1. Introduction
Legacy Wills & Estate Planning Limited (“we”, “us”, “our”) is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal data in compliance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
We are registered in England & Wales under company number 08630878, with our registered address at 1st Floor, Provincial House, 37 New Walk, Leicester, LE1 6TE.
2. What Personal Data We Collect
We collect and process the following types of personal data:
- Identity Data: Name, date of birth, marital status.
- Contact Data: Address, telephone number, email address.
- Financial Data: Payment details when required.
- Estate Planning Information: Details of assets, beneficiaries, executors, and trustees.
- Special Category Data: In certain cases, we may process information about mental capacity or vulnerability (e.g., bereavement status) where necessary to provide appropriate services.
- Technical Data: Website usage information such as IP address, browser type, and referring websites (see our separate Cookie Policy for more details).
3. How We Use Your Data (Legal Basis for Processing)
We process your personal data under the following lawful bases:
- Contractual Necessity: To provide estate planning services, including wills and trusts.
- Legal Obligation: To comply with regulatory requirements such as financial reporting (FCA compliance) and anti-money laundering checks.
- Legitimate Interests: To ensure client welfare, such as assisting vulnerable clients and preventing fraud.
- Consent: Only used where legally required, such as for marketing purposes
4. How We Share Your Data
We do not sell or rent your data. However, we may share your information with:
- Countrywide Trust & Tax Corporation Ltd: For the production of wills.
- Our Partner Software Provider: For case management and will drafting services.
- Regulatory Authorities: Where required by law (e.g., HMRC, fraud prevention agencies).
- Third-Party Service Providers: Where necessary to fulfil our contractual obligations (e.g., payment processors).
All data processing remains within the United Kingdom.
5. How Long We Retain Your Data
We retain personal data for the following periods:
- Financial Records: Retained for 7-10 years from the end of the last financial year, in compliance with regulatory requirements.
- Product-Related Data: Retained indefinitely, as it may be required for legal or contractual purposes, including the fulfilment of long-term obligations.
- Marketing Data: Retained until you withdraw consent or until it is no longer relevant for business purposes.
6. How We Protect Your Data
We implement industry-standard security measures, including:
- Encryption: Data is encrypted at rest and in transit.
- Access Controls: Restricted access based on user roles.
- Regular Security Audits: To ensure data protection standards are met.
7. Your Rights
Under the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018, you have the right to:
- Access your personal data.
- Rectify inaccurate or incomplete data.
- Erase data where no lawful basis exists for retention.
- Restrict Processing under certain conditions.
- Object to Processing where we rely on legitimate interests.
- Data Portability: Receive your data in a commonly used electronic format, such as PDF or image files
- Withdraw Consent for marketing at any time.
Requests to exercise your rights can be made via dataprotection@legacywills.co.uk or by post at the address listed above.
8. Cookies & Website Tracking
Our website uses cookies to enhance user experience. Details on the cookies we use and how to manage them are available in our Cookie Policy.
9. Complaints & Contact Information
If you have concerns about how we process your data, you can contact our Data Protection Officer at dataprotection@legacywills.co.uk or call 0345 260 0600. You also have the right to complain to the Information Commissioner’s Office (ICO) at https://ico.org.uk/make-a-complaint or by calling 0303 123 1113.
10. Policy Updates
We may update this Privacy Policy periodically. Any changes will be posted on this page, and where appropriate, notified to you by email.
Last updated: March 2025