Cookie Policy
Last Updated: May 2026
1. Introduction
Heritance Planning ("we", "us", "our") uses cookies on our website at heritanceplanning.com. This Cookie Policy explains what cookies are, how we use them, and how you can manage your cookie preferences.
2. What Are Cookies
Cookies are small text files that are placed on your device when you visit a website. They are widely used to make websites work more efficiently, improve user experience and provide information to website owners.
Cookies cannot access any other information on your device and do not contain any personally identifiable information unless you have provided that information to us directly.
3. Types Of Cookies We Use
3.1 Essential Cookies
These cookies are necessary for our website to function properly. They enable core functionality such as security, network management and accessibility. You cannot opt out of essential cookies as the website cannot function without them.
Examples include:
- Session cookies that keep you logged into our client portal
- Security cookies that protect against fraudulent activity
- Load balancing cookies that ensure the website runs smoothly
3.2 Analytics Cookies
These cookies help us understand how visitors interact with our website — including which pages are visited most frequently and how visitors navigate through the site. This information helps us improve our website and services.
Examples include:
- Google Analytics cookies that track page views and user behaviour
- Performance cookies that measure website loading times
- Traffic source cookies that show us how visitors found our website
3.3 Functional Cookies
These cookies allow our website to remember choices you make and provide enhanced and personalised features. They may be set by us or by third party providers whose services we have added to our website.
Examples include:
- Language preference cookies
- Location preference cookies
- Form completion cookies that remember your details
3.4 Marketing Cookies
These cookies track your browsing activity to help us deliver relevant advertising and marketing content. They may be set by us or by third party advertising partners.
Examples include:
- Social media cookies from platforms such as Facebook and LinkedIn
- Retargeting cookies that allow us to show relevant adverts
- Conversion tracking cookies that measure the effectiveness of our marketing
4. Third Party Cookies
Some cookies on our website are set by third party services that appear on our pages. We do not control these cookies and they are subject to the privacy policies of the relevant third parties. Third party services we use may include:
- Google Analytics — website analytics and performance tracking
- Google Fonts — font rendering and display
- Wix — website platform and hosting
- Social media platforms — Facebook, LinkedIn and WhatsApp sharing buttons
We encourage you to review the privacy and cookie policies of these third parties for full details of how they use cookies.
5. How Long Do Cookies Last
Cookies can be either session cookies or persistent cookies:
- Session cookies — these are temporary cookies that are deleted when you close your browser. They are used to maintain your session while you navigate our website.
- Persistent cookies — these remain on your device for a set period of time or until you delete them manually. They are used to remember your preferences and improve your experience on future visits.
Most cookies we use are session cookies or short term persistent cookies lasting no longer than 12 months.
6. Managing Your Cookie Preferences
6.1 Our Cookie Consent Banner
When you first visit our website you will be presented with a cookie consent banner. You can choose to accept all cookies, reject non essential cookies or manage your preferences individually.
6.2 Browser Settings
Most web browsers allow you to control cookies through their settings. You can set your browser to refuse cookies, delete existing cookies or notify you when a cookie is being set. Please note that disabling cookies may affect the functionality of our website.
Common browser cookie settings:
- Google Chrome — Settings → Privacy and Security → Cookies
- Mozilla Firefox — Settings → Privacy & Security → Cookies
- Safari — Preferences → Privacy → Cookies
- Microsoft Edge — Settings → Privacy → Cookies
6.3 Opt Out Tools
You can opt out of Google Analytics tracking at any time using the Google Analytics Opt Out Browser Add On available at tools.google.com/dlpage/gaoptout
7. Changes To This Cookie Policy
We may update this Cookie Policy from time to time to reflect changes in technology, legislation or our business practices. Any changes will be posted on this page with an updated date. We encourage you to review this policy periodically.
8. Contact Us
If you have any questions about our use of cookies or this Cookie Policy please contact us at:
Heritance Planning
Email: hello@heritanceplanning.com
Website: heritanceplanning.com