Schedule 3J, paragraph 8A

“Legal advisory services”— means the provision of legal advice to a client in non-contentious matters, involving any of the following— the application or interpretation of law; acting on behalf of a client, or providing advice on or in connection with, a commercial transaction, negotiation or any other dealing with a third party; the preparation, execution or verification of a legal document; do not include any representation, advice, preparation of documents or verification of documents undertaken as part of legal representation services provided in, or in anticipation of— any proceedings before administrative agencies, courts or other duly constituted official tribunals in any jurisdiction, or arbitral or mediation proceedings in any jurisdiction; do not include the provision of legal advice or other services in connection with the management of claims under a contract of insurance or reinsurance. In sub-paragraph (1)— “legal document” includes any document which is governed in whole or in part by law, or which satisfies a legal requirement; “legal representation services” include advice given in relation to a dispute or potential dispute, and on the settlement of a dispute, whether or not proceedings referred to in sub-paragraph (1)(b) are commenced in relation to the dispute.

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Source: legislation.gov.uk · retrieved 2026-08-30