Refund and cancellation policy

Last updated: 1 November 2026

Draft for review. This text is a starting point written for Wealth Plus. Have it reviewed by your legal adviser before the site goes live, then remove this note.

What you pay for

The family plan is a one-time payment for 12 months of the service for one family. There is no monthly plan, and the plan does not renew automatically: we remind you before it ends and you decide whether to pay for another year.

The free plan costs nothing, so there is nothing to refund.

Refunds

• Within 7 days of paying: a full refund, for any reason.
• After 7 days: no refund for the rest of the year. Your account stays active until the year ends.
• Charged twice or in error: refunded in full.
• Firm (advisor and CA) plans: as set out in your quote or order form.

Cancelling

As the plan doesn't renew, there is nothing to cancel. If you want your account and data removed before the year ends, email us and we'll do it; this does not by itself give a refund after the first 7 days.

How refunds are paid

To the original payment method, through Razorpay, within 7 working days of approval. Your bank may take a few more days to show it.

Ask for a refund

Email [email protected] from the email you paid with, giving the payment reference from your confirmation email.