Website information.

1. Operator and trading name.

This website is operated by Finanze Strategy Ltd, trading as Finanze Legacy. Finanze Strategy Ltd is registered in England and Wales under company number 14729259. Its registered office is 124 City Road, London, EC1V 2NX. It is a wholly owned subsidiary of Finanze Group Ltd. Contact: Email us.

Finanze Legacy is the name used here for the introduction service. It is not the current corporate identity of RC LegacyWise Ltd. The companies have separate responsibilities and engagement arrangements.

2. What the website does.

We provide general estate planning information and a route to request an introduction. Finanze Strategy first receives and records your enquiry. If you give the required permission, we may pass relevant details to our preferred estate planning partner, RC LegacyWise Ltd, for David Nicklin or his team to follow up. The partner provides its own services under its own terms and is responsible for explaining its status, scope and charges.

There is no charge from Finanze Strategy for the initial introduction. We may receive a fee from the provider if you engage it. Submitting the form does not oblige you to instruct the provider, create an advisory relationship or sign you up to marketing.

3. General information, not personal advice.

Articles, FAQs, illustrations and descriptions on this website are general information. They are not individual legal, tax, financial, pension or investment advice, a recommendation, a guaranteed result or an invitation to enter into an arrangement. The suitability and effect of a will, trust, lasting power of attorney, property restructuring or other step depend on your circumstances and the applicable law. Rules can differ across the UK and can change. Obtain advice from appropriately qualified professionals before acting.

Finanze Strategy Ltd does not prepare wills or provide individual legal or regulated financial advice through this website. Estate planning documents and specialist services, if agreed, are provided under the separate provider’s engagement documentation.

4. Accuracy and external links.

We try to keep information useful and current, but a page may be superseded by changes to law, tax practice, provider terms or personal circumstances. We may revise website content without notice. External links, including to the book website or public authorities, are provided for convenience; those organisations control their own content and privacy practices. Links are not a guarantee or endorsement of a particular result.

To the extent permitted by law, Finanze Strategy Ltd does not accept responsibility for loss caused solely by reliance on general website information or by independent services supplied by third parties. Nothing here excludes liability that cannot lawfully be excluded.

5. The Finanze Framework.

The Finanze Framework: Property Strategy & Finance Success is an educational book by Alastair Hoyne. Its sections on family continuity and estate planning help readers frame questions, but the book is not personalised advice. Publishing information and any ordering arrangements are set out on the author’s book page.

6. Intellectual property.

FINANZE®, FINANZE IT’S PERSONAL® and IT’S PERSONAL.® are trade marks of Finanze Group Ltd. THE FINANZE FRAMEWORK™ is used as a trade mark. Original writing, imagery, design and other protected materials belong to their respective owners or licensors. Do not reproduce or commercially reuse protected material without permission unless a legal exception applies. We claim no exclusive right over generic estate planning ideas or descriptions.

7. Accessibility, privacy and questions.

We aim for clear language, legible contrast and forms that work with keyboard navigation. If you cannot use a page or form, or need information in another practical format, use Email us and describe the barrier. We will consider a reasonable alternative contact route.

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