TERMS & CONDITIONS

General

We charge a non-refundable Consultation Fee for home visits.

Our contract for anything further beginning upon payment. You then have a 14 day Cooling Off period during which you are free to cancel and receive a refund. Thereafter, fees are not refundable.

You undertake to provide accurate details for the people and assets featured and are responsible for actually owning assets specifically mentioned.

You agree to only sign documents that you understand and wish to take effect and you are responsible for their signing and witnessing.

You are solely responsible for reviewing your documents in the future and updating them, when necessary.

It is legal to arrange your affairs to minimise liabilities but tax evasion is illegal. All guidance is based on our general understanding of current legislation and this may change in the future.

Wills, Trusts & Estate Planning

We will make one set of requested changes to your Will documents for a period of 3 months but thereafter a further fee is payable.

Our Will fees include a home visit, written guidance and reasonable telephone contact thereafter but we charge for additional home visits.

Willcare

Willcare has a minimum term of 36 months and is normally paid by Direct Debit and you are free to cancel at any time thereafter or downgrade to the Bronze option.

Documents will only be checked for obvious errors before being stored.

Stored documents will be released to you or your appropriate representatives on written request (a Document Request fee is payable).

Jointly stored documents will be released on the authority of EITHER party.

Outstanding fees must be paid before release and are calculated at current rates.

If contact ceases and cannot be restored for more than 7 years, then we reserve the right to destroy your documents.

Lifetime Family Trusts, Inheritance Tax Advice and Probate

We act as intermediaries with selected Solicitors and Trust Corporations.