Privacy Policy
Effective Date: 8th May 2025
At Nested Estate Planning (“we”, “us”, or “our”), your privacy is very important to us. This Privacy Policy explains how we collect, use, and protect your personal information when you visit our website https://nestedestateplanning.co.uk (the “Site”).
1. Information We Collect
We may collect and process the following data about you:
a. Personal Information You Provide
- Name
- Email address
- Phone number
- Postal address
- Any other information you choose to provide through contact forms, appointment booking, or by phone/email
b. Information We Automatically Collect
- IP address
- Browser type and version
- Operating system
- Pages visited and time spent on the site
- Cookies (see Section 6)
2. How We Use Your Information
We use your personal data to:
- Provide estate planning services and respond to your enquiries
- Communicate with you about our services
- Send updates, newsletters, or marketing (if you’ve opted in)
- Comply with legal and regulatory obligations
- Improve our website and user experience
3. Legal Bases for Processing
We process your personal data under the following legal bases:
- Consent – Where you have given clear consent for us to process your data.
- Contractual Necessity – When processing is necessary for a contract with you or to take steps before entering into one.
- Legal Obligation – To comply with applicable laws and regulations.
- Legitimate Interests – For purposes such as improving our services or marketing, provided these interests are not overridden by your rights.
4. Sharing Your Information
We do not sell your data. We may share it with:
- Professional advisers (e.g., solicitors or financial advisers) where necessary
- Service providers who help us operate our website or deliver services (under confidentiality agreements)
- Regulators, legal bodies, or law enforcement if required by law
5. How We Store Your Data
Your data is stored securely on encrypted systems and is only accessible by authorised personnel. We retain your data only as long as necessary to fulfil the purposes described above or as required by law.
6. Cookies
Our website uses cookies to enhance your experience. Cookies are small text files stored on your device. You can manage your cookie preferences via your browser settings.
For more information, please see our Cookie Policy (if available).
7. Your Rights
Under the UK General Data Protection Regulation (UK GDPR), you have the right to:
- Access your personal data
- Request correction of inaccurate data
- Request erasure of your data (in certain circumstances)
- Object to processing
- Request restriction of processing
- Request data portability
- Withdraw consent at any time
To exercise your rights, please contact us using the details below.
