Privacy Statement

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Heritage Wills & Trusts is registered with the UK Data Protection Registrar and endeavours to follow all the guidelines and rules set out in the Data Protection Act 1998.  We will not disclose your personal details to any third parties unless it is necessary to do so. On those occasions when we do need to disclose personal information, such as preparing Key Facts Illustrations for you, processing your business, or obtaining compliance and regulatory advice, we will do so on a confidential basis and in accordance with the Data Protection Act.

 

Privacy Policy

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We have notified our processing of personal data under the Data Protection Act 1998.  We respect your personal privacy and will not use your personal information in any way that we would not accept ourselves. We have set out the following information about how we manage the personal information that we do collect.

 

Contact Details

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If you have any comments or concerns regarding our privacy policy please contact us at info@hwt-wills.co.uk  What we use personal data for:

 

We collect personal data to enable us to identify you and to deliver personalised offers and promotions based upon your demographics and product purchase profile, and for the purposes of statistical analysis.

The information is used for system administration purposes and to form personalised profiles and demographics that we may use to improve the content of our communications to you. In order to collect customer use profiles, we may use “cookies” to store and track information about your use of Heritage Wills & Trusts.  We will use this personalised information to keep you informed of areas you may have an interest. If you would prefer not to receive communications from us, please tell us by email to info@hwt-wills.co.uk

 

 

What we do not do with your personal data:

 

We will not sell, rent or disclose your personal details to any third parties, except:  when required to do so by law

in response to a valid legal request by a law enforcement officer or government agency.  When you have explicitly or implicitly given your consent.

 

Access to personal data

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Under the Data Protection Act 1998 we are entitled to charge an administration fee for answering your request of £10. All requests for copies of personal information should be made in writing accompanied by the administration charge to Heritage Wills & Trusts, Administration Unit 88 Clarence Avenue, Northampton NN2 6PA.

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Cookie Policy

 

This site uses cookies – small text files that are placed on your machine to help the site provide a better user experience. In general, cookies are used to retain user preferences, store information for things like shopping carts, and provide anonymised tracking data to third party applications like Google Analytics. As a rule, cookies will make your browsing experience better. However, you may prefer to disable cookies on this site and on others. The most effective way to do this is to disable cookies in your browser. We suggest consulting the Help section of your browser or taking a look at the About Cookies website which offers guidance for all modern browsers

 

Terms of Business

 

Head Office

88 Clarence Avenue

Northampton

NN2 6PA

Tel: 01604 717194

info@hwt-wills.co.uk

 

Definitions:         

“The Company”, “we”, “us”, means HWT (Heritage Wills & Trusts)                

The term `Will` includes all associated documents       

prepared in accordance with your instructions.        

 

Making a Will usually involves two meetings.  At the first meeting your detailed instructions are taken.  At the second meeting the completed documentation is given to you for you to read through before signing.  Any queries will be answered and explanations given.  In some instances Wills are prepared and sent through the post, this normally applies to updates only where minor amendments to a previous Will or related document(s) are needed.  

 

The following information explains the scope of our services and the basis on which they are offered. Please telephone us if you wish to discuss any of the points.

 

Our Service Includes:

 

1. The taking of your detailed instructions for the preparation of Wills.

 

2. The preparation of a Will or related document and to give you the opportunity to check that your instructions have been accurately interpreted.  (In the case of more complex instructions a draft will be sent to you prior to completion to give you the opportunity to make any changes or additions you may wish to make).  Your Will will be prepared in accordance with your instructions and English law at the time of taking your instructions. If you provide incorrect or incomplete information The Company cannot be responsible for any problems or delays this may cause.

 

3. To complete your final Will within a reasonable timeframe. Usually within 28 days from receipt of your complete instructions (or as otherwise agreed).  We reserve the right to decline an offer to transact business at any stage and will refund all fees in full under such circumstances.

 

4. To provide information on matters relating to the preparation of your Will. In some cases this may include advice to draw up other documents, or to take other action, which may incur further fees. In such cases details of such fees will be given to you in advance and you are under no obligation to proceed with any ancillary services offered. However in some circumstances you may be asked to sign a declaration stating that you are acting against the advice given.

 

6. If we have made a mistake this will be rectified by us before you sign your document(s).

 

7. The maintenance of strict confidentiality. We undertake not to pass your name to any other organisation without your express permission. The company are registered under the Data Protection Act 1984 and therefore all information disclosed to us will remain totally confidential and no details will be passed to any other parties without your prior written consent.

 

8.  You should note that we do not give tax, financial or legal advice.  We inform you of facts and can give information, but it is your decision as to what to include in your Will.   Should you require advice outside of our range then you should consult your Independent Financial Adviser, Accountant or Solicitor or other appropriate professional persons as appropriate.  e.g.  We can inform you about how a Will can be tax efficient with regard to inheritance tax, but in order to calculate your own inheritance tax liability you should seek advice from your accountant and/or financial adviser, especially if you have complex affairs.

 

Client Obligations

 

1. To disclose all relevant facts. In order us to provide accurate advice and produce an effective legal document you are required to disclose all relevant facts and answers to all questions asked.  The company shall not accept liability in respect of information which was not disclosed and therefore not documented by the person taking your instructions which comes to light at a later date as being of relevance and which may affect the validly or content of a Will or related document or advice given.

 

2.  To pay the Will Writing fees in full on the date of the first appointment unless otherwise agreed.

 

3. To read through your Will and confirm the contents correctly reflect your wishes as to the distribution of your estate and that the names and addresses of the persons mentioned in the Will are correct.

 

4. To advise us promptly that your Wills are satisfactory (or of any changes that are required). In the case of Wills that are dispatched by post, if we do not hear from you within fourteen days of despatching your final documents we will assume that you have received them and that they are an accurate interpretation of your wishes.

 

5. To ensure that your documents are properly executed. If you do not do so they may not be valid or beneficiaries may not be entitled to their inheritance.  (Full instructions are always dispatched with documents being posted).  The company shall not be responsible for any liability for unsigned or incorrectly signed Wills.  Note that your Will is not valid until it has been signed and witnessed (executed) correctly.  If you need assistance with this you should contact the company immediately. The Company offers a chargeable Attestation Service that supervises the signing and witnessing of your Will at your home. The Company will not take responsibility for ensuring the validity of your Will where the Attestation Service has not been taken up and the execution supervised by an agent of the Company. The signing of your Will (the Execution) must be carried out according to the law of England and Wales in order for your Will to be valid. 

 

6. Sometimes it is necessary to change the way in which you own property in order for the provisions of your Will to take effect (for example to create a tenancy in common). Unless we have agreed in writing to undertake this work on your behalf it is your responsibility to make any such changes and we accept no responsibility arising from the result of such a change being made.

 

7. You are advised to consider the following: If you do not make proper provision for dependents in your Will they may be able to make a claim against your estate. Gifts may fail if you do not own the gifted property at the time of your death, if someone else has a claim to it or if you do not describe it properly. Not all parents are entitled to appoint guardians and a child’s parent may take priority over any appointments you make. If you are unsure of any of these points please discuss them with us. We cannot be held responsible for the consequences arising from any of the matters raised above.

 

8. Where an attestation service is provided (the second meeting) you will be required to arrange for witnesses to be present. You will be given full information about the witnessing procedure at the first meeting.

 

Ongoing Responsibility

 

The company does not accept any liability or obligation to advise you of any future changes to legislation, taxation, Inland Revenue practice, or other, which may affect you either directly or indirectly and may necessitate a review of your Wills.  Any Will should be reviewed periodically (usually every 2-3 years and on the occasion of any material change in your circumstances such as divorce, marriage, birth of children or inheritance of a large sum of money etc).   However, we may write or contact you periodically to remind you that your Will may need amending, but if it does, and you would like us to deal with this for you, there will be a charge.

 

If You Have Cause For Complaint: 

 

We want all our clients to be completely satisfied with our work. If you are not satisfied in any way please contact us. In the first instance please telephone 01604 717194