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These preparation notes explain how to separate people, events, authority, documents and the immediate objective before an initial enquiry. They provide general information only and do not determine the legal answer

Read

The contract, the notice, the letter, or the day something changed

Order

Write the events in the order they happened, with dates

Question

State the decision that now needs attention

If you have a contract to sign

Bring the whole story of the deal, not only the latest draft

Bring the complete draft and schedules, the commercial or personal objective, the main concern and the date by which a decision is needed. Identify any terms already accepted in correspondence or conversation

Authority

Who signs, and what gives that person the right to sign?

The work

What must each party do, by when and to what standard?

Payment

What happens if the other side pays late, pays less than agreed, changes the price, or never delivers?

Ending the contract

How can the relationship change or end?

Next step

Book a consultation

Before a decision about your company

Know who owns it, who runs it and who can sign, before we talk structure

Write down who is involved, what the business will do, who is expected to own what, who will manage what, and which company papers already exist. Mark what is settled and what is still open

People

Founders, investors, managers, and whoever you want to be able to sign for the company

Control

Who runs the business day to day, which decisions need the owners' agreement, and above what amount

Records

The company papers you already have, who owns what today, and any proposal already put in writing

Objective

What the business will actually do, and what you want this setup to support

Next step

Book a consultation

When a job or a role changes

Bring your contract and the workplace rules, and tell us what is being proposed now

Collect the job offer or contract, any later changes, the workplace rules that apply, dated messages and any warning or notice you were given. Then write down what is being proposed, who decides it, and when

Relationship

The job offer, the contract, any changes since, and what you actually do now

Policy

The specific rule or procedure that may apply, including its date or version

Timeline

Dated communications, meetings, conduct and notices without argument

Decision

What is being proposed, who decides it, and when

Next step

Book a consultation

When something has gone wrong

Write down what happened and when. We will find what proves it

Keep the original contracts, letters, messages, notices and proof of payment safe. Then write out what happened in order, without arguing your case, and keep what you believe separate from what you can show on paper

Date

Use exact dates where known and identify estimates clearly

Event

Write what happened, once, without arguing your case

Source

For anything important, tell us what proves it. We will chase the rest

Deadline

If a hearing, a filing deadline, a payment, an appeal, a meeting or a signature is coming up, say so straight away

Next step

Book a consultation

Before you buy or rent

Before you pay anything, we check who really owns it and what you are signing

Collect the draft contract, the description of the property, whatever papers you were shown, the documents showing that the other side has the right to sell or rent, and the payment plan. Then list what has not been checked yet, before you sign, pay or take handover

Agreement

The full draft or offer: every page of what you are being asked to sign, pay or agree to

Property record

The property description, the papers you have actually been shown, and anything you were only told

Authority

Who proposes to act and which authority document is available

Money and timing

How much, when each payment is due, when the property is due to be handed over, and what is still not agreed

Next step

Book a consultation

After a death in the family

Start with the family and the question in front of you

Set out who is in the family and how each person is related, what has happened that brought you here, which papers you already have, and a rough list of what was owned and owed. Leave ID numbers and sensitive originals out of the first form

Relationships

Who is in the family, and how each person is related to the person who died

Event

The event or change that now requires a decision or explanation

Available records

List what you have. Do not send originals or sensitive personal documents at this stage

Known estate

A rough list of what was owned and what was owed. Mark anything you are unsure about

Next step

Book a consultation

Six preparation notes

Which of these is closest to your situation?

General information only. These preparation notes are not legal advice, do not create a professional relationship and may not address the law or facts relevant to your situation. Do not delay seeking advice because of anything published here