Ethical Statement

Legacy Matters Ltd

At Legacy Matters Ltd, we are committed to upholding the highest standards of ethics and professionalism in providing exceptional services in the wills, trusts, probate, and estate planning sector. Our dedication to ethical principles underpins every aspect of our business operations, ensuring trust, transparency, and respect for all our clients and stakeholders.

1. Client-Centric Approach:

We place our clients’ best interests at the heart of everything we do. Our team is dedicated to understanding each client’s unique needs, preferences, and goals, and tailoring our services to meet their specific requirements.

2. Integrity and Honesty:

Integrity is the cornerstone of our practise. We maintain the highest level of honesty and transparency in our communications, ensuring that clients are fully informed and empowered to make well-informed decisions.

3. Confidentiality and Privacy:

We recognise the sensitive nature of the information shared with us by our clients. Upholding strict confidentiality and data protection standards, we safeguard all client information with the utmost care and respect.

4. Professional Competence:

Our team of qualified professionals possess extensive knowledge and expertise in the field of wills, trusts, probate, and estate planning. We continually invest in professional development to ensure that we remain at the forefront of industry best practises.

5. Unbiased Advice:

Legacy Matters Ltd is committed to providing impartial and unbiased advice, free from any conflicts of interest. We prioritise our clients’ needs and offer solutions that are in their best interests.

6. Compliance with Laws and Regulations:

We strictly adhere to all applicable laws, regulations, and ethical guidelines relevant to our industry in the United Kingdom. Our commitment to legal compliance ensures that our clients receive services that meet the highest standards of professionalism and legality.

7. Responsible Marketing:

Our marketing practises are guided by responsibility and accuracy, ensuring that all communications are clear, honest, and do not misrepresent our services or capabilities.

8. Amendments:

We value diversity and inclusivity, treating all clients and team members with respect, fairness, and dignity, irrespective of their background, beliefs, or circumstances.

9. Transparent Fee Structure:

Our fee structure is transparent, and we provide our clients with a clear breakdown of costs associated with our services. We aim to avoid hidden fees and charges, fostering trust and transparency in our client relationships.

10. Continuous Improvement:

We are committed to continuous improvement, regularly reviewing our practises and processes to ensure that we meet and exceed our clients’ expectations while maintaining the highest ethical standards.

At Legacy Matters Ltd, we hold ourselves accountable to these ethical principles, and they guide us in our mission to assist our clients in securing their legacies for future generations responsibly and with the utmost care.

Mark Layzell

Managing Director, Legacy Matters Ltd

This ethical statement reflects Legacy Matters Ltd’s commitment to maintaining ethical business practises while serving its clients in the wills, trusts, probate, and estate planning sector.