Effective Date: 30/11/2024
Welcome to Michaels & Company. These terms and conditions outline the rules and regulations for the use of our services, located at 1 Raleigh House, 2b Boucher Road, Budleigh Salterton, EX9 6HG. By engaging our services, you agree to comply with these terms. Please read them carefully before proceeding.
1. Definitions
1.1 “We”, “us”, and “our” refer to Michaels & Company.
1.2 “You” and “your” refer to any individual or entity using our services.
1.3 “Services” refer to estate planning advice, drafting legal documents, and other associated services provided by Michaels & Company.
2. Services Provided
2.1 Michaels & Company specialises in estate planning, including:
- Will drafting
- Trust creation
- Inheritance tax planning
- Power of attorney preparation
- Estate administration assistance
2.2 The information and advice we provide are tailored to UK law. We do not provide services outside of this jurisdiction.
3. Use of Services
3.1 Our services are intended for individuals aged 18 and above.
3.2 You agree to provide accurate, complete, and up-to-date information to enable us to deliver effective services.
3.3 The final responsibility for decisions regarding your estate lies with you. Michaels & Company cannot be held liable for decisions made based on incomplete or inaccurate information provided by you.
4. Fees and Payment
4.1 Our fees will be agreed upon in advance and confirmed in writing.
4.2 Payment is due within 14 days of the invoice date unless otherwise specified.
4.3 If payment is not received on time, we reserve the right to suspend or terminate services.
5. Cancellation and Refunds
5.1 You may cancel our services at any time by providing written notice.
5.2 Refunds are provided at our discretion and will depend on the work already completed.
6. Limit on our Liability
6.1 In respect of the advice we render and work we undertake, we will limit our potential liability to you to £2M. In instructing us, you accept that in the event of our negligence or breach of contract, you cannot claim more than that sum from us or our insurers, and that you have no claim against any of our staff personally.
6.2 In respect of any claim or potential claim against us, we limit the time you have in which to claim to 3 years from the date of the alleged act or omission or 12 months from the date you became aware of it, as appropriate.
7. Confidentiality and Data Protection
7.1 We are committed to protecting your personal data in compliance with the UK General Data Protection Regulation (UK GDPR).
7.2 All client information is confidential and will only be disclosed with your consent or when legally required.
7.3 By engaging our services, you consent to the collection, storage, and use of your personal data in accordance with our Privacy Policy.
8. Intellectual Property
8.1 All materials, documents, and advice provided by us remain the intellectual property of Michaels & Company until full payment is received.
9. Third-Party Services
9.1 Where third-party services are recommended, Michaels & Company is not responsible for their performance or any agreements entered into with them.
10. Force Majeure
10.1 Michaels & Company is not liable for any delay or failure to perform obligations due to events beyond our reasonable control, including natural disasters, strikes, or government restrictions.
11. Governing Law and Jurisdiction
11.1 These terms and conditions are governed by the laws of England and Wales.
11.2 Any disputes arising under these terms shall be subject to the exclusive jurisdiction of the courts of England and Wales.
12. Amendments
12.1 Michaels & Company reserves the right to update these terms and conditions. Any changes will be communicated via our website or directly to clients.
13. Contact Us
If you have any questions about these terms and conditions, please contact us:
- Address: Michaels & Company, 1 Raleigh House, 2b Boucher Road, Budleigh Salterton, EX9 6HG
- Phone: 0800 240 4587
- Email: info@michaelsandcompany.com