Terms of Business

Designer Legacy is a trading style of Designer Legacy Ltd, a company registered in England and Wales, based in the United Kingdom. Throughout these terms, "we", "us" and "our" refer to Designer Legacy Ltd trading as Designer Legacy, and "you" and "your" refer to our client.

We provide estate and bloodline planning services, including will writing, trusts, lasting powers of attorney, and related legacy planning. The specific services we will provide to you will be agreed with you in writing before any work begins.

Our website content, guides, booklets and scorecards are provided for general information only. They do not constitute financial, tax, or legal advice, and no adviser–client relationship is created by downloading or reading them.

Designer Legacy is not part of The Openwork Partnership offering and is offered in our own right. The Openwork Partnership accepts no responsibility for this aspect of our business.

Wills, trusts, and estate planning are not regulated by the Financial Conduct Authority (FCA). Where a matter falls within a regulated activity, this will be made clear to you separately and handled under the appropriate regulated arrangements.

You agree to provide us with full, accurate and up-to-date information about your circumstances, and to tell us promptly if anything changes. Our recommendations and the documents we prepare are based on the information you give us; we cannot be responsible for outcomes that result from information that was withheld or inaccurate.

Our fees will be confirmed to you in writing before any chargeable work begins. Fees are payable as set out in our engagement confirmation. We will never begin chargeable work without your prior agreement.

Everything you share with us is treated in strict confidence. We handle your personal information in accordance with the UK GDPR and the Data Protection Act 2018, as described in our Privacy Policy.

We will carry out our work with reasonable skill and care. Nothing in these terms excludes or limits our liability for death or personal injury caused by our negligence, for fraud, or for anything else that cannot lawfully be excluded. Subject to that, our liability is limited to losses that are a reasonably foreseeable consequence of our breach of these terms.

If you are unhappy with any aspect of our service, please tell us as soon as possible so we can put it right. You can raise a concern by replying to any email we have sent you, and we will acknowledge and investigate it promptly.

Where the Consumer Contracts Regulations apply, you have a 14-day right to cancel from the date you engage our services, without giving any reason. If you ask us to begin work within that period, you may be charged a reasonable amount for work already completed.

These terms, and any work we carry out for you, are governed by the laws of England and Wales, and the courts of England and Wales will have exclusive jurisdiction.