Privacy Policy

Last Updated: January 2025

At Family Wealth Legacies, we are committed to protecting your personal data and respecting your privacy. This Privacy Policy outlines how we collect, use, and protect your personal information when you interact with us, whether online or offline. By engaging with our services, you agree to the terms outlined in this policy.

1. Who We Are

Family Wealth Legacies is a provider of comprehensive estate planning and wealth management services, including but not limited to wills, trusts, tax planning, and multi-family office services. Our website address is https://family-wealth.co.uk.

2. What Data We Collect

To provide our services effectively, we may collect the following types of personal data:

• Identity Data: Name, title, and date of birth.

• Contact Data: Email address, phone number, and home or business address.

• Financial Data: Income, assets, liabilities, and other financial details necessary for our planning services.

• Service Preferences: Information about your needs and interests in our services (e.g., wills, tax planning, etc.).

• Personal Circumstances: Family details, health conditions (if applicable to our services), and other personal circumstances relevant to our advice.

• Cookies and Online Data: Data on your website usage, including IP address, browser type, and preferences.

We also collect offline data, such as information shared during meetings, phone calls, or signed physical documents.

3. How We Collect Your Data

We collect your data through:

• Online forms on our website.

• In-person consultations and meetings.

• Emails, phone calls, and other communication channels.

• Contracts and agreements signed offline.

• Third-party analytics tools (e.g., Google Analytics).

4. How We Use Your Data

We use your personal data for the following purposes:

• To provide and manage our services (e.g., wills, trusts, tax planning, and more).

• To communicate with you regarding your inquiries and service updates.

• To meet legal and regulatory obligations.

• To personalize your experience and improve our services.

• To analyze our website performance and ensure a seamless user experience.

5. Sharing Your Data

We may share your data with:

• Professional advisors (e.g., legal, financial, or tax specialists) involved in your services.

• Service providers and partners who help us deliver our services (e.g., CRM systems, analytics tools).

• Regulatory bodies if required by law.

Note: We do not sell your personal data to any third parties.

6. Cookies and Tracking Technologies

We may use cookies and similar tracking technologies on our website to enhance your browsing experience, improve site performance, and better understand how visitors interact with our content. Cookies allow us to tailor our services and provide you with a more personalized experience.

Types of Cookies We Use:

• Essential Cookies: Necessary for the website to function properly (e.g., enabling secure logins).
• Performance Cookies: Help us analyze site traffic and improve website usability.
• Functional Cookies: Remember your preferences to enhance your user experience.

You can control or disable cookies at any time through your browser settings. Please note that disabling cookies may affect the functionality of our website. For more detailed information, feel free to contact us or refer to our full Cookie Policy (if applicable).

7. Data Retention

We retain your data for as long as necessary to:

• Fulfill the purposes outlined in this policy.

• Comply with legal, regulatory, or reporting obligations.

When your data is no longer needed, we securely delete or anonymize it in accordance with UK data protection laws.

8. Your Rights

Under UK GDPR, you have the right to:

• Request access to your data.

• Request correction of your data.

• Request deletion of your data.

• Object to processing of your data.

• Request data portability.

To exercise these rights, please contact us at plan@family-wealth.co.uk.

9. Protecting Children’s Data

We do not knowingly collect data from individuals under the age of 18 without parental consent. As our services are family-focused, we ensure all data involving children is handled with the highest level of care and in compliance with applicable laws.

10. How We Protect Your Data

We implement industry-standard security measures to protect your data, including:

• Encryption of sensitive information.

• Secure storage and access controls.

• Regular audits and updates to our systems.

11. Communication Channels

We may contact you through:

• Email, phone, and text messages.

• Newsletters and service updates (you may opt out at any time).

• Social media and other online platforms.

12. Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page, and significant updates will be communicated directly to you.

13. Contact Us

If you have any questions or concerns about this Privacy Policy or how we handle your data, please contact us at:

Email: plan@family-wealth.co.uk
Address: 71-75 Shelton Street, Covent Garden, London, United Kingdom, WC2H 9JQ
Phone: +44 (0) 330 1333 177

By using our services, you agree to the terms outlined in this Privacy Policy. Thank you for trusting Family Wealth Legacies with your personal information.