All sample legal documents

Employee Relocation Agreement

A completed relocation package recording eligible costs, an advance, the move timetable and a proportionate contractual clawback.

Jurisdiction: England and Wales - completed fictional worked example

Download Sample

An editable Microsoft Word version is available from the interactive page.

Important: This sample provides general legal information only and is not legal advice. Check the law, prescribed forms and signing requirements that apply to your exact jurisdiction and circumstances before use.

# EMPLOYEE RELOCATION AGREEMENT

Date: 6 January 2030

Parties: Northmoor Analytics Limited and Helen Ward

## 1. Purpose and parties

Northmoor Analytics Limited (Company No. 11834021) requires Helen Ward, a senior data engineer living in Leeds, to move to its Bristol office by 1 April 2030. Helen remains an employee under her existing contract; this agreement only records relocation support.

## 2. Facts, scope and terms

Northmoor will reimburse reasonable removal and storage costs, one return journey for Helen and her partner, four weeks of temporary accommodation, and up to £1,200 of estate-agent and legal costs for the move. The total budget is £8,000; qualifying expenses will be assessed under ITEPA 2003 rules, without promising tax exemption for every item.

## 3. Process and responsibilities

An advance of £2,500 will be paid after Helen accepts the move. She submits itemised receipts within 30 days, uses approved suppliers where reasonably available, and pays any excess or personal upgrade. HR will explain taxable treatment and payroll deductions before payment.

## 4. Evidence, records and safeguards

The target milestones are property search by 31 January, removal booking by 1 March and attendance at Bristol from 1 April. Northmoor will provide a settling-in contact, reasonable travel flexibility for four weeks and a workstation; Helen must keep confidential information secure during the move.

## 5. Review, escalation and outcome

If Helen resigns, or is dismissed for serious misconduct, within 24 months after relocation completion, the repayable support is 100% in months 0–6, 75% in months 7–12, 50% in months 13–18 and 25% in months 19–24. No clawback applies to redundancy, TUPE transfer, ill health or employer repudiatory breach.

## 6. Reservations and practical protections

Any deduction from final pay requires clear written authority and must comply with Employment Rights Act 1996 sections 13 and 15; otherwise Northmoor invoices the undisputed balance. The scale is a genuine cost recovery estimate, not a penalty, and is reduced where the actual unrecovered benefit is lower. Helen may use the grievance process to challenge a calculation.

## 7. England and Wales law and completion

The agreement does not reduce statutory notice, holiday, equality or expense rights and does not guarantee permanent work in Bristol if a lawful restructure occurs. England and Wales law applies. Helen and HR Director Priya Shah sign on 6 January 2030 after an opportunity for independent advice.

Create a version for your situation

Create a tailored Relocation Agreement