Academies: The Transfer Agreement

Academies: The Transfer Agreement

We advise Headteachers and Governors on the terms of the Transfer Agreement and what to do in practice to transfer assets and contracts from the existing school to the new academy.

 What is the Transfer Agreement?

The Transfer Agreement is a model document produced by the DfE to be entered into between the Local Authority, old school and new academy.

Why does the school need a Transfer Agreement?

The purpose of the Transfer Agreement is to document the transfer the assets, contracts and staff of the old school to the Academy Trust which will operate the new academy.  This means that assets, contracts and staff of the predecessor school have to be identified and transferred to the Academy Trust.

The Transfer Agreement willl have as its objective a fair apportionment of risk and liability between the local authority and the new Academy.

In connection with the Transfer Agreement the school’s assets and contracts to be transferred need to be identified.  We can help you to establish who owns those assets and how best to transfer them to the academy.  For example, you might need a third party consent to transfer a contract or you may need to enter into a new contract.  Accordingly, you need to identify all of those assets and contracts as part of the work to finalise the Transfer Agreement.

The Transfer Agreement is conditional on the Funding Agreement.  This means that the Transfer Agreement does not take effect until the Funding Agreement is completed.

Chartered Legal Executive and Associate
Head of Marketing and Business Development
Chartered Legal Executive, Associate
Blog Posts

How about a shorter working week?


Could a shorter working week increase your business's productivity? A financial services company in…

Read More
Upcoming Events

The Great East Run


A Gotelee team will be running The Great East Run on Sunday 16th at…

Read More
News Posts

Knife crime – the law


It might help the current debate on the surge in knife crime to set…

Read More


"Approachable, very efficient, always willing to take my calls and update me."

- SH

"We were very pleased to have Jade as our solicitor, the service was excellent and we felt kept in the loop which minimised stress"

- CT

"I have used Tracey Laflin at Gotelee on a number of occasions and in my opinion, she is simply the most efficient conveyancing solicitor I have ever worked with. From the outset, she took the time to understand my specific business requirements and to date, she has exceeded all of my expectations."

- Dale Fiddy - Portobello Developments Ltd

"I don't think this house sale would have pulled together without Jo's determination and expertise. Excellent!"

- MT

"Jade Shelton was absolutely fantastic!! Professional and proactive at all times."

- JH

"This is by far the go-to firm for any issues. You are made to feel valued from the outset and they are so confident in what they do. Wouldn't recommend any other. Thank you Hugh and Max."

- Ros Jones

"Domini was very fast and efficient in carrying out her work for me - she was also very good at explaining things to me"


"Prompt, helpful, polite and very professional service"


"The ease that we could access and speak to Pat Smith - Thank you"


"We found Rachel Dawson outstanding, polite, professional and caring."


Please select preferred method of contact

* We will only contact you by telephone if you select this as primary form of contact. All web enquiries will be stored on our website for 30 days.