Refund Policy

Keep Trust Planning operate under the STEP Code of Conduct. As part of our obligation under those terms we offer a ‘cooling-off period’ of 14 days.

If you want to cancel the service within 14 days of payment you will receive a full refund, no questions asked. However, you will not receive the completed documents until after the 14 days period has expired. You may be asked if you wish to waive the 14 days ‘cooling-off period’.

If you choose to waive the 14 days cancellation period and within the 14 day period you do require us to cancel you will be entitled to a partial refund only on the aspects of the work that has not been completed.

By waiving the 14 days you may receive the legal documents before the expiry of the 14 days period.

This does not in any way affect your statutory rights.