Privacy Policy
Last updated: 7 August 2025
1. Introduction
This privacy policy explains how South West Wills & Estate Planning (“we”, “our”, or “us”) collects, uses, and protects your personal data when you use our website: www.southwestwills.co.uk (the “Website”).
By continuing to use our Website, you agree to the terms set out in this policy.
2. Who We Are
South West Wills & Estate Planning is a provider of will writing and estate planning services. We are the data controller for the purposes of the UK General Data Protection Regulation (UK GDPR).
If you have any questions about this policy or the data we hold about you, you can contact us at:
📧 Email: clare@southwestwills.co.uk
3. What Data We Collect
We may collect and process the following types of personal data:
Your name
Email address
Telephone number
Any information you provide via our website forms or emails
Your IP address, browser type, and information about how you use our site
4. How We Collect Your Data
We collect data:
When you contact us through the Website, by email, or phone
When you use our services or request information
Automatically through cookies and analytics tools when you visit our Website
5. How We Use Your Data
We use your data to:
Respond to your enquiries
Deliver our services to you
Keep internal records
Improve our Website and services
Send you updates or marketing communications (only with your consent)
We do not sell or share your personal data with third parties for their own marketing purposes.
6. Our Legal Bases for Processing
We process your data under one or more of the following lawful bases:
Your consent
The performance of a contract
Compliance with a legal obligation
Our legitimate interests (e.g. responding to enquiries)
7. Marketing
If you opt in, we may send you information about our services or relevant updates.
You can opt out at any time by clicking “unsubscribe” or emailing us at clare@southwestwills.co.uk.
8. Your Rights
You have the right to:
Access the data we hold about you
Correct any inaccurate or incomplete data
Ask us to delete your data
Object to or restrict how we process your data
Request a copy of your data in a portable format
Withdraw consent where processing is based on consent
To exercise any of these rights, contact: clare@southwestwills.co.uk.
You can also contact the UK’s data protection authority, the Information Commissioner’s Office (ICO), at www.ico.org.uk.
9. Cookies
Our Website uses cookies to improve your browsing experience and collect anonymous usage data.
We use:
Type of CookiePurposeStrictly necessaryEnables basic functions like page navigation and securityPerformance & analyticsHelps us understand how visitors use the site (e.g. via Google Analytics)FunctionalityRemembers your preferences (e.g. location or language)Targeting/advertisingMay show relevant content or ads elsewhere based on your browsing
You can manage your cookie settings in your browser. For more details, visit www.aboutcookies.org.
10. How We Keep Your Data Safe
We take appropriate technical and organisational steps to protect your data, including:
Secure servers and encrypted storage
Restricted access to data only by authorised individuals
Regular data reviews and backups
If you suspect your data has been misused, contact us immediately.
11. How Long We Keep Your Data
We only keep your personal data for as long as necessary for the purposes set out in this policy, or as required by law.
Backups may retain data for a longer period for regulatory or legal purposes.
12. Links to Other Websites
Our Website may contain links to other websites. This privacy policy only applies to this Website. We are not responsible for the content or privacy practices of other sites.
13. Business Transfers
In the unlikely event of a business sale or restructuring, your data may be transferred to a new owner under the same data protection commitments.
14. Changes to This Policy
We may update this policy from time to time. Any changes will be posted on this page. Please check back regularly.
15. Contact Us
For any questions about this privacy policy or your data, contact:
clare@southwestwills.co.uk