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The latest paragraphs for you to consider including in your Terms & Conditions.

Text for Terms & Conditions

T's & C's: Initial Consultations and Preliminary Advice

Change date
18/09/2026
Word count
128
Deployment measure
9/10
Rationale

Draws a distinction between initial discussion or provisional document from final advice given under an agreed retainer. It explains that preliminary material may be based on incomplete information and should not be relied upon unless the firm confirms in writing that it is final advice intended for that purpose.

Unless we expressly confirm otherwise in writing, any guidance, information or view provided during an initial consultation before we have agreed to act for you is preliminary only and must …

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