FREE BUSINESS DOCMENTS LIBRARY

A wealth of free documents & checklists relating to Business, Employment and Health & Safety

Business

Requirements of different types of VAT invoice
The minimum data required on VAT invoices can vary slightly depending on the value of the transaction and the nature of your business. There are three types of valid VAT invoice:-
Requirements of different types of VAT i[...]
Adobe Acrobat document [291.6 KB]
BUSINESS TERMS & CONDITIONS TEMPLATE
The following terms and conditions (“the Conditions”) are the terms on which . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (insert name of company) (“the Company”) sells to other businesses and supersede all other terms and conditions used by the Company.
business_to_business_terms_and_condition[...]
Microsoft Word document [34.5 KB]
CONFIDENTIALITY AGREEMENT
In consideration of being given use of the Confidential Information as set out below, the User shall, and shall confirm that its employees and agents shall keep the Confidential Information strictly confidential and not directly or indirectly reveal, report, copy, part with possession of, licence, publish, transfer, communicate or disclose the Confidential Information in any manner whatsoever without the Information Owner’s prior written consent..........................
confidentiality_agreement.doc
Microsoft Word document [33.5 KB]
CONTRACT FOR SERVICES
The Company has agreed to enter into a contract for services with (insert name of contractor). This agreement will commence on the ..........(insert date) and is scheduled to terminate on the ........... (insert date). Details of the work to be undertaken can be found on the attached schedule (insert this where appropriate)..........................
contract_for_services.doc
Microsoft Word document [30.0 KB]
COPYRIGHT ASSIGNMENT
The Assignor assigns all its rights, title and interest in the Assigned Rights to the Assignee with full title guarantee and free from encumbrances including, without limitation: ............................
copyright_assignment.doc
Microsoft Word document [33.0 KB]
DEBT RECOVERY - REQUEST TO COURT PAYMENT OF JUDGEMENT
We are in receipt of the defendant’s admission N9A. However, we do not accept the defendant’s proposals to pay the amount owed and provide our reasons for this in detail on the enclosed form N205A which we have duly completed. We look forward to receiving the court’s determination as quickly as possible.
request_to_court_for_payment_of_judgment[...]
Microsoft Word document [31.0 KB]
LIMITED LIABILITY PARTNERSHIP AGREEMENT
This LIMITED LIABILITY PARTNERSHIP AGREEMENT IS DATED the . . . . . (insert date) day of . . . . . . . . (insert year) and made between:
1. (insert Member’s name) of (insert Member’s address)
2. (insert Member’s name) of (insert Member’s address)
WHEREAS
The parties named above wish to enter into a new partnership subject to the terms and conditions of the Limited Liability Partnerships Act 2000.
limited_liability_partnership_agreement.[...]
Microsoft Word document [56.5 KB]
MEMORANDUM & ARTICLES OF ASSOCIATION
Each subscriber to this memorandum of association wishes to form a company under the Companies Act 2006 and agrees to become a member of the Company and to take at least one share.........................Subject to the articles, the directors are responsible for the management of the company’s business, for which purpose they may exercise all the powers of the company.
memorandum_and_articles_of_association_o[...]
Microsoft Word document [87.0 KB]
SHAREHOLDERS' AGREEMENT
The parties to this Agreement wish to regulate their obligations as shareholders in the Company.
IT IS AGREED as follows: .............1. Definitions In this Agreement the following terms and phrases shall have the following meaning unless the context otherwise requires:
shareholders_agreement.doc
Microsoft Word document [54.0 KB]
SAMPLE SUB-LEASE
THIS SUB-LEASE is made the ......day (insert day) of ....... (insert date) BETWEEN (1) (insert Landlord’s name) of (insert Landlord’s address) (hereinafter known as the “Landlord”) and (2) (insert tenant’s name) of (insert tenant’s address) (hereinafter known as the “Tenant”).
sub_lease.doc
Microsoft Word document [44.5 KB]

Employment

ACADEMIC QUALIFICATIONS REQUEST FOR CONFIRMATION
The person named above has applied for employment with our Company as a ............................ (insert job title).
...................... (insert name of prospective employee) has stated in their application for employment that they attended your institution and have attained the following academic qualification:
Request for Confirmation of Academic Qua[...]
.doc File [36.0 KB]
ALCOHOL & DRUG POLICY
Alcohol and drug misuse or abuse can be a serious problem within the workplace. Employees who drink excessively or take unlawful drugs are more likely to work inefficiently, be absent from work, have work accidents and endanger their colleagues. The Company has a duty to protect the health, safety and welfare
alcohol_and_drugs_policy.doc
Microsoft Word document [34.0 KB]
CAPABILITY PROCEDURE
The primary aim of this procedure is to provide a framework within which the Company can work with employees to maintain satisfactory performance standards and to encourage improved performance where necessary. The Company recognises the difference between a deliberate or careless failure on the part of an employee to perform to the standards of which they are capable (in which case the Company will use the disciplinary procedure) and a case of incapability, where the employee is lacking in knowledge, skill or ability
capability_procedure.doc
Microsoft Word document [73.5 KB]
CASH HANDLING POLICY
This policy has been developed for all employees responsible for collecting and/or handling cash. Cash includes coins, bank notes, currency, cheques, postal orders, gift vouchers, gift cards, debit cards, credit cards and cash equivalents. These internal controls and cash handling procedures have been established to ensure proper security arrangements and accountability.
cash handling procedure.doc
Microsoft Word document [45.5 KB]
CHILDCARE VOUCHER POLICY ***NEW***
The Company operates a childcare voucher scheme which is open to all employees. The scheme is implemented as a salary sacrifice arrangement where you exchange part of your salary for childcare vouchers.
The first £55 per week (£28 if higher rate tax applies to earnings or £25 per week if additional rate applies) of the voucher’s face value will be given to you tax and NI-free as long as the following conditions are met:
Childcare Voucher Policy.doc
Microsoft Word document [31.0 KB]
CONFIDENTIALITY CLAUSE - EMPLOYMENT
You agree that you will not use, divulge or communicate to any person, firm or organisation (except in the proper course of your duties during your employment by the Company) any of the trade secrets or other confidential, technical or commercial information of the Company relating to the business, organisation, accounts, analysis or other affairs of the Company which you may have received or obtained or which has come to your knowledge while working for the Company.
Confidentiality Clause -employment.doc
Microsoft Word document [35.5 KB]
CRIMINAL CONVICTIONS REHABILITATION PERIOD TABLES
Rehabilitation periods for custodial sentences and community orders now comprise the period of the sentence plus an additional specified “buffer” period; previously, all rehabilitation periods started from the date of conviction.
Criminal Conviction Rehabilitation Table[...]
Microsoft Word document [47.5 KB]
DATA PROTECTION POLICY
In the course of your work you may come into contact with or use confidential information about employees, clients and customers..............
Data Protection Policy.doc
Microsoft Word document [43.0 KB]
DISCIPLINARY PROCEDURE
Whilst the Company does not intend to impose unreasonable rules of conduct on its employees, certain standards of behaviour are necessary to maintain good employment relations and discipline in the interest of all employees. The Company prefers that discipline be voluntary and self-imposed and, in the vast majority of cases, this is how it works. However, from time to time,
Disciplinary procedure.doc
Microsoft Word document [47.0 KB]
DISMISSAL WITH NOTICE
Further to your disciplinary hearing on .......... (insert date) regarding ...................... (insert details of incident) on ............... (insert date of incident), this letter confirms the termination of your contract of employment. You are entitled to receive ............... (insert number) (weeks/months) notice. You (are/are not) required to work out this notice period. We therefore confirm that the effective date of termination of your employment will be ............ (insert date).
Dismissal with notice.doc
Microsoft Word document [31.5 KB]
DISMISSAL WITHOUT NOTICE LETTER (GROSS MISCONDUCT)
Further to your disciplinary hearing on ........... (insert date) regarding ...................... (insert details of incident) on ........... (insert date of incident), this letter confirms the termination of your contract of employment without notice with effect from .............
dismissal_without_notice_letter__gross_m[...]
Microsoft Word document [31.5 KB]
E-MAIL & INTERNET USAGE POLICY
Some employees have access to e-mail and the Internet for exclusive use in connection with the Company’s business and as part of the normal execution of their job duties. The purpose of these rules is to protect the Company’s legal interests. Unregulated access increases the risk of employees inadvertently forming contracts through e-mail and increases the opportunity for wrongful disclosure of confidential information and trade secrets
E-mail Internet Usage Policy.doc
Microsoft Word document [54.5 KB]
EMPLOYEE ABSENCE RECORD FORM
A sample Employee absence record form.........Make sure full details of reason(s) for sickness absence are recorded (in addition to using the codes); not vague descriptions
Employee Absence Record.doc
Microsoft Word document [44.5 KB]
EMPLOYEE LOAN AGREEMENT
This letter sets out the terms on which the Company is prepared to provide you a loan of ........
Employee Loan Agreement.doc
Microsoft Word document [32.0 KB]
EMPLOYERS RIGHT TO WORK CHECKLIST
This government checklist helps you comply with The Immigration, Asylum & Nationality Act 2006, in particular the right to work in the UK. You should perform these checks on all prospective employees regardless of apparent nationality.
Employers right to work checklist.pdf
Adobe Acrobat document [1.4 MB]
FAILURE TO RETURN FROM HOLIDAY LETTER
According to our Company records, you were due to attend for work on ......... (insert date) following your period of annual leave. However, you have failed to report for work and we have not received any explanation from you for your non-attendance.................
Failure to Return From Holiday Letter.do[...]
Microsoft Word document [43.0 KB]
FLEXIBLE WORKING APPLICATION FORM
You can use this form to make an application to the Company to work flexibly under the right provided in law. Before completing this form, you should first check that you are eligible to make a request..........
Flexible Working Application Form.doc
Microsoft Word document [35.5 KB]
FLEXIBLE WORKING POLICY DOCUMENT
It is the Company’s view that the promotion of flexible working arrangements increases staff motivation, performance and productivity, reduces stress........
Flexible Working Policy Document.doc
Microsoft Word document [39.0 KB]
GARDEN LEAVE CLAUSE
The Company reserves the right to ask you not to attend work at any time at its sole discretion. During any period that you are not required to work, you will continue to be employed by the Company and will continue to receive your normal pay and benefits, except that you will not receive any bonus or commission payment ........................
Garden Leave Clause.doc
Microsoft Word document [44.0 KB]
HOLIDAY POLICY ***NEW***
Your paid annual leave entitlement is set out in your Statement of Terms and Conditions of Employment. The Company’s holiday year runs from . . . . . . . . . .(insert date) to . . . . . . .. (insert date). You must use all of your holiday entitlement by the last day of each holiday year and, unless there are exceptional circumstances.....
Holiday Policy.doc
Microsoft Word document [41.5 KB]
INTELLECTUAL PROPERTY CLAUSE
You may make or create intellectual property rights in the course of your duties under this contract and .......
Intellectual Property Clause.doc
Microsoft Word document [30.5 KB]
INVITATION TO ATTEND A RETURN TO WORK INTERVIEW - SICKNESS ABSENCE
In accordance with the Company’s procedures, you are required to attend a return-to-work interview which will take place on ………………… (insert date) at ………………… (insert time) in …………………(insert location).
Invitation to attend a return to work in[...]
Microsoft Word document [44.0 KB]
JOB SHARING CLAUSE
The Company has employed you in a job-share capacity. This means that, although you work part-time for the Company, you effectively share a full-time role with another employee
Job Sharing clause.doc
Microsoft Word document [25.5 KB]
LEAVE OF ABSENCE POLICY
This policy covers arrangements for compassionate leave, jury service, fertility treatment etc.
Leave of absence policy.doc
Microsoft Word document [60.0 KB]
LETTER CONFIRMING VARIATION OF CONTRACT
We refer to your contract of employment dated ......... (insert date) and our meetings with you on .............. (insert date) [and............ (insert date)] where we discussed the variation to your contract [which you have been working [without our express permission] since ............ (insert date)].
Following on from [our/those] meetings, we are now writing to confirm the agreement to the permanent variation to your contract of employment with immediate effect.
letter confirming variaition of contract[...]
Microsoft Word document [29.5 KB]
LIST OF GROSS MISCONDUCT OFFENCES
For gross misconduct, the Company reserves the right to summarily dismiss an employee and normally dismissal will be without notice with pay only up to the point of dismissal. Examples of gross misconduct, where the Company has reasonable grounds for believing that the following matters have occurred, are: ....
List of gross misconduct offences.doc
Microsoft Word document [44.5 KB]
MEETING REQUEST FOLLOWING LONG TERM INCAPACITY
We refer to your current long-term absence from work due to illness. You have been absent since .......... (insert date). ......................We have now received a medical report on your current state of health and the prognosis for your future health from your GP/Consultant..................
meeting_request_following_long_term_inca[...]
Microsoft Word document [32.5 KB]
NOTIFICATION OF DISCIPLINARY HEARING
The Company is considering taking disciplinary action against you. You are therefore required to attend a disciplinary hearing on . . . . . . . . . (insert date - which should be at least three days after the date of the letter) at . . . . . . . (insert time) at . . . . . . . . . . . . . (insert location). This gives you reasonable time to prepare your case...........
notification_of_disciplinary_hearing.doc
Microsoft Word document [35.5 KB]
NO SMOKING POLICY
This policy has been developed to protect all employees, customers and visitors from exposure to second-hand smoke .........
NO SMOKING POLICY.doc
Microsoft Word document [35.5 KB]
NOTIFICATION OF MEETING REGARDING LONG TERM INCAPACITY
I am writing further to our recent meeting on .......... (insert date) at which we discussed the contents of the medical report that we have obtained from your GP/Consultant. As you know, we also discussed the reasonable adjustments that could be made to your work environment.........
Notification of meeting regarding long-r[...]
Microsoft Word document [30.5 KB]
OFFER OF EMPLOYMENT LETTER
Further to your recent interview, we are pleased to offer you [fixed-term] employment with the Company as ................................. (insert job title) on the following terms detailed below:
1. You will report to ....................................................................... (insert name of line manager) and work at ................................................... (insert address).
Offer of appointment letter.doc
Microsoft Word document [68.5 KB]
POOL CAR POLICY
A pool car can be made available (but not exclusively) to some employees for use in the performance of their duties subject to them holding a current, full driving licence. A pool car must only be used for business journeys, the car must be kept overnight at the Company’s premises, and is subject to any other such restrictions and upon such conditions (if any) as the Company may from time to time impose. In particular, only authorised employees can drive the pool car. Under no circumstances may any other person drive the car. The cost of petrol/diesel (as appropriate) in running the pool car is paid for by the Company.
pool_car_policy.doc
Microsoft Word document [30.5 KB]
PROBATIONARY CLAUSE
Your employment by the Company is subject to a probation period of ....... (insert suitable figure, e.g. one, two or three months) during which time you will be required to demonstrate your suitability for the position in which you are employed. To this end your progress will be assessed on a regular basis.
Probationary Period Clause.doc
Microsoft Word document [30.0 KB]
PROFESSIONAL QUALIFICATIONS REQUEST FOR CONFIRMATION ***NEW***
The person named above has applied for employment with our Company as a ............................ (insert job title).
...................... (insert name of prospective employee) has stated in their application for employment that they have the following professional qualifications
professional qualifications request..doc
.doc File [32.0 KB]
REJECTION AFTER INTERVIEW ***NEW***
Thank you for attending an interview on ...................... (insert date) in respect of the above post.
Having given careful consideration to your qualifications and competencies for the position and your performance at interview .......
Rejection After Interview.doc
Microsoft Word document [30.5 KB]
REQUEST TO ATTEND TO AN INFORMAL MEETING
A sample invitation to attend to an informal meeting to discuss issues such capability or disciplinary issues.
informal_meeting_request.doc
Microsoft Word document [60.0 KB]
REQUEST TO ATTEND AN INVESTIGATORY MEETING
We are writing to ask you to attend an investigatory meeting on ............ (insert date) at .......... (insert time) at ................... (insert location). This meeting has been arranged because we are in the process of investigating allegations that have been made relating to your conduct in the workplace.
request_to_attend_investigatory_meeting.[...]
Microsoft Word document [31.5 KB]
RETURN TO WORK INTERVIEW FORM
A return to work interview after sickness absence is good practice to contain sickness absence, this forms helps you record the detail of such interviews ........................
Return to work interview form.doc
Microsoft Word document [38.0 KB]
RIGHT TO SEARCH POLICY
.......the Company reserves the right to carry out personal searches of employees in the workplace. Searches will be conducted having regard to the section on Equal Opportunities and Dignity at Work and will normally occur on a random basis.........
Right to search policy.doc
Microsoft Word document [31.5 KB]
SELF CERTIFICATION OF SICKNESS ABSENCE FORM
This form is to record sickness absence information and is to be completed by you on the first day of return to work and countersigned by your line manager. It must be completed for all periods of sickness absence of half a day or more. .......................
self_certification_of_sickness_absence_f[...]
Microsoft Word document [33.0 KB]
SHARED PARENTAL LEAVE POLICY
The Company implements the shared parental leave and pay rights set out in legislation. This document sets out the Company’s policy on shared parental leave and pay ....................
Shared Parental Leave Policy.doc
Microsoft Word document [64.0 KB]
SHARED PARENTAL LEAVE CURTAILMENT NOTICE
You can use this curtailment notice to notify the Company that you wish to bring your maternity or adoption leave, and/or statutory maternity pay (SMP) or statutory adoption pay (SAP), to an end. You must do this if you wish to opt in to the shared parental leave (SPL) ....................
Shared Parental Leave - Maternity Leave [...]
Microsoft Word document [36.5 KB]
SICKNESS ABSENCE POLICY
1. On the first morning of your sickness absence, you must personally contact the Company by telephone and speak to your line manager at the earliest possible opportunity and as close to your normal start time as possible. E-mail and text message contact is unacceptable, as is contact through social media websites or using online or mobile phone instant messaging facilities. In any event
Sickness Absence Policy.doc
Microsoft Word document [51.5 KB]
SOCIAL MEDIA POLICY
[Employees are not permitted to access social media websites or to keep a blog using the Company’s IT systems and equipment at any time. This includes laptop and hand-held computers or devices distributed by the Company for work purposes.........
Social Media Policy.docx
Microsoft Word document [29.1 KB]
STANDARD REPLY TO REFERENECE REQUEST ***NEW***
I refer to your request for a reference in respect of the person named above. It is the Company’s policy to provide basic references only and therefore I would comment as follows:.....
Standard Reply to Reference Request.doc
Microsoft Word document [42.5 KB]
TRAINING COSTS AGREEMENT
1. In consideration of the Employer agreeing to meet the costs of the Course which are set out in the Schedule to this Agreement (“the Costs”), the Employee undertakes to reimburse to the Employer the Costs if:
Training Costs Agreement.doc
Microsoft Word document [46.5 KB]
USE OF OWN VEHICLE ON COMPANY BUSINESS
This policy applies to employees who drive on Company-related business using their own private vehicles. In relation to Company vehicles, employees should refer to the provisions of the cars and car allowances policy.
USE OF OWN VEHICLE ON COMPANY-RELATED BU[...]
Microsoft Word document [34.5 KB]
WORKPLACE SWEEPSTAKE RULES
The Company permits employees to organise private workplace sweepstakes for major sporting events provided that they comply with all the following rules and the organiser(s) agree(s) to abide by them. A sweepstake must not:.....................................
Workplace sweepstake rules.doc
Microsoft Word document [30.5 KB]
WRITTEN STATEMENT OF EMPLOYMENTS PARTICULARS
This written statement dated . . . . . . . . . . . . . . (insert date) meets the requirements of section 1 of the Employment Rights Act 1996 and it supersedes any earlier written or oral arrangement between you and . . . . . . . . . . . (insert name of employer) (“the Company”).
WRITTEN STATEMENT OF EMPLOYMENT PARTICUL[...]
Microsoft Word document [63.5 KB]

Health & Safety

ASBESTOS CONDITION REPORT
This document should be used to identify the condition of any materials identified that may contain asbestos. It should be completed every twelve months, or sooner if significant damage is identified to any asbestos containing materials.
asbestos_condition_report.doc
Microsoft Word document [54.0 KB]
BASIC HEALTH & SAFETY POLICY - LOW RISK ESTABLISHMENTS ***NEW***
The Company is committed to ensuring the health, safety and welfare of its employees, and it will, so far as is reasonably practicable, establish procedures and systems necessary to implement this commitment and to comply with its statutory obligations on health and safety.
Basic Health Safety Policy- Low Risk Es[...]
Microsoft Word document [40.5 KB]
DEMOLITION & DISMANTLING CHECKLIST
A useful demolition & dismantling checklist to help you conduct a major demolition or dismantling project safely.
Demolition Dismantling Checklist.doc
Microsoft Word document [75.0 KB]
FIRE RISK ASSESSMENT
Record of significant findings as required by the Regulatory Reform (Fire Safety) Order 2005
Fire Risk Assessment.doc
Microsoft Word document [69.5 KB]
HEALTH & SAFETY POLICY STATEMENT - PART 1 OF A MAIN HEALTH & SAFETY POLICY DOCUMENT
The Company is committed to ensuring the health, safety and welfare of its employees and of others who may be affected by our activities. We will take all reasonably practicable steps to achieve this commitment, to comply with our statutory obligations and to promote a positive health and safety culture throughout our organisation.
health_and_safety_policy_statement.doc
Microsoft Word document [36.0 KB]
HEALTH & SAFETY POLICY ORGANISATION- PART 2 OF A MAIN HEALTH & SAFETY POLICY
The Board is responsible for leadership on health and safety matters and in particular for: 1. Appointing a “Health and Safety Director” to oversee health and safety on behalf of the Board. 2. Providing sufficient resources to implement the health and safety policy. 3. Reviewing the health and safety policy at least annually, with the assistance of ………. (insert name or job title of H&S advisor).
health_and_safety_policy_organisation.do[...]
Microsoft Word document [47.5 KB]
HEALTH & SAFETY POLICY ARRANGEMENTS - PART 3 OF A MAIN HEALTH & SAFETY POLICY DOCUMENT
We have documented our health and safety standards in the form of an overall Health and Safety Policy. The Policy has three parts including a statement of commitment, organisational responsibilities and this arrangements document. The ................
health_and_safety_policy_arrangements.do[...]
Microsoft Word document [48.0 KB]

Website

WEBSITE PRIVACY POLICY
[............] ("We") are committed to protecting and respecting your privacy.
This policy (together with our terms of use [INSERT A LINK TO WEBSITE TERMS OF USE] and any other documents referred to on it) sets out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us. Please read the following carefully to understand our views and practices regarding your personal data and how we will treat it. We keep certain basic information when you visit our website and recognise the importance of keeping that information secure and letting you know what we will do with it.
privacy policy.doc
Microsoft Word document [50.0 KB]
WEBSITE TERMS & CONDITIONS OF USE
TERMS OF WEBSITE USE
Please read these terms of use carefully before you start to use the site. By using our site, you indicate that you accept these terms of use and that you agree to abide by them. If you do not agree to these terms of use, please refrain from using our site.
RELIANCE ON INFORMATION POSTED & DISCLAIMER
The materials contained on our site are provided for general information purposes only and do not claim to be or constitute legal or other professional advice and shall not be relied upon as such.
We do not accept any responsibility for any loss which may arise from accessing or reliance on the information on this site and to the fullest extent permitted by English law, we exclude all liability for loss or damages direct or indirect arising from use of this site.
website terms conditions.doc
Microsoft Word document [53.5 KB]
Limited Company Accounting & Support Plan
Sum Assistance have the ideal solution for micro and small limited company clients. We take on all the company compliance and accounting hassles and leave you free to concentrate on running and developing your business.
Limited Company Accounting Flyer website[...]
Adobe Acrobat document [51.4 KB]

Office hours

Monday -Friday: 9:00 to 18:00

Saturday: 10:00 to 14:00

Evening, weekend & home visit appointments available (no additional charge)

Address

Sum Assistance

Airedale Enterprise Services

Sunderland Street

Keighley

BD21 5LE

 

Sum Assistance

Brooklands Court

Tunstall Road  

Leeds

LS11 5HL

Use of this website is subject to and governed by our privacy policy & terms & conditions of use

Making an appointment

If you have any queries or wish to make an appointment please contact us:

 

Keighley

Tel: 01535 442101

Fax: 01535 442102

 

Leeds

Tel : 0113 418 2085

Fax: 0113 418 2095

 

Mob: 0779 473 4711

Email: colin@sumassistance.co.uk

 

Alternatively, please use our contact form.

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