← Return to Menu
🏢

What is the employer's name?

The company or organisation name

📍

What is the employer's registered address?

The registered office address

👤

What is the employee's full name?

The person leaving employment

🏠

What is the employee's address?

Home address for the agreement

💼

Employment details

Job title and when employment started

📋

Why is employment ending?

Select the primary reason

📉
Redundancy
🤝
Mutual Agreement
🔄
Restructure
📊
Performance
⚠️
Grievance
📝
Other
📅

Termination date and notice period

When will employment end?

🌿

Will there be garden leave?

Employee stays employed but does not attend work

❌
No
✅
Yes
📆

Garden leave dates

When does garden leave start and end?

💰

What is the settlement payment?

The ex-gratia termination payment

💡 The first £30,000 of a termination payment may be paid free of income tax under section 401 ITEPA 2003.
💷

Any other payments?

PILON, holiday pay, arrears — leave blank if not applicable

⚖️

Legal fees contribution and payment timing

Standard employer contribution towards employee's legal advice

📜

Which claims should be waived?

Standard claims are always included. Select additional waivers.

💡 Unfair dismissal, wrongful dismissal, redundancy payments, and unauthorised deductions are always included in the waiver.
🔒

Restrictive covenants

Do existing non-compete restrictions continue?

✅
Yes — Keep Covenants
🔓
No — Release
⏱️

Non-compete period

How long do post-termination restrictions apply?

3️⃣
3 Months
6️⃣
6 Months
🔢
12 Months
🤫

Confidentiality clause?

Who must keep the agreement terms confidential?

🤝
Mutual — Both Parties
👤
Employee Only
❌
No Clause
📄

Will the employer provide an agreed reference?

A standard reference can be agreed in advance

✅
Yes
❌
No
✍️

Agreed reference wording

Edit the reference text as needed

🛡️

Non-derogatory statements and tax indemnity

Additional protective clauses

📝

Any additional terms?

Leave blank if not needed

💡 The employee must receive independent legal advice before signing. The adviser certificate (Schedule 1) is included for their solicitor to complete.
← Return to Menu

Your Settlement Agreement Pack is Ready

Cover letter + settlement agreement + adviser certificate — review below

Export to Word for additional customisation beyond the standard template.

Instant Access

Unlock Your Settlement Agreement

Get instant access to both the Interview Version (guided) and the Editor Version in Word & PDF formats

✓Interview Version (Guided)
✓Editor Version (Manual)
✓Word & PDF Formats
✓Print Unlimited Copies
✓Use Forever
✓30-day money-back guarantee*
£25
One-Time Payment
No subscriptions, ever

Lifetime Access • Both Versions • Lifetime Updates • No subscription

30-Day Money-Back Guarantee

We stand behind every template we sell. If something's technically wrong, we'll make it right.

You're Covered If:

  • File is corrupted or won't open
  • Missing content described on product page
  • Technical errors prevent use as described
  • File format incompatibility that prevents editing

Why you probably won't need this: You can preview the full template with watermark before purchase – so you'll know exactly what you're getting.

Bought the Wrong Template?

Mistakes happen – we get it. Within 30 days, here's how we can help:

Template Swap: We'll cancel your original and issue a different template of equal or lesser value.

Store Credit: Full purchase amount to use on any template. Never expires.

Offered at our discretion for genuine mistakes – we reserve the right to decline repeat or unreasonable requests.

How to Request:

Email [email protected] within 30 days with your order number.

We aim to respond within 2 business days. Approved refunds processed within 5 business days.