Third Party Authorisation Letter Template for England and Wales

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Key Requirements PROMPT example:

Third Party Authorisation Letter

I need a Third Party Authorisation Letter allowing my accountant to handle all tax-related matters and communicate with HMRC on my behalf from January 2025 to December 2025, including filing returns and making payments.

Document background
The Third Party Authorisation Letter is essential in situations where an individual or organization needs to delegate authority to another party to act on their behalf. Common in England and Wales, this document is particularly crucial when dealing with financial institutions, government bodies, or other organizations requiring formal authorization. The letter typically includes detailed information about both parties, specific powers being granted, duration of authority, and any limitations or conditions. It must comply with UK GDPR, agency law principles, and may require witness or notary authentication depending on its use.
Suggested Sections

1. Date: Current date of authorization

2. Authorizing Party Details: Full name, address, and contact information of person giving authorization

3. Authorized Party Details: Full name, address, and contact information of third party being authorized

4. Scope of Authorization: Clear description of what actions/decisions the third party is authorized to take

5. Duration: Time period for which authorization is valid

6. Signature Block: Space for signatures, witnesses if required

Optional Sections

1. Limitations: Any specific restrictions on the authorization, used when authority needs to be constrained

2. Revocation Terms: Process for revoking authorization, included for longer-term authorizations

3. Indemnification: Protection clauses for authorized party, used in high-risk situations

4. Confidentiality: Privacy obligations, included when sensitive information is involved

Suggested Schedules

1. Identification Documents: Copies of ID proving identity of authorizing party

2. Supporting Documentation: Any relevant documents supporting the need for authorization

3. Specific Instructions: Detailed procedures or guidelines for specific authorized actions

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Industries

UK GDPR and Data Protection Act 2018: Key legislation governing the processing and sharing of personal data. Essential when the authorization involves sharing personal information with third parties.

Agency Law Principles: Common law principles of agency and The Rights of Third Parties Act 1999, which govern the relationship between principal and agent in authorization arrangements.

Contract Law Fundamentals: Including common law principles of contract formation, The Consumer Rights Act 2015, and Unfair Contract Terms Act 1977, which establish the basic framework for legally binding agreements.

Financial Services Legislation: Financial Services and Markets Act 2000 and Financial Services Act 2012, applicable when the authorization involves financial matters or services.

Mental Capacity Act 2005: Legislation ensuring that the person giving authorization has the legal capacity to make decisions and grant authority to others.

Electronic Communications Act 2000: Legislation governing the validity and use of electronic signatures and communications in legal documents.

Fraud Act 2006: Legislation providing framework for preventing fraudulent authorizations and ensuring proper authentication of parties.

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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