Website Terms & Conditions

1. About Alexander Legacy

Alexander Legacy Ltd is a company incorporated in England and Wales.

Company: Alexander Legacy Ltd
Company number: 17403568
Registered office: 128 City Road, London, EC1V 2NX, United Kingdom
Email: info@alexanderlegacy.co.uk
Website: alexanderlegacy.co.uk

Alexander Legacy provides estate-planning services, including Will writing, Lasting Powers of Attorney ("LPAs"), trust planning and related estate-planning assistance.

Where appropriate, Alexander Legacy may introduce clients to independent third-party professionals, including solicitors, tax advisers, financial advisers, mortgage or equity-release specialists and other professional service providers.

2. Nature of Our Services

Alexander Legacy provides estate-planning services to individuals who wish to organise their affairs and plan for the future.

Our services may include:

• Will writing and Will-related planning;
• Lasting Powers of Attorney;
• Trust planning and trust-related assistance;
• Estate-planning consultations;
• Introductions to appropriate third-party professional or regulated firms where specialist advice or services are required; and
• Other related estate-planning services agreed with the client.

The precise services provided to you will depend upon your individual circumstances and the service you purchase.

3. Important Information About Our Services

Alexander Legacy is an estate-planning business and is not a firm of solicitors.

We do not represent ourselves as solicitors, barristers or a regulated law firm.

Where your circumstances require specialist legal, tax, financial or other regulated advice, we may recommend that you obtain independent advice or introduce you to an appropriately qualified or authorised third-party professional.

Any third-party professional introduced to you is responsible for the advice and services that they provide to you.

Unless expressly stated otherwise in your written agreement with us, Alexander Legacy is not responsible for advice, recommendations, documents, products or services supplied directly by a third party.

4. Information on This Website

The information provided on this website is for general information purposes only.

It is not intended to constitute personalised legal, tax, financial or other professional advice.

Estate-planning decisions depend upon individual circumstances. Information contained on this website should not be relied upon as a substitute for advice appropriate to your circumstances.

If you require specialist legal, tax or financial advice, you should obtain advice from an appropriately qualified professional.

5. Will Writing

Where you instruct Alexander Legacy to assist with the preparation of a Will, we will obtain information from you about your wishes and circumstances and provide the service agreed with you.

You are responsible for providing complete and accurate information.

You should carefully review your Will and any accompanying documentation before signing.

Alexander Legacy cannot guarantee that a Will will achieve a particular tax, inheritance or financial outcome.

The validity and effectiveness of a Will can depend upon matters including its contents, execution, testamentary capacity, applicable law and changes in circumstances.

We strongly recommend that you tell us if your circumstances change after your Will has been prepared.

Circumstances that may warrant reviewing your Will include marriage, divorce, separation, the birth or adoption of children, death of a beneficiary or executor, significant changes in assets, changes in tax legislation or changes in your wishes.

6. Lasting Powers of Attorney

Alexander Legacy may assist clients with the preparation of Lasting Powers of Attorney.

The client is responsible for providing accurate information and confirming that the information recorded in the LPA reflects their wishes.

An LPA must be correctly completed, signed and certified in accordance with the applicable requirements before it can be registered.

Registration is undertaken through the Office of the Public Guardian where applicable.

Alexander Legacy does not guarantee that an LPA application will be accepted or registered where information is incomplete, inaccurate or otherwise fails to meet the applicable requirements.

7. Trust Planning

Trust planning can involve significant legal, tax and financial considerations.

Where we provide trust-planning services, the precise scope of those services will be explained to you before work begins.

Depending upon the nature and complexity of your circumstances, we may recommend that you obtain independent legal or tax advice or refer you to an appropriately qualified professional.

You should not establish or enter into a trust solely on the basis of general information contained on our website.

8. Third-Party Professional Referrals

Alexander Legacy may introduce clients to third-party professional firms where specialist services are required or where such services may be appropriate.

This may include:

• Solicitors;
• Tax advisers;
• Accountants;
• Financial advisers;
• Mortgage advisers;
• Equity-release advisers;
• Insurance professionals; and
• Other specialist professionals.

Where a third party provides advice or services directly to you, that third party is responsible for its own advice, recommendations, products, fees and services.

You are free to decide whether to proceed with any third-party recommendation or introduction.

Where Alexander Legacy receives a referral fee, commission or other commercial benefit from a third-party introduction, we will disclose this where required by applicable law or regulation.

9. Appointments and Consultations

Appointments may be arranged through our website, telephone, email, messaging services or other methods made available by Alexander Legacy.

You agree to provide accurate information when booking an appointment.

If you need to cancel or rearrange an appointment, please contact us as soon as reasonably possible.

Where an appointment is missed without reasonable notice, we reserve the right to apply any cancellation or missed-appointment terms that were communicated to you before booking.

10. Fees and Payment

The price of a service will be communicated to you before you are required to purchase it.

Unless otherwise stated:

• prices are quoted in pounds sterling;
• payment is required in accordance with the payment terms provided to you;
• any applicable taxes will be identified where required; and
• third-party professional fees are separate unless expressly stated otherwise.

We will not charge you for additional services without appropriate notice and, where required, your agreement.

11. Your 14-Day Cancellation Right

Where applicable under consumer law, you have a statutory right to cancel a contract for services within 14 days of entering into the contract without giving a reason.

Nothing in these terms is intended to remove or restrict any statutory consumer rights that cannot lawfully be excluded.

If you wish to cancel, you should contact us using:

Email: info@alexanderlegacy.co.uk

You may use the following wording:

"I hereby give notice that I wish to cancel my contract with Alexander Legacy Ltd."

You may also provide your name, address and details of the service purchased to help us identify your contract.

12. Requesting Work to Begin During the Cancellation Period

If you ask us to begin providing services before the expiry of the 14-day cancellation period, you may expressly request that we begin work immediately.

Where you make such a request and subsequently exercise a statutory cancellation right, you may be required to pay a proportionate amount for services properly supplied up to the point at which you cancelled, where permitted by applicable law.

If the service has been fully performed during the cancellation period following your express request and acknowledgement of the consequences of requesting early performance, your statutory cancellation right may cease where permitted by law.

We will provide the relevant information and obtain any required confirmation before beginning work in circumstances where this is required.

13. Refunds

Where you validly cancel a contract and a refund is due, we will process the refund in accordance with applicable consumer law and the terms applicable to your particular service.

Where you have expressly requested that services begin during the cancellation period, any lawful deduction for services already supplied may apply.

Nothing in these terms affects your statutory rights.

14. Client Responsibilities

You agree to:

• provide accurate and complete information;
• tell us about relevant changes in your circumstances;
• review documents provided to you carefully;
• ask questions where you do not understand something;
• provide information reasonably required to deliver the service;
• attend agreed appointments where applicable; and
• promptly notify us of any errors or omissions you identify.

Alexander Legacy is not responsible for consequences arising from information that you knowingly or negligently provide incorrectly or fail to provide.

15. Changes in Circumstances

Estate-planning documents should be reviewed periodically.

We do not automatically review your Will, LPA or trust arrangements following changes in your circumstances or changes in law.

You should contact us if your circumstances change and you believe your estate-planning arrangements may need to be reviewed.

16. Complaints

We take complaints seriously and aim to resolve concerns fairly and promptly.

If you are unhappy with our service, please contact:

info@alexanderlegacy.co.uk

Your complaint should include:

• your name;
• relevant contact details;
• details of the service concerned; and
• the nature of your complaint.

We will acknowledge and investigate your complaint and provide a response within a reasonable period.

Nothing in this complaints procedure prevents you from exercising any statutory rights available to you.

17. Our Liability

Nothing in these terms excludes or limits liability where doing so would be unlawful.

This includes liability that cannot legally be excluded or limited under applicable consumer protection legislation.

Subject to the above, we will take reasonable care and skill when providing our services.

We are not responsible for losses caused by:

• inaccurate or incomplete information supplied by you;
• your failure to follow reasonable instructions;
• changes in your circumstances that you do not tell us about;
• actions or omissions of independent third parties;
• events outside our reasonable control; or
• your failure to review documents or seek appropriate independent advice where recommended.

Nothing in these terms is intended to give you fewer rights than you have under applicable consumer law.

18. Intellectual Property

Unless otherwise stated, all content on this website, including text, branding, logos, graphics, photographs, design elements and other materials, belongs to Alexander Legacy Ltd or is used with permission.

You may view and use the website for your personal and lawful purposes.

You must not reproduce, modify, distribute, sell or commercially exploit our website content without our prior written permission.

19. Website Availability

We aim to keep our website available and accurate but do not guarantee that it will always be available, uninterrupted or free from errors.

We may update, suspend or withdraw parts of the website without notice where reasonably necessary.

20. External Websites and Links

Our website may contain links to third-party websites.

These links may be provided for convenience or to help you access additional information.

We do not control third-party websites and are not responsible for their content, availability, privacy practices or services.

A link to a third-party website does not necessarily constitute an endorsement of that website or its services.

21. Data Protection and Privacy

We process personal information in accordance with our Privacy Notice.

Our Privacy Notice explains:

• what information we collect;
• why we collect it;
• our lawful bases for processing;
• who we may share it with;
• how long we retain it;
• your data-protection rights; and
• how you can make a complaint.

You should read our Privacy Notice before providing personal information to us.

22. Cookies

Our website may use cookies and similar technologies.

Where required, we will ask for your consent before using non-essential cookies.

Further information is available in the Cookies section of our Privacy Policy.

23. Security

We take reasonable steps to protect information provided to us.

However, no method of transmitting information over the internet or storing electronic information can be guaranteed to be completely secure.

You should not send highly sensitive information through an unsecured contact form unless specifically requested by us.

24. Events Outside Our Control

We will not be responsible for failure or delay in performing our obligations where the failure or delay results from circumstances outside our reasonable control.

This may include serious technical failures, cyber incidents, telecommunications failures, natural disasters, government action, industrial disputes or other circumstances beyond our reasonable control.

25. Changes to These Terms

We may update these Website Terms & Conditions from time to time.

The current version will be published on our website with the relevant effective date.

Changes to these website terms will not retrospectively alter the terms of a client contract that has already been entered into unless permitted by law or agreed with the client.

26. Governing Law

These Website Terms & Conditions are governed by the laws of England and Wales.

Subject to any mandatory consumer rights, the courts of England and Wales will have jurisdiction in relation to disputes arising from these terms.

27. Contact

Alexander Legacy Ltd
Company number: 17403568
Registered office: 128 City Road, London, EC1V 2NX, United Kingdom
Website: alexanderlegacy.co.uk
Email: info@alexanderlegacy.co.uk