Terms Of Business – Harrisons Companies
TERMS OF BUSINESS
Harrisons Private Client Solutions Ltd
(Probate & Estate Administration Services)
1. Introduction
These Terms of Business ("Terms") govern the provision of services by Harrisons Private Client Solutions Ltd ("we", "us", "our"). By instructing us, you agree to these Terms.
We are a professional probate and estate administration service provider. We are not a firm of solicitors and do not provide reserved legal activities unless expressly stated.
2. Our Services
We provide non-contentious probate and estate administration services, including:
- Probate application support
- Estate administration and coordination
- Asset identification and collection
- Liaison with financial institutions and third parties
- Genealogy and beneficiary tracing services (directly or via third-party providers)
- Financial asset searches and will searches conducted by specialist third-party providers
Where genealogy, asset searches, or will searches are required, we may:
- Undertake these directly, or
- Instruct specialist third-party providers on your behalf
By instructing us, you authorise us to engage such third parties where reasonably necessary to progress the estate.
Our services are administrative and advisory in nature and do not constitute legal advice unless explicitly confirmed.
3. Client Responsibilities
You agree to:
- Provide complete, accurate and timely information
- Confirm you have authority to instruct us
- Respond promptly to requests
- Inform us of any changes affecting the estate
We rely on the accuracy of the information you provide and accept no liability for errors arising from incorrect or incomplete information.
4. Fees and Payment
- Fees will be outlined in your engagement letter
- Fee structures may include fixed fees, hourly rates, or percentage-based fees
- Disbursements (including court fees and third-party costs) are payable in addition
- Payment terms are 14 days unless otherwise agreed
We reserve the right to:
- Suspend work for non-payment
- Charge interest on overdue invoices
5. Client Money
Where we handle estate funds:
- Funds will be held in a designated client or estate account
- We may deduct agreed fees from estate funds where authorised
- Full records will be maintained and available upon request
6. Scope of Work
Our services are limited to those agreed in writing. Any additional work will incur additional fees.
7. Communication
We will communicate via email, telephone or other agreed methods. You consent to electronic communication.
8. Confidentiality
We will keep your information confidential except where:
- Required by law
- Necessary to provide services
- You have given consent
9. Data Protection
We process personal data in accordance with UK GDPR and applicable laws. Please refer to our Privacy Policy for full details.
10. Limitation of Liability
To the fullest extent permitted by law:
- Our liability is limited to the total fees paid
- We are not liable for indirect or consequential losses
- We are not responsible for delays caused by third parties
Nothing excludes liability for fraud, or death or personal injury caused by negligence.
11. Third Parties
We may engage third parties on your behalf, including but not limited to genealogy firms, asset search providers, will search companies, financial institutions, and other specialists.
While we take reasonable care in selecting third parties, we are not responsible for their actions, omissions, accuracy of results, or any delays caused by them.
12. Complaints
If you are dissatisfied, please contact us in writing.
We will:
- Acknowledge complaints within 5 working days
- Aim to resolve within 28 days
If unresolved, you may have the right to escalate to relevant ombudsman services where applicable.
13. Termination
Either party may terminate at any time in writing.
On termination:
- Fees for work completed remain payable
- We may retain documents until payment is received
14. Governing Law
These Terms are governed by the laws of England and Wales.
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TERMS OF BUSINESS
Harrisons Property Solutions Ltd
(Harrisons Estate Agent Solutions – Property Services & Estate Support)
1. Introduction
These Terms of Business govern services provided by Harrisons Property Solutions Ltd ("we", "us", "our"). By instructing us, you agree to these Terms.
2. Our Services
We provide property-related services, including:
- Property clearance and disposal
- Property preparation for sale
- Coordination with estate agents and contractors
- General property support services
We may also provide estate agency services, including marketing and sale of property, where agreed. Where acting in this capacity, additional terms, fees, and regulatory requirements may apply and will be confirmed in writing.
3. Client Responsibilities
You agree to:
- Provide access to property where required
- Ensure all items are lawfully owned and can be disposed of
- Provide accurate instructions
4. Fees and Payment
- Fees will be confirmed in writing prior to work commencing
- Payment may be required upfront or upon completion depending on service
- Additional costs (e.g. disposal fees, contractor costs) are payable separately
We reserve the right to suspend services for non-payment.
5. Liability and Risk
- We will take reasonable care in providing services
- We are not liable for pre-existing damage or defects
- We are not responsible for items left on site unless specifically agreed
Liability is limited to the value of the service provided.
6. Third Parties
We may instruct contractors or third parties. We are not responsible for their performance.
7. Health & Safety
Clients must ensure properties are safe and accessible. We reserve the right to refuse work in unsafe conditions.
8. Cancellation and Termination
You may cancel services with reasonable notice. Cancellation charges may apply where costs have been incurred.
9. Complaints
Complaints should be made in writing. We will aim to resolve promptly.
10. Governing Law
These Terms are governed by the laws of England and Wales.
Contact Details
Harrisons Private Client Solutions Ltd & Harrisons Property Solutions Ltd
CP House, Otterspool Way, Watford, WD25 8HU
01923 943499 info@harrisons-pcs.com
End of Terms of Business
