Privacy Policy – Legatum Planning Ltd

Registered Office: Appleton House, 25 Rectory Road, West Bridgford, Nottingham, NG2 6BE
Business Activity: Legal and estate planning services

At Legatum Planning Ltd, your privacy is important. This notice explains how we collect, use, and protect your personal data when you use our services or website.

1. Information We Collect

We collect personal information necessary to provide estate planning and legal services, including:

  • Name, address, email address, and telephone number
  • Date of birth
  • Information submitted via our Contact Us form
  • Information provided by email, telephone, or other correspondence
  • Payment and transaction information
  • Marketing preferences
  • Any additional information you voluntarily provide (e.g., survey responses, documents)

Information about others:

  • To provide our services, we may need data about your family members or dependents.
  • You are responsible for ensuring these individuals consent to sharing their data with us.

2. How We Use Your Data

We use your personal data to:

  • Deliver the services you request
  • Fulfil contractual and legal obligations, including anti-money laundering checks
  • Communicate important updates regarding legislation affecting your estate planning
  • Send marketing communications only if you have opted in

Legal basis for processing:

  • Contractual necessity: To perform our services
  • Consent: For special category data or marketing communications
  • Legal obligation: To comply with regulatory requirements
  • Legitimate interest: For operational needs and service improvements

3. Sharing Your Information

We may share your data with:

  • Professional service providers (accountants, lawyers, compliance advisors)
  • Identity verification or anti-money laundering agencies
  • Other third parties as necessary to deliver services

We ensure all third parties comply with GDPR and use secure methods to protect your data.

4. Data Retention

  • Personal data is retained while we provide services to you.
  • After our relationship ends, we may retain data as required by law or our legitimate interests.
  • You may request deletion of your data, subject to legal or regulatory obligations.

5. Your Rights

Under UK data protection law, you have the right to:

  1. Access the data we hold about you
  2. Correct any inaccuracies
  3. Request erasure (subject to legal obligations)
  4. Restrict processing
  5. Data portability
  6. Object to processing
  7. Rights relating to automated decision-making and profiling
  8. Be informed about how we use your data

To exercise your rights:

  • Email: hello@legatumplanning.co.uk
  • Post: Legatum Planning Ltd, Hamilton Business Centre, 194 Quarry Street, Hamilton, ML36QR
  • Proof of identity is required; a small administrative fee may apply in some cases.

6. Marketing Communications

  • We may contact you about legislative changes or our services.
  • Marketing emails will only be sent with your consent.
  • You can unsubscribe at any time via email or post.
  • Your information is never shared with third parties for marketing purposes.

7. Cookies & Website Use

Cookies:

  • Our website uses cookies to improve user experience, analyse traffic, and for marketing purposes.
  • Cookies may include: session cookies, analytics cookies, and third-party tracking cookies.

Managing Cookies:

  • You can accept or reject cookies when visiting our website.
  • You can also disable cookies in your browser settings, though some features may not work.

Third-party links:

  • Our website may contain links to other websites. This privacy notice does not apply to external sites. Check their policies separately.

More information about cookies: All About Cookies

8. Complaints

  • If you are unhappy with how we process your data, you can complain to the Information Commissioner’s Office (ICO):
    Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF

9. Changes to This Policy

  • We review this privacy policy regularly.
  • Last updated: 16 December 2025

10. Contact Us

For questions about this privacy notice or your data:

  • Email: hello@legatumplanning.co.uk
  • Postal Address: Legatum Planning Ltd, Hamilton Business Centre, 194 Quarry Street, Hamilton, ML36QRTop of Form