Short answer. Clients selling subscriptions to UK consumers need set notices and a dated record. An adviser can run the scope check and the date calculator with them, then have the notices set up so the client is not relying on memory.
Clients ask their accountant first. The free tools give you something concrete to share: whether the rules are likely to apply, and every notice date for a given plan.
- The scope check covers the excluded sectors.
- The calculator exports a shareable link with the plan details in it.
- Setting it up for a client is quick, and several clients in one place is planned for later.
Worked example: Client annual plan
A first year at an introductory rate, then £99 a year from 3 May 2028.
| Date | Notice | What it covers |
|---|---|---|
| 3 May 2027 | Full contract information | At sign-up |
| 3 May 2027 | Cooling-off notice | Cooling-off ends 17 May 2027 |
| 26 April 2028 | Discount ending reminder | Payment of £99.00 on 3 May 2028 |
| 3 May 2028 | Renewal cooling-off notice | Payment of £99.00 on 3 May 2028. Cooling-off ends 17 May 2028 |
| 3 April 2029 | Early renewal reminder | Payment of £99.00 on 3 May 2029 |
| 26 April 2029 | Final renewal reminder | Payment of £99.00 on 3 May 2029 |
| 3 May 2029 | Renewal cooling-off notice | Payment of £99.00 on 3 May 2029. Cooling-off ends 17 May 2029 |
End-of-contract confirmation: Within 24 hours of an online cancellation.
Suggested checkout wording: We'll email you 3 to 7 days before your discounted period ends, and 30 days and again 7 days before each renewal. You can cancel online at any time.
Timings use our suggested defaults. The law doesn't fix the number of days; you choose a window and state it at checkout.
Questions
Is there a referral arrangement?
Partner terms are being worked out. Sign up for early access and tell us you are an adviser.
Not legal advice. If unsure, check with an adviser.