Heirkin Estate Planning (“we”, “our”, “us”) is committed to protecting your privacy and handling your personal
information in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

This policy explains what information we collect, how we use it, and the choices you have.

1. Who We Are

Heirkin Estate Planning
128 City Road, London, United Kingdom, EC1V 2NX
hello@heirkinestateplanning.co.uk

We are the data controller responsible for your personal information.

2. Information We Collect

We collect personal data that you provide directly when you:

• Submit a contact or consultation form on our website

• Respond to landing page forms or advertisements

• Communicate with us by phone or email

The information we collect may include:

• Name

• Email address

• Telephone number

• Any message or enquiry details you choose to provide

We do not collect financial information, legal documents, or special category data (such as health,
ethnicity, or criminal record information).

3. How We Use Your Information

We process your personal data for the following purposes:

• To respond to your enquiries or consultation requests

• To provide information about our estate planning services

• To manage and improve our website and user experience (through analytics tools such as Google Analytics and
  Hotjar)

• To comply with legal or regulatory obligations

4. Lawful Bases for Processing

We rely on the following lawful bases under the UK GDPR:

• Legitimate interest: to respond to your enquiry, manage our website, and ensure business
  continuity.

• Legal obligation: where processing is necessary to comply with the law.

• Consent: where you have actively provided it (for example, when submitting optional form
  fields or accepting non-essential cookies).

5. How We Store and Protect Your Data

Your data is stored securely on systems managed by trusted service providers, including SiteGround
(our web host) and analytics partners such as Google and Hotjar.
We use
secure connections (HTTPS/SSL) and access controls to protect your information.

We only retain personal data for as long as necessary to fulfil the purposes described in this notice.
If you
make an enquiry but do not become a client, we will generally keep your details for up to 24 months
in case of follow-up correspondence, after which they are securely deleted.
Client records are retained in line
with legal and professional obligations.

6. Sharing Your Information

We do not sell, rent, or trade your personal information.
We may share limited data with:

• Service providers (e.g., SiteGround, Google Analytics, Hotjar) to help us operate our
  website securely and efficiently

• Legal or regulatory authorities where required by law

All third-party processors are bound by data-processing agreements and are compliant with UK GDPR.

7. Cookies and Tracking Technologies

We use cookies and similar technologies to understand website usage and improve user experience.
This may
include analytics and heat-mapping tools (such as Hotjar).

For full details, please refer to our Cookies Policy.

8. Your Data Protection Rights

Under the UK GDPR, you have the right to:

• Request access to your personal data

• Request correction of inaccurate data

• Request deletion (“right to be forgotten”)

• Object to or restrict processing

• Request a copy of your data in a portable format

• Withdraw consent at any time (where processing is based on consent)

To exercise your rights, please contact us at hello@heirkinestateplanning.co.uk.

If you are not satisfied with how we handle your data, you have the right to lodge a complaint
with:
Information Commissioner’s Office (ICO)
Wycliffe House, Water Lane, Wilmslow,
Cheshire, SK9 5AF
www.ico.org.uk

9. International Data Transfers

Our website hosting and data processors may store or process data outside the UK or EEA.
Where this occurs, we
ensure that appropriate safeguards (such as Standard Contractual Clauses) are in place to protect your personal
data.

10. Updates to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements.
The
latest version will always be available on this page, with the “Last updated” date shown above.

Contact

If you have any questions about this policy or how we handle your data, please contact:
hello@heirkinestateplanning.co.uk