1. WHO WE ARE

This Privacy Policy applies to personal information collected by Rich Legacy Legal Services through the website richlegacylegal.co.uk and in the course of providing legal services throughout the UK. Our contact email is nick@richlegacylegal.co.uk and phone number 0345 2575767.

We are committed to protecting your privacy and complying with UK data protection law including the General Data Protection Regulation (GDPR) and the Data Protection Act 2018.

2. WHAT PERSONAL DATA WE COLLECT

We collect and process the following personal data:
• Contact details (name, email address, phone number)
• Address details where relevant for home visits or consultations
• Identification documents required for legal engagement
• Financial information necessary to provide services and process payments
• Information you provide in forms, emails or during consultations
• Website usage data via cookies and analytics tools.

We do not store or process credit or debit card numbers ourselves; payment information is processed via secure third-party payment services.

3. HOW WE USE YOUR DATA

We use your personal data to:
• Deliver legal services including wills, trusts, LPAs and probate support
• Communicate with you about appointments, services and updates
• Comply with legal and regulatory requirements
• Improve our services and service delivery
• Manage administrative tasks including billing and record keeping.

We will only use personal data for the purposes for which it was collected.

4. LEGAL BASIS FOR PROCESSING

We process your data on the following legal bases:
• Performance of a contract (to deliver agreed services)
• Compliance with legal obligations (anti-money-laundering, identification)
• Your consent where provided (e.g. newsletter sign-up)
• Legitimate interests such as improving service delivery.

5. SHARING YOUR INFORMATION

We may share personal data with:
• Regulators and law enforcement where required by law
• Third parties necessary to provide services (experts, court officials, storage facilities)
• Our professional advisors, auditors or insurers where appropriate.

We do not sell personal data to third parties.

6. DATA SECURITY & RETENTION

We take appropriate technical and organisational measures to protect your personal data against unauthorised access, loss, or damage. Personal information is retained only as long as necessary to provide services and comply with legal obligations, then securely destroyed or archived.

7. YOUR RIGHTS

Under UK law you have the right to:
• Access the personal information we hold about you
• Request correction of inaccurate data
• Request deletion or restriction of your data
• Object to processing in certain circumstances
• Withdraw consent where processing is based on consent
• Lodge a complaint with the Information Commissioner’s Office (ICO).

Requests should be sent to nick@richlegacylegal.co.uk.

8. COOKIES

Our website uses cookies to improve user experience and analyse traffic. You can disable cookies via your browser settings, but this may affect how the site functions.

9. CHANGES TO THIS POLICY

We may update this Privacy Policy from time to time. Any changes will be posted here with an updated revision date.