3. Terms and Conditions

These Terms and Conditions ("Terms") govern your use of the website estateplanningadvice.uk, operated by Estateplanningadvice.uk ("we", "us", "our"). By accessing or using this website, you agree to be bound by these Terms. If you do not agree, please do not use this website.

3.1 About Us

estateplanningadvice.uk is operated by Estateplanningadvice.uk

Important: Estateplanningadvice.uk is NOT regulated by the Financial Conduct Authority (FCA) or the Solicitors Regulation Authority (SRA). We operate as an information and lead referral website only. Nothing on this website constitutes regulated financial advice, legal advice, or professional advice of any kind.

3.2 Nature of Service

Our service consists of:

•       Providing general information about estate planning topics including wills, lasting powers of attorney, trusts, inheritance tax, and related matters.

•       Connecting individuals who submit enquiries with third-party estate planning professionals and firms ("Referral Partners") who may be able to assist them.

We are an introductory service only. We do not provide estate planning advice, legal advice, financial advice, or any other regulated or professional advice ourselves. Any advice, services, or products you receive will be provided by the Referral Partner, not by us.

3.3 Referral Partners

Our network of Referral Partners includes both regulated and non-regulated firms and individuals. Where a Referral Partner is regulated:

•       Financial advisers may be authorised and regulated by the FCA. You can verify this at register.fca.org.uk.

•       Solicitors may be regulated by the SRA. You can verify this at sra.org.uk/consumers.

We do not guarantee the regulatory status, competence, suitability, or quality of any Referral Partner. You are solely responsible for satisfying yourself that any professional you engage is suitable for your needs. We recommend you verify credentials, request evidence of professional indemnity insurance, and obtain multiple quotes where appropriate.

We may receive a referral fee or commission from Referral Partners when a connection is made. This does not affect the referral fee charged to you (if any) and does not influence which partners we recommend.

3.4 No Advice Disclaimer

The content on estateplanningadvice.uk is provided for general information and educational purposes only. It does not constitute:

•       Financial advice within the meaning of the Financial Services and Markets Act 2000.

•       Legal advice or the creation of a solicitor-client relationship.

•       Tax advice.

•       Any other form of regulated or professional advice.

You should not rely on information from this website as the basis for any financial, legal, or estate planning decision. You should always seek independent professional advice tailored to your specific circumstances before making any decisions.

3.5 User Obligations

By using this website, you agree to:

•       Provide accurate and complete information in any enquiry or contact form.

•       Use this website for lawful purposes only.

•       Not attempt to gain unauthorised access to any part of the website or its systems.

•       Not use the website in any way that causes or may cause damage to the website or impairment of its availability.

•       Not submit enquiries on behalf of another person without their consent.

3.6 Limitation of Liability

To the fullest extent permitted by applicable law:

•       We exclude all liability for any loss or damage arising from your use of this website, reliance on any information contained on it, or any connection made through our referral service.

•       We are not liable for the acts, omissions, advice, or services of any Referral Partner introduced to you through this website.

•       We are not liable for any indirect, consequential, special, or punitive losses, loss of profit, loss of data, or loss of opportunity.

•       Our total aggregate liability to you in respect of any claim arising from use of this website shall not exceed one hundred pounds (£100).

Nothing in these Terms limits or excludes liability for death or personal injury caused by our negligence, fraud or fraudulent misrepresentation, or any other liability which cannot be excluded or limited by law.

3.7 Intellectual Property

All content on this website, including text, graphics, logos, and design, is the property of Estateplanningadvice.uk Ltd or its licensors and is protected by copyright and other intellectual property laws. You may not reproduce, distribute, or use any content from this website without our prior written consent, except for personal, non-commercial use.

3.8 Third-Party Links

This website may contain links to third-party websites. These links are provided for your convenience only. We have no control over the content of those websites and accept no responsibility for them or for any loss or damage that may arise from your use of them.

3.9 Privacy and Data Protection

Your use of this website is subject to our Privacy Policy (Section 2 of this document), which is incorporated into these Terms by reference. By using this website, you consent to the processing of your personal data as described in our Privacy Policy.

3.10 Cookies

By continuing to use this website, you consent to our use of cookies as described in our Privacy Policy (Section 2.7). You may withdraw consent for non-essential cookies at any time via your browser settings or the cookie preference centre.

3.11 Availability and Accuracy

We make reasonable efforts to ensure this website is available and its content is accurate. However, we do not guarantee that the website will be uninterrupted or error-free, or that information on it is always up to date. We reserve the right to modify, suspend, or discontinue the website at any time without notice.

3.12 Governing Law and Jurisdiction

These Terms are governed by the laws of England and Wales. Any dispute arising in connection with these Terms or your use of this website shall be subject to the exclusive jurisdiction of the courts of England and Wales.

3.13 Changes to These Terms

We reserve the right to update these Terms at any time. The current version will always be available at estateplanningadvice.uk/terms. Continued use of the website after any changes constitutes your acceptance of the updated Terms. These Terms were last updated in April 2026.

3.14 Contact

If you have any questions about these Terms, please contact us: