Privacy Policy

Privacy Policy

Effective Date: [20/07/2024]

1. Introduction

Welcome to Laurel Oaks Estate Planning Specialists. We are committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website [www.laureloaks.co.uk] (the "Site") and use our services.

2. Information We Collect

We may collect and process the following types of personal data:

• Contact Information: Name, email address, phone number, and address.
• Service Details: Information related to the estate planning services you request.
• Payment Information: Payment details necessary for processing transactions (note: we use secure third-party payment processors).
• Technical Data: IP address, browser type, operating system, and usage data collected through cookies and similar technologies.

3. How We Use Your Information

We use your personal data for the following purposes:

• To Provide Services: To deliver the estate planning services you request and manage your account.
• To Communicate with You: To send updates, respond to inquiries, and provide customer support.
• To Improve Our Services: To analyze and enhance our services, website, and user experience.
• To Comply with Legal Obligations: To meet legal requirements and protect our legal rights.

4. Legal Basis for Processing

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

• Contractual Necessity: To fulfill our contractual obligations to you.
• Legitimate Interests: For purposes such as improving our services and maintaining website security.
• Consent: Where you have provided consent for specific processing activities (e.g., marketing communications).

5. Sharing Your Information

We may share your personal data with:

• Service Providers: Third parties that assist us in operating our website, processing payments, and delivering services.
• Professional Advisors: Legal, financial, and other advisors who assist us in managing our business.
• Regulatory Authorities: As required by law or to protect our legal rights.

We do not sell, rent, or lease your personal data to third parties.

6. International Transfers

We may transfer your personal data outside the UK. In such cases, we ensure that appropriate safeguards are in place to protect your data in accordance with applicable data protection laws.

7. Data Retention

We retain your personal data only for as long as necessary to fulfill the purposes for which it was collected, including any legal, accounting, or reporting requirements.

8. Your Rights

Under data protection laws, you have the following rights regarding your personal data:

• Access: Request a copy of the personal data we hold about you.
• Rectification: Request correction of any inaccuracies in your personal data.
• Erasure: Request deletion of your personal data, subject to certain conditions.
• Restriction: Request restriction of processing in specific circumstances.
• Objection: Object to processing based on legitimate interests or for direct marketing purposes.
• Data Portability: Request transfer of your personal data to another organization, where applicable.

To exercise any of these rights, please contact us at contact@laureloaks.co.uk.

9. Security

We implement appropriate technical and organizational measures to protect your personal data from unauthorized access, disclosure, alteration, and destruction.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically.

11. Contact Us

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

Laurel Oaks Ltd
Trading as Laurel Oaks Estate Planning Specialists
128 City Road
London
United Kingdom
EC1V 2NX

Company Number: 15802518
Email: contact@laureloaks.co.uk