Privacy Policy 

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1. Introduction
   
   Heritance Planning ("we", "us", "our") is committed to protecting your personal data and respecting your privacy. This Privacy Policy explains how we collect, use, store and protect your personal information when you use our website at heritanceplanning.com or engage our services.
   
    

Please read this policy carefully. By using our website or engaging our services you confirm that you have read and understood this policy.

1. Who We Are
   
   Heritance Planning is an estate planning and tax advisory business based in Bedford, United Kingdom. Our contact email is hello@heritanceplanning.com
    

2. What Data We Collect
   
   We may collect the following personal data:
   Full name
   Email address
   Phone number
   Location and country of residence
   Information about your estate planning and tax advisory needs
   Financial and asset information provided during consultations
   Any other information you voluntarily provide to us
    

3. How We Collect Your Data
   
   We collect your data through:
   Our website contact and booking forms
   Email correspondence
   Video consultations
   Our secure client portal
   Referrals from third parties with your consent
    

4. How We Use Your Data
   
   We use your personal data to:
   Respond to your enquiries and booking requests
   Provide estate planning and tax advisory services
   Draft and deliver legal documents
   Communicate with you about your estate plan
   Send relevant updates and information with your consent
   Comply with our legal and regulatory obligations
   Improve our website and services
    

5. Legal Basis For Processing
   We process your personal data on the following legal bases:
   Contract — to provide the services you have engaged us for
   Legitimate interests — to respond to enquiries and improve our services
   Legal obligation — to comply with applicable laws and regulations
   Consent — where you have explicitly provided consent for specific processing
    

6. Data Sharing
   We do not sell your personal data to third parties. We may share your data with:
   Trusted service providers who assist in delivering our services — such as our secure client portal provider and document management systems
   Professional advisers where necessary and with your consent
   Regulatory authorities where required by law
    

All third parties are required to handle your data securely and in accordance with UK GDPR.
 

1. Data Retention
   
   We retain your personal data for as long as necessary to provide our services and comply with our legal obligations. Estate planning documents are retained for a minimum of seven years following completion of your matter. You may request deletion of your data at any time subject to our legal retention obligations.
    

2. Data Security
   We take the security of your personal data seriously. We implement appropriate technical and organisational measures to protect your data against unauthorised access, loss or disclosure. All data is stored securely and transmitted via encrypted connections.
    

3. Your Rights
   
   Under UK GDPR you have the following rights regarding your personal data:
   Right of access — to request a copy of the data we hold about you
   Right to rectification — to request correction of inaccurate data
   Right to erasure — to request deletion of your data subject to legal obligations
   Right to restriction — to request restriction of processing in certain circumstances
   Right to portability — to request transfer of your data in a structured format
   Right to object — to object to processing based on legitimate interests
   Right to withdraw consent — where processing is based on consent
    

To exercise any of these rights please contact us at hello@heritanceplanning.com
 

1. Cookies
   Our website uses cookies to improve your browsing experience and analyse website traffic. Please see our Cookie Policy for full details. You can manage your cookie preferences at any time through our cookie consent banner.
    

2. Third Party Links
   Our website may contain links to third party websites. We are not responsible for the privacy practices of those websites and encourage you to read their privacy policies.
    

3. Changes To This Policy
   We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated date. We encourage you to review this policy periodically.
    

4. Contact Us
   If you have any questions about this Privacy Policy or how we handle your personal data please contact us at:
    

Heritance Planning
Email: hello@heritanceplanning.com
Website: heritanceplanning.com
 

If you are not satisfied with our response you have the right to lodge a complaint with the Information Commissioner's Office (ICO) at ico.org.uk