Refund Policy

Cancelling Your Estate Administration Plan or Your Estate Planning Services

12.1 You have the right to cancel Your Estate Administration Plan or Your Estate Planning Services within 14 days without giving any reason. The cancellation period will expire after 14 days from the Start Date.

12.2 To exercise the right to cancel, You must inform Us of Your decision to cancel this contract by a clear statement (e.g. a letter sent by post or email). You may use the model cancellation form available from Us upon request, but it is not obligatory. To meet the cancellation deadline, it is sufficient for You to send Your communication before the cancellation period has expired.

12.2A If You request that We begin providing the Estate Planning Services or the Estate Administration Plan within the 14-day cancellation period, You acknowledge that You may lose Your right to cancel once the services have been fully performed. We will only begin work within the 14-day cancellation period where You have provided Your express written consent for Us to do so.

12.3 If You decide to cancel the Estate Planning Services within 14 days after the Start Date, all payments made to the date of cancellation will be repaid to You (without interest).

12.4 If You decide to cancel the Estate Administration Plan more than 14 days after the Start Date, please inform Us in writing at Our head office. Any payments made by You will be refunded subject to the Plan Cancellation Fee. If the payments made are less than the Plan Cancellation Fee, We may require You to pay the balance.

12.5 If Your Estate Administration Plan is fully paid, Your Next of Kin shall not be entitled to cancel the Estate Administration Plan after the Time of Need subject to these Terms.

12.5A The Plan Cancellation Fee of £595 reflects the reasonable administrative and professional costs incurred by Us in setting up Your Plan, including consultation, documentation, processing, allocation of Designated Professional Regulated Advisors, and Trust administration. This fee is a genuine pre-estimate of Our costs and is not intended to operate as a penalty.

12.6 If You cancel the Estate Administration Plan or the Estate Planning Services, We will have no further obligation to fulfil the Estate Administration Plan or the Estate Planning Services.

CANCELLATION FORM  (copy this and print it off  and post it to the address below or email to: 

enquiries@guardianlegacy.co.uk)

(Complete and return this form only if you wish to withdraw from the contract)  

To Guardian Legacy, 11 Warren Road, Cheadle Hulme, Cheadle, SK8 5AA. 

Email: enquiries@guardianlegacy.co.uk

I/We [*] hereby give notice that I/We [*] cancel my/our [*] Estate Administration Plan/Estate Planning Services [*].

Estate Administration Plan Number/Estate Planning Services Confirmation Number [*]  

Name  

Address  

Signature (only if this form is notified on paper)  

Date  

[*] Delete as appropriate.