales or Scotland: an agreement that the employee keeps the employer's confidential information secret during and after the employment, keeps it secure and returns it on leaving. It states plainly what it cannot stop — whistleblowing, reporting a crime, the disclosures a victim of crime may make, speaking about harassment, discrimination or pay — and contains no non-compete or other restriction after the job ends. Signed by both.

For the driver or keeper of a vehicle given a council penalty charge notice (PCN) for parking in England or Wales who thinks it is wrong and has not yet received a Notice to Owner. The letter gives the ticket's details, the reasons it should be cancelled and the evidence. Councils generally hold the 50% discount while they consider a challenge made within 14 days. The council's free online challenge form does the same job; this letter suits post or email. Not for private car park tickets or police fines.

For an employer and an employee in England, Wales or Scotland who agree that the employee will work partly or wholly from home: a signed variation of the contract setting out the pattern of days, the start date, equipment, any contribution to costs, workstation safety, data security, an optional trial period and how the arrangement can be reviewed or ended. Everything else in the contract stays the same. Signed by both; each keeps a copy.

For an employer in England, Wales or Scotland taking someone on for a set period — maternity cover, a season, a project: a contract with an end date that is also the written statement of particulars the law requires on or before the first day. It includes the protection of the Fixed-term Employees Regulations 2002, the four-year rule for successive contracts and early termination by notice. Each party should take advice before signing. Signed by both; each keeps a copy.

For a client and a self-employed consultant or freelancer in England and Wales, working on their own account or through their own limited company. The agreement covers the services, fees and invoices, expenses, the right to send a substitute, who owns the work, confidentiality, liability, ending the contract and the off-payroll working rules (IR35) for medium and large clients. Its wording does not decide employment or tax status, which follows how the work is actually done, so each party should take advice if the status is unclear.

For anyone in the UK who wants a copy of the personal data an organisation holds about them: an employer or former employer, a bank, a council, a landlord, a phone company or a parking operator. A request under Article 15 of the UK GDPR: it asks for all your data, or the parts you name, and the information about how it is used, and reminds the organisation that it has one month and may not charge. Sent by email to the data protection officer. The ICO publishes a free template too.

For two people or businesses who have agreed to end a dispute — over money, goods, work done, damage or a deposit — by one paying the other an agreed sum. The agreement records the payment and when it is due, that once paid it settles all claims about the dispute, that neither side admits liability, and that each bears its own costs. It is not for a dispute with an employer: an employee's claims are settled only by an agreement made after independent advice, or through Acas. Both sign it; each keeps a copy.

For a claimant in England, Wales or Scotland who disagrees with a DWP decision on Universal Credit, Employment and Support Allowance, Jobseeker's Allowance, another DWP benefit or, in England and Wales, Personal Independence Payment. A written request to look again at the decision, within one month (or up to 13 months with reasons): it says why the decision is wrong, lists new evidence and asks for DWP's evidence and a mandatory reconsideration notice. The journal and DWP's own form are free. Posted first class. Not for Social Security Scotland's benefits, such as Adult Disability Payment: they have a redetermination. Sold blank, as it may hold health data.

For the directors of a solvent private limited company in the UK that has stopped trading and is to be closed. The written resolution records that the company meets the conditions of the Companies Act 2006 for voluntary strike-off, authorises the application on form DS01 (£13 online) and the copies that must go within seven days to its members, employees, creditors, any director who did not sign and pension trustees. A company that cannot pay its debts is closed through an insolvency practitioner instead.

For anyone asked by a bank, employer, council, DVLA or another organisation to confirm facts by statutory declaration — a lost document, living together, a name used, an address or a family link. You write the facts in numbered paragraphs; the document adds the words the Statutory Declarations Act 1835 requires. You sign it in person before a solicitor or commissioner for oaths, for the fee set by law of £5, plus £2 for each exhibit, or before a notary public, who sets their own fee.

For anyone aged 16 or over who is changing their first name, surname or both — after marriage, divorce or simply by choice — and needs proof for their bank, employer, HM Passport Office or DVLA. An unenrolled deed poll you make yourself: it renounces the old name, adopts the new one and is signed in both names in front of two adult witnesses. GOV.UK explains the free route and the optional enrolment at the Royal Courts of Justice, which costs a fee.

For an employee in England, Wales or Scotland who is leaving their job: a letter that resigns, states the notice your contract requires (at least one week once you have worked a month, section 86 of the Employment Rights Act 1996) and the last day of employment, and asks for written confirmation, final pay including holiday earned and not taken, and your P45. Hand it to your manager and send it by email the same day, keeping a copy.

For an employee in England, Wales or Scotland who looks after a family member or someone who relies on them with a long-term care need: a notice taking carer's leave under the Carer's Leave Act 2023 — up to one week in any 12 months, from your first day in the job, in half days, days or a whole week. It gives the dates and who the care is for, by relationship only. The employer may postpone, but not refuse, the leave, and cannot require evidence. The law does not insist on writing, but a written notice is your proof. Hand it in and email it, keeping a copy.

For an employee in England, Wales or Scotland who needs time off beyond their holiday — a long trip, a family matter, study — and wants their employer's agreement: a letter asking for unpaid leave between two dates, with the return date, and asking the employer to confirm in writing your return to the same job and what happens to holiday, pension and benefits. There is no general right to unpaid leave; carer's leave, parental leave and time off for dependants are separate statutory rights. Hand it in and email it.

For an employee in England, Wales or Scotland with parental responsibility (in Scotland, parental responsibilities) for a child under 18: a notice taking unpaid parental leave, giving the child, the dates and the number of weeks. The default rules allow 18 weeks for each child, up to four weeks a year, in whole weeks, with at least 21 days' notice; since 6 April 2026 the right starts on your first day. The employer can postpone the leave for up to six months, but not refuse it. Hand it in and email it.

For an employee in England, Wales or Scotland who is the child's father, or the mother's spouse, civil partner or partner: a notice of paternity leave — one week, two weeks together or two separate weeks, within a year of the birth — giving the expected week of childbirth, the dates and the declaration that you will share responsibility for the child's upbringing. Since 6 April 2026 the leave is a right from your first day; the pay still needs 26 weeks' service. Hand it in and email it.