Privacy Policy
1. Introduction
Peoples Planning (“we”, “us”, or “our”) is committed to protecting your personal information and respecting your privacy.
This Privacy Policy explains how we collect, use, and protect your personal data when you engage with our estate planning services, visit our website, or contact us.
We are registered and operate in the United Kingdom, in compliance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
By using our services or providing your information, you agree to the practices described in this policy.
2. Data We Collect
We may collect and process the following types of personal information:
a. Information You Provide Directly
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Name, address, date of birth, contact details (email, phone number)
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Financial information (only where relevant to your estate planning)
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Identification details (e.g., ID for verification)
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Family, next of kin, and beneficiaries’ details
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Any other information necessary for preparing your will, trust, or lasting power of attorney
b. Information Collected Automatically
When you visit our website, we may automatically collect:
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IP address and device information
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Browser type and version
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Pages visited and time spent on our site
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Cookies and analytics data
You can control or disable cookies through your browser settings.
3. How We Use Your Information
We use your data to:
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Provide estate planning services, including wills, LPAs, and trusts
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Communicate with you about your plan or related services
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Maintain internal records and comply with legal requirements
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Process payments securely
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Improve our services and customer experience
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Send service updates, reminders, or relevant offers (only with your consent)
We will never sell your data to third parties.
4. Legal Basis for Processing
We process your personal data on one or more of the following legal bases:
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Contractual necessity: to provide services you’ve requested
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Legal obligation: to comply with applicable laws
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Legitimate interests: to manage our business, improve services, and maintain relationships
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Consent: for marketing communications (you can withdraw at any time)
5. Data Sharing and Disclosure
We may share your data with:
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Professional will drafters, legal advisors, or consultants working on your case
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Trusted third-party service providers (e.g., payment processors, IT or document management systems)
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Regulatory bodies or law enforcement if required by law
All third parties are required to process your information securely and only for the purposes stated.
6. Data Retention
We retain your personal information for as long as necessary to:
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Fulfil the purpose for which it was collected
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Meet our legal or regulatory obligations
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Maintain your estate planning records for reference or updates
Once data is no longer needed, it is securely deleted or anonymised.
7. Security
We take data security seriously.
All information is stored securely using encryption, password protection, and restricted access.
We regularly review our systems to protect against unauthorised access, loss, or misuse.
8. Your Rights
Under UK GDPR, you have the right to:
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Access the personal data we hold about you
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Request correction of any inaccurate information
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Request deletion of your data (“right to be forgotten”)
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Object to processing or withdraw consent
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Request a copy of your data in a portable format
To exercise these rights, please contact us using the details below.
9. Marketing Communications
We may occasionally send you information about products or services similar to those you’ve already purchased or enquired about.
You can opt out at any time by clicking “unsubscribe” in any email or by contacting us directly.
10. Third-Party Links
Our website may contain links to other websites.
We are not responsible for the privacy practices or content of those sites. Please review their policies before providing personal information.
11. Changes to This Policy
We may update this Privacy Policy from time to time.
The latest version will always be available on our website and will apply from the date of publication.
12. Contact Us
If you have any questions or concerns about this Privacy Policy or your personal data, please contact us: