1. Introduction

Regent Legacy Limited (“we”, “our”, or “us”) is committed to protecting and respecting your privacy. This Privacy Policy outlines how we collect, use, and protect your personal information in compliance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

2. Information We Collect

We may collect and process the following data about you:

• Personal Information: This includes your name, address, email address, telephone number, date of birth, and other information necessary for providing our services.
• Sensitive Personal Data: In the context of Wills and Estate Planning, we may collect data related to your health, financial situation, and other sensitive information required to fulfil our services.
• Technical Data: When you visit our website, we may collect technical data such as your IP address, browser type, and information about your visit.

3. How We Use Your Information

We use your personal information to:

• Provide our services, including Wills, Trusts, and Estate Planning.
• Communicate with you regarding our services, including updates, reminders, and customer support.
• Comply with legal obligations, such as those under the Society of Will Writers’ Code of Practice and other applicable laws.

4. Legal Basis for Processing

We process your personal data based on the following legal grounds:

• Contractual Necessity: Processing is necessary for the performance of the contract for our services.
• Legal Obligation: Compliance with legal requirements, such as anti-money laundering regulations.
• Legitimate Interests: To improve our services and manage our relationship with you.

5. Data Sharing

We may share your personal information with:

• Professional advisers, such as solicitors or accountants, to assist in providing our services.
• Regulatory authorities, including the Society of Will Writers, if required for compliance.
• Third-party service providers who assist in the operation of our business, under strict confidentiality agreements.

6. Data Security

We have implemented appropriate technical and organisational measures to protect your personal data against accidental or unlawful destruction, loss, alteration, unauthorised disclosure, or access.

7. Your Rights

You have the following rights under UK data protection law:

• Access: You may request a copy of the personal data we hold about you.
• Correction: You may request corrections to any inaccurate or incomplete data.
• Deletion: You may request the deletion of your data where it is no longer necessary for the purposes for which it was collected.
• Objection: You may object to the processing of your data in certain circumstances.
• Portability: You may request the transfer of your data to another service provider.

8. Retention of Data

We will retain your personal data only for as long as necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on our website and, where appropriate, notified to you by email.

10. Contact Us

If you have any questions about this Privacy Policy or our data protection practices, please contact us at:

Regent Legacy Limited
1 Regent Drive
Billericay, Essex
CM12 0GD
Email: [email protected]