Privacy Policy

1. Who we are

Evans Legacy Planning Ltd is responsible for the personal information described in this policy. Company number: 17008004.

For privacy enquiries or requests, email info@evanslegacyplanning.co.uk or telephone 0800 112 5513. We may ask for information to confirm your identity before responding to a request about your data.

2. Information we collect

Identity and contact details

Name, address, email address, phone number and, where relevant to your instructions, date of birth.

Estate planning information

Details you choose to share about your family, beneficiaries, executors, attorneys and trustees; property, savings, pensions, business interests, liabilities; and your wishes and instructions.

Sensitive information

You may provide health or other sensitive information if relevant to your circumstances. We handle special category data with additional care and only where an appropriate legal condition applies.

Website and marketing information

Device and browser details, IP address, pages visited, interactions and permitted cookie or analytics information; and your marketing preferences and communication history.

3. How we collect information

• From forms you submit on our website.
• When you contact us by telephone, email, social media or messaging.
• When you arrange an appointment or provide instructions.
• From website technologies and analytics, where permitted and in line with your choices.

4. Why we use information

Enquiries and services

To respond, arrange a call or visit, take instructions, provide services and follow up. The applicable lawful basis is usually steps before entering a contract, performance of a contract or our legitimate interest in responding to enquiries.

Running our business

To manage records, administration, service quality, internal reporting, complaints and security. We may rely on legitimate interests or a legal obligation, depending on the activity.

Legal and regulatory purposes

To keep records where required, deal with disputes and prevent fraud. The basis may be a legal obligation or legitimate interests.

Special category information

If relevant sensitive information is necessary, we identify both an Article 6 lawful basis and an Article 9 condition under UK GDPR, such as explicit consent where appropriate.

Marketing

Where permitted, to send information about our services. We rely on consent or, where the requirements are met, the existing-customer soft opt-in for similar services. You can opt out at any time.

5. Who we share information with

Where necessary, we may share information with providers that support our website, hosting, forms, email, customer and case management, communications, security and analytics; relevant professional advisers; and public authorities or courts where required. We share only what is needed for the purpose and use appropriate safeguards and agreements.

The specific providers used can change. Contact us if you need further information about the recipients relevant to your data.

6. International transfers

Some service providers may process information outside the UK. Where a transfer requires safeguards under UK GDPR, we use an appropriate mechanism, such as a UK adequacy regulation or relevant contractual safeguards.

7. How long we keep information

We keep information only for as long as needed for its purpose, taking account of our services, legal and accounting duties, potential claims and record-keeping requirements. Enquiry information, client files and marketing preferences may have different retention periods. When information is no longer needed, we delete or anonymise it securely. You can contact us for further details about a record relevant to you.

8. Your rights

Depending on the circumstances, you may have rights to access your data, correct it, ask for deletion or restriction, object to its use, receive a portable copy, and withdraw consent where consent is the basis. The right to object to direct marketing can be exercised at any time.

To make a request, email info@evanslegacyplanning.co.uk. Some rights have exceptions under law.

9. Marketing choices

You can opt out through an unsubscribe link in a marketing message, where provided, or by emailing info@evanslegacyplanning.co.uk with “Unsubscribe” in the subject line. We do not sell your personal information for marketing.

10. Cookies and analytics

Our website may use cookies and similar technologies for essential functions, security, preferences and measurement. Where consent is required for a non-essential technology, we ask for it before using that technology. You can manage available choices through the website’s cookie controls and your browser settings.

Analytics tools, where enabled, help us understand how the website is used. A privacy notice does not itself enable or disable cookies: the website’s actual cookie settings must reflect your choices.

11. Security

We use organisational and technical measures to protect personal information, including access controls and appropriate systems. No online system is entirely risk-free, but we work to reduce risk and respond to incidents.

12. Complaints

If you have a concern, contact us first so we can investigate. You also have the right to complain to the UK Information Commissioner’s Office (ICO). See ico.org.uk/make-a-complaint/.

13. Changes to this policy

We may update this policy from time to time. The version published here shows its latest update date.