Privacy Notice

PRIVACY NOTICE

Last updated: September 2026

Lasting Wishes Limited is committed to protecting your privacy and handling your personal information responsibly, securely and in accordance with applicable UK data protection legislation.

This Privacy Notice explains what personal information we collect, why we collect it, how we use and protect it, whom we may share it with and your rights in relation to your information.

WHO WE ARE

Lasting Wishes Limited provides professional Will Writing and Estate Planning services, including Wills, Trusts and Lasting Powers of Attorney.

For the purposes of UK data protection legislation, Lasting Wishes Limited is the data controller for the personal information we process in connection with our services.

Lasting Wishes Limited is registered with the Information Commissioner's Office (ICO).

ICO Registration Number: ZB694311

WHAT INFORMATION WE MAY COLLECT

Depending upon your enquiry and the services you instruct us to provide, we may collect and process information including:

• Your name, address and contact details;

• Your date of birth and other identification information;

• Information about your family, beneficiaries, executors, attorneys, trustees and other individuals relevant to your estate planning;

• Information about your property, assets, liabilities and general financial circumstances where required to provide estate-planning advice or prepare documents;

• Information concerning your wishes and instructions in relation to Wills, Trusts, Lasting Powers of Attorney and other estate-planning matters;

• Correspondence and records relating to enquiries, appointments and services provided;

• Payment, invoicing and transaction information; and

• Other information that you voluntarily provide to us or which is reasonably required to provide the services you have requested.

SPECIAL CATEGORY INFORMATION

Due to the nature of Will Writing, Lasting Powers of Attorney and Estate Planning, there may be circumstances in which you provide us with sensitive personal information, including information concerning health or capacity.

We only collect and use this type of information where it is relevant and necessary for the service being provided and will handle it with appropriate care and safeguards in accordance with applicable data protection legislation.

HOW WE COLLECT YOUR INFORMATION

We may receive personal information:

• Directly from you during telephone, email, online, video or face-to-face communications;

• Through enquiry or contact forms on our website;

• Through referrals or introductions where appropriate;

• From family members, attorneys, executors, beneficiaries or other people involved in your matter;

• From professional advisers and organisations involved in your matter; and

• From government bodies or official records where appropriate and lawful.

WHY WE USE YOUR INFORMATION

We may use personal information to:

• Respond to enquiries;

• Arrange appointments and consultations;

• Assess your estate-planning requirements;

• Provide advice and recommendations appropriate to your circumstances;

• Prepare, amend and administer Wills, Lasting Powers of Attorney, Trusts and associated documents;

• Carry out your instructions;

• Communicate with you and relevant parties concerning your matter;

• Process payments and maintain financial and business records;

• Meet our professional, regulatory and legal responsibilities;

• Manage complaints or queries;

• Protect our business and clients against fraud, misuse or legal claims; and

• Maintain and improve the administration and operation of our services.

OUR LAWFUL BASES

Under UK data protection legislation, we must have a lawful basis for processing your personal information.

Depending upon the circumstances and purpose for which information is being processed, we may rely upon:

CONTRACT – where processing is necessary to take steps at your request before entering into a contract or to provide services you have instructed us to perform.

LEGAL OBLIGATION – where we need to process information to comply with an obligation imposed upon us by law.

LEGITIMATE INTERESTS – where processing is reasonably necessary for the operation and administration of our business, provision and improvement of our services, protection of our legal interests or other legitimate business purposes, provided those interests are not overridden by your rights and interests.

CONSENT – where we specifically ask for and rely upon your consent for a particular use of your information. Where processing is based upon consent, you may withdraw that consent at any time.

Where we process special category information, such as relevant health information, we will only do so where an appropriate condition for processing that information applies under UK data protection legislation.

WHO WE MAY SHARE INFORMATION WITH

We do not sell your personal information.

Where necessary to provide our services, comply with legal requirements or carry out your instructions, information may be shared with appropriate third parties.

Depending upon your matter, these may include:

• The Office of the Public Guardian;

• HM Land Registry;

• Probate practitioners, solicitors and other professional advisers;

• Trust and document service providers;

• The Society of Will Writers where appropriate;

• Government departments, courts, regulators or other public authorities where required;

• Professional, technical and administrative service providers who assist us in operating our business; and

• IT, email, cloud-storage, website, software and data-storage providers used in the secure administration of our business.

We only share information that is reasonably necessary for the relevant purpose.

HOW WE STORE AND PROTECT INFORMATION

Personal information may be held electronically and, where appropriate, in paper form.

We use appropriate organisational and technical measures designed to protect personal information against unauthorised access, alteration, disclosure, loss or destruction.

Electronic information may be stored using secure business computers, cloud-storage services, email systems and specialist business software.

Access to personal information is restricted to those who reasonably require it for legitimate business purposes.

INTERNATIONAL DATA TRANSFERS

Some technology, email, cloud or other service providers may process or store information outside the United Kingdom.

Where personal information is transferred internationally, we take reasonable steps to ensure that appropriate safeguards or other lawful transfer mechanisms required by UK data protection legislation are in place.

HOW LONG WE KEEP INFORMATION

We retain personal information only for as long as reasonably necessary for the purposes for which it was collected, including providing our services and meeting legal, regulatory, professional, insurance, accounting and record-keeping requirements.

Different types of information may therefore be retained for different periods.

When information is no longer reasonably required, it will be securely deleted, destroyed or anonymised as appropriate.

MARKETING

We may contact existing or prospective clients regarding relevant services where we have a lawful basis to do so.

Where consent is required for marketing communications, we will obtain it.

You may ask us to stop sending marketing communications at any time by contacting us.

COOKIES AND OUR WEBSITE

Our website may use cookies and similar technologies to enable the website to operate correctly, understand how it is used and improve the visitor experience.

Further information is available in our separate Cookie Policy.

YOUR DATA PROTECTION RIGHTS

Depending upon the circumstances, UK data protection legislation gives you rights in relation to your personal information.

These may include the right to:

• Request access to personal information we hold about you;

• Request correction of inaccurate or incomplete information;

• Request deletion of your personal information in certain circumstances;

• Request restriction of processing in certain circumstances;

• Object to certain processing;

• Request transfer of information in circumstances where the right to data portability applies; and

• Withdraw consent at any time where consent is the basis upon which we are processing your information.

These rights are not absolute, and their application will depend upon the circumstances and the lawful basis upon which information is being processed.

If you wish to exercise any of your rights, please contact us using the details below.

COMPLAINTS

If you have concerns about how Lasting Wishes Limited has handled your personal information, please contact us in the first instance so that we have an opportunity to investigate and resolve your concerns.

You also have the right to make a complaint to the Information Commissioner's Office (ICO), the UK's data protection regulator.

Information about making a complaint can be found on the ICO website.

If you have any questions regarding this Privacy Notice or the way in which your personal information is handled, please contact:

Lasting Wishes Limited

Head Office:
PO Box 37
77 Alston Drive
Bradwell Abbey Industrial Estate
Milton Keynes
MK13 9HG

Telephone: 0800 002 5702

Email: info@lastingwishes.co.uk

CHANGES TO THIS PRIVACY NOTICE

We may update this Privacy Notice from time to time to reflect changes to our services, business practices or legal requirements.

This Privacy Notice was last updated in September 2026.