Employment template

Settlement agreement checklist for England & Wales.

A structured checklist for employment settlement terms, including payments, tax treatment, references, confidentiality, restrictive covenants, and independent advice flags.

Guided intake

Questions before drafting

  1. 1What payments are offered?
  2. 2What claims are being waived?
  3. 3Is a reference agreed?
  4. 4Are restrictions reaffirmed or varied?
Review checks

What The Counsel should inspect

Check

Independent advice requirement

Check

Tax allocation

Check

Reference wording

Check

Confidentiality exceptions

Next action

Draft, then verify

Generate the first draft, run it through the relevant review skill, and export a solicitor brief if the document carries material value, regulatory exposure, or unusual facts.