Privacy Policy

Last updated: 8th July 2025

Estate Planning Partners ("we", "us", or "our") is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, and protect your personal information when you use our website or work with us.

1. Who we are

Estate Planning Partners is a firm providing estate planning services, including wills, powers of attorney, and related advice. We work closely with accountants, financial advisors, and other professionals to help clients plan for the future.

If you have any questions about this policy, you can contact us:

Email: myles@estateplanningpartners.co.uk

Phone: +44 7379 823204

Address: Estate Planning Partners, 25 Bedford Square, London, WC1B 3HH

2. What information we collect

We may collect and process the following types of personal information:

Contact details: Name, address, email address, phone number

Identification information: Date of birth, national insurance number, or other identifiers

Financial information: Relevant financial and asset information needed for estate planning

Professional details: Information about your professional advisors (e.g., accountant or solicitor)

Website usage data: IP address, browser type, operating system, pages visited, and usage patterns

3. How we collect your information

We collect information in the following ways:

When you contact us via our website forms, email, or phone

When you engage our services directly

Through professional referrals from your advisors

From cookies and similar technologies when you use our website

4. How we use your information

We use your information to:

Provide our estate planning services to you

Communicate with you about your plans and our services

Comply with legal and regulatory obligations

Improve our website and services

Send you updates or information you have requested or that may be relevant to your interests (you can opt out at any time)

5. Who we share your information with

We may share your personal data with:

Professional advisors (such as your accountant or solicitor), but only with your consent

Service providers who assist us with IT, administration, and website services

Regulatory authorities, if required by law

We do not sell or rent your data to third parties.

6. How we protect your information

We take appropriate technical and organisational measures to protect your personal data, including:

Secure servers and systems

Restricted access to personal data

Staff training on data protection

7. How long we keep your information

We will only keep your personal data for as long as necessary to fulfill the purposes we collected it for, including for legal, accounting, or reporting requirements.

8. Your rights

Under data protection laws, you have rights including:

Access to your personal data

Correction of inaccurate data

Erasure of your data (“right to be forgotten”)

Restriction or objection to processing

Data portability (in certain circumstances)

To exercise these rights, please contact us using the details above.

9. Cookies

Our website uses cookies to improve your experience. For more details, please see our Cookie Policy (or include details here if you don’t have a separate policy).

10. Changes to this policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page, and where appropriate, we will notify you by email.

Thank you for trusting Estate Planning Partners with your personal information.