Clear and Transparent Service Terms

These Terms explain how Together We Plan Ltd provides estate planning services, including Wills, Trusts, Lasting Powers of Attorney (LPAs), and inheritance tax planning.

Our aim is to keep the process clear, transparent, and easy to understand, so you always know what to expect before and during your instruction.

Our Service Commitment

We provide professionally prepared estate planning documents based on the information you give us. This may include Wills, Trusts, LPAs, and related planning services.

We will:

• explain your options clearly in plain English

• request only the information needed to complete your instructions

• provide draft documents for your review before finalisation

• provide guides and support you through signing and completion requirements

You remain responsible for checking that the information you provide is accurate and complete.

Fees and Payment

Fees will always be explained clearly before work begins.

In most cases:

• A minimum of 50% of fees is payable when instructions are given (minimum £450)

• The balance is payable on approval of draft documents or within 14 days of issue

• Fixed-fee services are payable on delivery of drafts, if £450 or less

Additional costs may apply where work becomes more complex or where instructions change significantly after drafting has begun. These will always be discussed with you first.

Government or third-party fees (such as LPA registration fees) are separate and explained where applicable.

Home Visits and Remote Appointments

We offer flexible appointment options, including:

Home or workplace visits

• Within Tavistock area– no additional charge

• Outside Tavistock – mileage charged at 45p per mile (based on Google Maps)

Remote appointments

• Telephone – no additional charge

• Video call – no additional charge

Amendments and Changes

You can make changes to draft documents free of charge before final approval.

After approval, changes may incur a small administration fee depending on the type of amendment required.

Cancellations

You have a 14-day cooling-off period from instruction, in line with UK consumer law.

If you ask us to begin work immediately, and later cancel within this period, reasonable charges may apply for work already completed and any third-party costs incurred.

Document Storage

We securely store electronic copies of your documents in line with data protection legislation.

Physical storage may be handled by a secure third-party provider where required.

Complaints

We aim to provide a high standard of service. If something goes wrong, you can contact us directly and we will work to resolve the issue promptly.

Legal Note

These Terms are governed by the laws of England and Wales. Services are provided based on the law at the time of instruction. View full Terms of Business (legal version)