2. Privacy Policy

This Privacy Policy explains how Estateplanningadvice.uk ("we", "us", "our") collects, uses, and protects your personal information when you visit or use estateplanningadvice.uk. Please read this policy carefully.

We will never sell your personal data. We only share your information with third parties as described in this policy.

2.1 Who We Are

We are Estateplanningadvice.uk, the operator of estateplanningadvice.uk, a website providing estate planning information and connecting individuals with estate planning professionals.

2.2 What Information We Collect

Information you provide to us

•       Your name, email address, and telephone number when you complete an enquiry or contact form.

•       Your estate planning query or requirements.

•       Your consent to receive our newsletter or marketing emails.

Information collected automatically

•       Your IP address, browser type, and device information.

•       Pages you visit on our website and how long you spend on them.

•       How you arrived at our website (e.g. via a search engine or advertisement).

This automatic information is collected using cookies and Google Analytics. Please see our cookie information in Section 2.7 below.

2.3 How We Use Your Information

We use your personal information to:

•       Respond to your enquiry and connect you with appropriate estate planning professionals.

•       Send you information about our services and updates where you have opted in.

•       Improve our website and understand how it is used.

•       Run advertising campaigns and measure their effectiveness.

•       Comply with our legal obligations.

2.4 Who We Share Your Information With

Estate planning referral partners

When you submit an enquiry, your contact details and query will be shared with one or more estate planning professionals or firms. These may include solicitors, independent financial advisers (IFAs), will writers, and other estate planning practitioners. Some partners are regulated by the FCA or SRA; others may not be regulated. We recommend you check the regulatory status of any firm before engaging them. Regulated firms can be verified at the FCA Register (register.fca.org.uk) or the SRA Regulated Professionals list.

Technology service providers

•       Zoho CRM— manages our contact database and sends email communications on our behalf.

•       Google LLC — provides analytics (Google Analytics) and advertising services (Google Ads). Google may process data in the United States. See Google's privacy policy at policies.google.com.

•       Meta Platforms Ireland Ltd — provides advertising services (Meta Ads / Facebook Pixel). See Meta's privacy policy at meta.com/privacy.

2.5 Legal Basis for Processing

We process your personal data under the following legal bases:

•       Consent — for newsletter sign-up, marketing emails, and non-essential cookies.

•       Legitimate interests — for operating our referral service, improving the website, and fraud prevention.

•       Legal obligation — where required to comply with applicable law.

2.6 How Long We Keep Your Information

•       Enquiry and referral data: up to 3 years from last contact.

•       Email marketing data: until you unsubscribe or withdraw consent.

•       Analytics data: up to 14 months (Google Analytics default setting).

•       Legal and financial records: up to 6 years.

2.7 Cookies

Our website uses the following types of cookies:

You can manage cookie preferences via the cookie banner shown on your first visit, or via your browser settings. Note that disabling essential cookies may affect website functionality.

2.8 Your Rights

Under UK GDPR, you have the right to access, correct, delete, restrict, or object to our use of your personal data, and the right to data portability. To exercise these rights, or to withdraw consent at any time, contact us at compliance@estateplanningadvice.uk. You also have the right to complain to the ICO at ico.org.uk.

2.9 Changes to This Policy

We may update this Privacy Policy from time to time. The current version will always be available at estateplanningadvice.uk/privacy-policy. This policy was last updated in April 2026.